Larry Culp

GE Aerospace is experiencing sustained strength in aviation demand, evidenced by spare parts orders up 40% year-over-year, LEAP engine deliveries up over 60% in Q1, and services revenue growth at a mid-teens rate in 2026. The company has a $170 billion backlog, and airlines are focusing on maintaining fleets through summer and preparing for post-conflict demand recovery. Supply chain is improving sequentially, supporting continued growth through the decade.