“If you see any impact here in the second half of the year, it is going to be a push-out of demand versus a disruption.”

How to check this claim

Look at: Company commentary and reported revenue/orders in second half of fiscal year, characterized as demand push-out (timing shift) versus demand disruption (net loss)

It came true if: Second-half revenue or orders show sequential/seasonal recovery consistent with deferred demand (not a net decline attributed to lost demand) - assessed via management's own characterization on H2 earnings calls

Where: Q3 and Q4 2026 earnings calls and press releases (management commentary and reported segment revenue/orders)

Verify independently

SEC filings for GE ↗ · Claim quote is verbatim from the 2026Q1 earnings call.