GE Aerospace Order: Stock Drops 2% Despite Historic IndiGo Deal
Can a historic thousand-engine deal secure GE Aerospace's long-term market dominance, or are supply chain bottlenecks about to derail the rally?
General Electric Company, doing business as GE Aerospace, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and aircraft systems. The company operates through two segments, Commercial Engines & Services, and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures, maintenance, repair, and overhaul (MRO) services of jet engines and sale of spare parts for commercial airframes, business aviation, and aeroderivative applications. The Defense & Propulsion Technologies designs, develops, manufactures, and services jet engines and avionics and power systems for governments, militaries,…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $12.39B | +24.7% | $1.90B | $1.81 | -1.1% | 31.0% | 18.7% |
| Q4 2025 Dec 2025 | $12.72B | — | $2.54B | $2.40 | — | 29.9% | 17.8% |
| Q3 2025 Sep 2025 | $12.18B | — | $2.16B | $2.02 | — | 32.2% | 19.0% |
| Q2 2025 Jun 2025 | $11.02B | — | $2.03B | $1.89 | — | 31.6% | 19.0% |
| Q1 2025 Mar 2025 | $9.93B | — | $1.98B | $1.83 | — | 32.6% | 20.2% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can a historic thousand-engine deal secure GE Aerospace's long-term market dominance, or are supply chain bottlenecks about to derail the rally?