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GE Aerospace (GE) CFO says spare parts growth is going to be primarily driven by narrowbodies in 2026

Newsquawk Staff ·

  • Expects leap OE to be profitable in 2026 as per Co.'s plan

What it means

The comment from GE Aerospace’s CFO indicates a strong expectation for spare parts growth, particularly in narrowbody aircraft, which suggests confidence in the recovery and demand for travel. If the company is also anticipating profitable original equipment (OE) sales by 2026, this aligns with broader industrial recovery themes and could positively impact investor sentiment toward GE and its peers in the capital goods sector.

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