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Defense & Propulsion Technologies

Q2 2026 revenue up 16% and orders up 12%; 2026 operating profit guidance raised to $1.6–1.7B.

GE market data

The numbers

DPT revenue$3.4B, up 16% YoYQ2 2026 · source ↗
DPT orders$4.1B, up 12% YoYQ2 2026 · source ↗
DPT operating profit$475M, up 18% YoYQ2 2026 · source ↗

What it is

Military jet engines, aerospace systems and propulsion components sold to air forces and prime contractors. It is a smaller, lower-margin business than CES, and it is the segment exposed to defense budgets.

Why it matters to the stock. DPT is the one diversified, government-funded revenue line in the company, so it shows whether GE Aerospace can grow without commercial air traffic.

News

FAA says 737 MAX software glitch is not a safety issue, clearing MAX 10 path

The FAA said a Corrective Action Review Board found that a software issue in certain Boeing 737 MAX flight computers is not a safety concern.

Regulation

GE and Military University of Technology sign T700/CT7 engine training deal

GE Aerospace and the Military University of Technology in Warsaw (WAT) signed the final agreement to provide T700/CT7 engine training in Poland.

Deal

FAA delays Boeing 737 MAX 10 certification over flight software GE supplied

The FAA said it will hold off certifying the Boeing 737 MAX 10 until a newly disclosed flight software issue is resolved.

Regulation

GE Aerospace and WZL-1 sign T700/CT7 localization deal for Poland

GE Aerospace and Military Aviation Works No.

Deal

GE Aerospace and Magellan sign F414 sustainment MOU for Canada

GE Aerospace and Magellan Aerospace signed a memorandum of understanding at the Farnborough Airshow to set up F414 engine maintenance in Canada.

Deal

GE Aerospace and Turkish Aerospace agree F404 engine supply for HURJET

GE Aerospace and Turkish Aerospace signed an agreement to supply F404 engines for the HURJET program, with continued technical and operational support as the program adds future variants.

Deal

GE Aerospace Q1 2026: orders up 87%, adjusted EPS $1.86, guidance held

GE Aerospace reported Q1 2026 orders of $23.0B, up 87%, with GAAP revenue of $12.4B (up 25%) and adjusted revenue of $11.6B (up 29%).

Earnings

GE Aerospace signs Saudi GAMI F110 repair agreement and manufacturing MoU

At the World Defense Show in Riyadh, GE Aerospace signed an Industrial Participation Agreement with Saudi Arabia's General Authority for Military Industries to improve F110 engine repair capability.

Deal

GE Aerospace signs technical assistance agreement for F414 engines with Brazil

GE Aerospace signed a Technical Assistance Agreement with the Brazilian Air Force covering F414-GE-39E engines that power the SAAB JAS-39E Gripen.

Deal