GE Aerospace

Pricing power is evident in aftermarket dynamics and contract structures. In Q3 2025, services revenue grew 28% with internal shop visit revenue up 33% and spare parts up >25%, with management attributing profit growth to services volume, mix, and price.

Long‑term TrueChoice Flight Hour agreements provide predictable, usage‑based pricing that can include escalation and comprehensive coverage, keeping engines under OEM care and enabling favorable pricing over time.

Macro tailwinds further reinforce pricing: Airbus and Boeing delivery constraints are extending aircraft lives, pushing more maintenance and parts demand into GE’s highest‑margin profit pools, a trend that supported raised 2025 outlooks. LEAP durability upgrades also allow GE/CFM to sustain value‑based pricing while improving customer outcomes.

Tariff impacts have been managed through pricing and cost actions, per management’s quarterly updates.