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Barchart
Barchart
Ebube Jones

Dear General Electric Aerospace Stock Fans, Mark Your Calendars for July 16

GE General Electric Boeing GE Aerospace

Aerospace companies are heading into earnings season with strong demand behind them. General Electric Aerospace (GE), now a focused aviation business after General Electric’s 2024 breakup, has built a backlog of over $210 billion, including more than $170 billion in services, giving it strong visibility into future revenue.

In February 2026, United Airlines (UAL) chose General Electric Aerospace’s GEnx engines to power 300 new Boeing 787 Dreamliner jets, pushing total future GEnx deliveries close to 1,800 engines, including spares. Then in May, a meeting between President Trump and China’s President Xi Jinping helped break a years-long freeze in aircraft orders, with China agreeing to buy 200 planes from Boeing (BA). That deal is expected to benefit General Electric Aerospace, as it will supply 400 to 450 engines.

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