New York, Feb 17, 2026, 15:53 EST — Regular session
- GE Aerospace shares rise more than 3% in afternoon trading.
- United Airlines selects 300 GEnx engines for new Boeing 787 Dreamliners, plus spares.
- Focus turns to delivery timing and GE Aerospace’s next earnings update.
GE Aerospace shares were up 3.3% at $325.88 in afternoon trading on Tuesday, after the jet-engine maker flagged a fresh widebody engine deal tied to United Airlines’ Boeing 787 plans. The stock has ranged between $314.33 and $330.40 in the session.
This matters now because engine orders are not just a unit sale. They tend to pull in years of maintenance and spare-parts work — the “aftermarket” — which investors often view as steadier and higher-margin than new deliveries.
It also lands at a moment when airlines are still locking in long-haul capacity. For GE Aerospace, that can mean more engines in service, more shop visits, and more parts demand down the line.
GE Aerospace said on Monday that United Airlines selected 300 GEnx engines to power new Boeing 787 Dreamliners; the agreement includes spare engines and takes United’s 787 fleet to more than 200 GEnx-powered aircraft. Mohamed Ali, president and CEO of GE Aerospace Commercial Engines & Services, said the order would make United “the largest GEnx operator in the world.” GE said the GEnx has logged more than 70 million flight hours and powers about two-thirds of all 787 aircraft in operation; it also cited a 99.98% dispatch rate, a measure of how often aircraft can depart without an engine-related delay. (GE Aerospace)
United Airlines shares rose 4.7% and Boeing was up about 0.3% in afternoon trading, while RTX gained 1.7%. The SPDR S&P 500 ETF was up about 0.1%.
A jet engine’s first sale is only the start. Airlines pay for overhauls, repairs and replacement parts over years of flying; “time on wing” is how long an engine runs before major shop work is needed.
Traders will also keep one eye on aircraft delivery schedules. Engine shipments follow the jets, so any slippage can push revenue recognition and delay the service ramp that comes once engines start flying heavy hours.
But big orders can sit in backlogs for years, and airlines can defer deliveries if traffic softens or financing tightens. Supply-chain and repair-capacity constraints can also cap near-term output even when demand looks solid.
GE Aerospace is scheduled to discuss first-quarter results on April 21, when investors will look for updates on deliveries, services growth and cash flow. (GE Aerospace)
