Great Engine Expectations: Will GE Aerospace Soar or Crash Like a Dud Broomstick?

The Boy Who Lived... Through Supply Chain Issues!

Right gather 'round you lot! It's your old mate Harry Potter here reporting on something almost as thrilling as facing Voldemort – the dizzying world of jet engine deliveries! Apparently GE Aerospace is feeling rather chipper claiming they're expecting a 15% to 20% boost in engine deliveries this year. After the snags of '24 sounds like they've been brewing some Felix Felicis eh? CEO Larry Culp is as optimistic as Hermione Granger before an exam bless him.

Boeing and GE: Thick as Thieves (or Ron and a Chicken Leg)

Culp also mentioned they're keen on being "completely in sync" with Boeing. That’s like Ron Weasley promising to share his sweets – you want to believe it but you’re also bracing for disappointment. Boeing is trying to ramp up production of their 737 MAX aiming for a monthly rate of 38. Let's hope they don't need a Time Turner to hit those targets or we might end up with even more production chaos than Professor Trelawney's predictions! It is like they are brewing Polyjuice Potion together hoping they get the ingredients right!

The Tariff Troubles: A Dark Cloud Over GE's Gringotts

Of course it's not all sunshine and Butterbeer. There's a nasty hex in the form of trade war tariffs looming expected to cost GE Aerospace over $500 million! Feels a bit like losing those Galleons to Fred and George's trick wands doesn’t it? Down the drain! Still considering they're practically the Hogwarts Express of the narrowbody jet engine market thanks to their partnership with France's Safran I reckon they’ll pull through. This is a classic case of He Who Must Not Be Named's influence.

Older Planes: Like Potions Ingredients Aging Well

Apparently despite some wobbly bits in the US domestic travel market about 70% of GE's commercial engine revenue comes from parts and services. So even if new planes are a bit like trying to tame a Niffler the older ones are dependable like a well worn invisibility cloak. They keep the revenue flowing much like Gringotts keeps the gold sparkling!

Qatar Airways: The Golden Snitch of Deals

And just this month they snagged a sweet deal with Qatar Airways to supply over 400 engines for their shiny new Boeing 777 9 and 787 aircraft. Now that's a Quidditch victory worth celebrating with a cauldron full of firewhisky! Culp mentioned internal changes led to a double digit increase in deliveries from suppliers in April and May. Good show! Sounds like they've found their Patronus charm against supply chain demons.

The 1000 Headed Hydra: A Supply Chain Mystery

Still it's not all smooth flying. Culp says that solving the supply chain issues is like battling a 1,000 headed hydra – chop one head off and another pops up! "A lot of people say what's the one thing you need to solve for? I wish it was just one thing right? It's 1,000 and it changes," he said. Sounds a bit like trying to understand Snape's true intentions doesn't it? Working with Boeing's CEO to ensure engine deliveries align with their production in 2026 and 2027. Good luck to them both they will need it!