CLAIM #26462 · GE (GE) · 2025Q3 earnings call · Oct 21, 2025 · due Dec 31, 2026
“We're well positioned to ramp further as we go into 2026.”
Larry Culp · CEO
How to check this claim
Look at: Total engine deliveries growth rate, year-over-year (FY2026 vs FY2025)
It came true if: FY2026 total engine deliveries growth > FY2025 growth rate reported (directionally accelerating or continuing ramp, i.e., >0% growth)
Where: Company quarterly/annual earnings release and investor presentation (engine deliveries disclosure)
In context
“its up roughly twofold. In addition, we collaborated with our leasing partner for LEAP to reduce the time it takes to redeploy spare engines between customers, resulting in improved spare engine availability. We're also investing nearly $1 billion in our supply chain to expand capacity, and we're counting on our suppliers to also make like investments to support the growth ahead. While this is progress, we know there is much more work to do to improve LEAP turnaround times to meet customer expectations. We're accelerating our use of FLIGHT DECK, taking lessons learned and applying them across our network, to deliver a better experience for our customers. This quarter clearly marked another step forward with year-to-date commercial services revenue and total engine deliveries, both up 25%. We're well positioned to ramp further as we go into 2026. Turning to Slide 6. One of the FLIGHT DECK behaviors that guides our company is to be customer-driven in all that we do. Earlier this month at our GE Aerospace Research Center, we had the opportunity to share how our experience across 2.3 billion flight hours and our roughly $3 billion of annual R&D investment is enabling continuous improvement in our field performance. For reference, we've posted these materials on our Investor Relations website, and I encourage you to take a look. We're applying insights from our experience and investments to improve reliability and durability of our products as time on wing remains critical for our customers. For example, the lessons learned from 15 years of enhancing the GEnx durability over 2x are being applied to LEAP to achieve the same level of im”
Verify independently
SEC filings for GE ↗ · Claim quote is verbatim from the 2025Q3 earnings call.