CLAIM #26482 · GE (GE) · 2025Q3 earnings call · Oct 21, 2025 · due Dec 31, 2026
“So I do expect this kind of difference between departure growth and spare parts demand to continue for a while, just given everything I've said, plus the engines that are going to come off wing.”
Rahul Ghai · CFO
PENDING
graded after results covering Dec 31, 2026 are reported
How to check this claim
Look at: Growth rate gap between airline departure growth and spare parts (services/spare parts revenue) demand growth, as discussed by management
It came true if: Spare parts demand growth rate remains higher than departure growth rate through the period
Where: Management commentary on GE Aerospace earnings calls (Q4 2025 through Q4 2026)
Verify independently
SEC filings for GE ↗ · Claim quote is verbatim from the 2025Q3 earnings call.