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CLAIM #26523 · GE (GE) · 2025Q4 earnings call · Jan 22, 2026 · due Dec 31, 2026

we think we will, perhaps not in line with the 40% bump we saw from our prior suppliers last year on a full-year basis, I think we'll be able to satisfy that demand better than we did in 2025.

Larry Culp · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Spare parts revenue growth rate, full-year 2026 vs full-year 2025

It came true if: Full-year 2026 spare parts revenue growth in the mid-teens percent range (roughly 13-17%), improving fulfillment versus 2025's delinquency/demand-satisfaction shortfall

Where: Company commentary and segment disclosures in GE Aerospace 10-K / Q4 2026 earnings call

In context

narrow and wide body as well as price, we feel like we have another very strong commercial services year supporting the aftermarket. Again, I think we've commented in the prepared remarks at a rate that should be up mid-teens. Will we be able to do better than that? We're certainly going to aim to do that. But as we talk through the course of 2025, we're not particularly concerned about the demand environment. It's really all about our ability to move spare parts out to third parties to complete our own shop visits. While we were pleased with the sequential and the year-over-year numbers that we cited in the fourth quarter, there's much more to do here in 2026. It's a bit of what undergirds the organizational move that we announced. To the extent that we can continue to make progress, and we think we will, perhaps not in line with the 40% bump we saw from our prior suppliers last year on a full-year basis, I think we'll be able to satisfy that demand better than we did in 2025. Rahul Ghai: Yeah. Just a couple of things, John, welcome to our call here. Just as we said in our prepared remarks, we expect both shop visits and spare parts to be up kind of the same range as mid-teens as the overall services growth. On spare parts first, our delinquency when we ended 2025 was up 50% over where we ended 2024. So as Larry mentioned, strong demand environment. As you think about the spare parts growth, it's gonna be primarily driven by narrow body. That's coming as the LEAP external channel continues to grow, and more than 15% of the LEAP shop visits are now performed by a third-party channel partner. CFM56 continues to be strong as well. Larry mentioned in his prepared remarks about how we ended 2025 retirements, which were similar to 2024. As we think about 2026, we exp

Verify independently

SEC filings for GE · Claim quote is verbatim from the 2025Q4 earnings call.