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Equipment Orders
Measures new orders for equipment, providing insight into future sales and the strength of demand for the company’s products.Late‑2025 into early‑2026 shows a pronounced, lumpy surge in orders for both Commercial Engines & Services and Defense, aligning with management’s claim of very large airline wins and record defense bookings and supporting the case they’ll hit the high end of guidance. That backlog materially improves revenue visibility, but near‑term upside depends on supplier ramps, spare‑parts delinquencies and GE9X fixes; strong order intake reduces demand risk but raises execution risk—delivery, margins and cash conversion remain the key watch items into 2027.
Date | Commercial Engines and Services | Defense And Propulsion Technologies |
|---|---|---|
Jun 30, 2026 | $3.30B | $2.36B |
Mar 31, 2026 | $7.55B | $4.36B |
Dec 31, 2025 | $14.26B | $2.98B |
Sep 30, 2025 | $2.10B | $1.50B |
Jun 30, 2025 | $3.60B | $1.50B |
Mar 31, 2025 | $2.70B | $1.50B |
Dec 31, 2024 | $5.70B | $1.40B |
Sep 30, 2024 | $3.60B | $1.40B |
Jun 30, 2024 | $2.80B | $900.00M |
Mar 31, 2024 | $3.00B | $1.70B |