New York, Feb 13, 2026, 12:10 (EST) — Regular session
- GE Aerospace ticked up roughly 1% around midday, following an initial pop earlier in the session.
- Reuters reports GE is aiming for a 33% boost in repair volume at its Singapore hub, planning to invest as much as $300 million.
- CFM’s LEAP engine deliveries remain in focus, as investors track Safran’s guidance and ongoing supply negotiations with Airbus.
GE Aerospace shares picked up roughly 1% to $316.05 on Friday. Earlier, the stock had jumped as much as 4%, with traders reacting to new reports on jet-engine repairs and supply chain issues.
GE is turning to automation and its “Flight Deck” operating system at a Singapore repair hub—described by the company as a crucial pressure valve. This move is part of a broader initiative, potentially reaching $300 million, aimed at ramping up repair capacity there by 33%—and all without enlarging the facility. The “lean” approach, focused on slashing waste and sharpening efficiency, sits at the center. CEO Larry Culp put it simply: the goal is “making every hour and every day count.” (Reuters)
A backlog in repairs is fueling a pricing standoff: airlines point to part shortages and drawn-out maintenance slots, while manufacturers counter that they’re pouring money into ramping up support. (Reuters)
GE’s partner Safran set an early mark in Europe, projecting a jump in 2026 profit as robust demand for civil engine services continues. The focus: aftermarket business—maintenance and spares for engines already out in the field. That segment is carrying more weight now, with airlines hanging on to aging jets longer due to sluggish deliveries. (Reuters)
There’s a fresh wrinkle in Airbus’s engine supply discussions. Safran CEO Olivier Andries said CFM would do what it could to handle any extra engine orders from Airbus this year, but the company isn’t budging from its current commitments. CFM’s output for 2026 is already set, and that plan for a 15% increase in LEAP deliveries doesn’t count on grabbing more business away from Pratt & Whitney. (Reuters)
CFM, the joint venture between Safran and GE, is considering an “advanced ducted” engine design as an alternative to its open-fan approach for its next line of fuel-efficient engines, according to Reuters on Thursday. The report underscored the industry’s ongoing debate: fuel consumption versus engine longevity. “I would take the fuel savings all day long. My biggest cost is fuel,” said Ryanair CEO Michael O’Leary, capturing sentiment from the airline side. (Reuters)
Aerospace names pushed higher. RTX, owner of Pratt & Whitney, edged up roughly 0.3%. Boeing tacked on 1.1%. A U.S. aerospace and defense ETF climbed around 1.3%, tracking the wider market’s gains.
The setup isn’t one-sided. A rebound in jet production and a quicker shift by airlines to newer planes could dampen some repair demand. Still, engine manufacturers are stuck dealing with supply bottlenecks and lengthy regulatory approval for additional repair processes — both of which limit how fast fresh capacity actually brings in revenue.
GE last month projected its 2026 adjusted earnings per share in a range of $7.10 to $7.40 and sees revenue climbing at a low-double-digit pace. The company’s outlook leans heavily on the resilience of its services unit—management has spelled that out as a central theme. (Reuters)
Airbus’s Feb. 19 earnings are next on the docket, with investors zeroing in on any updates around A320neo production, engine supplies, and if the 2026–27 supply negotiations take some heat off—or crank it up further—for CFM and Pratt’s supply lines.
