What changed in GE's 10-Q

changes in law, regulation or policy that may affect our businesses, such as trade policy and tariffs; government defense priorities or budgets

changes in law, regulation or policy that may affect our business, including policies related to trade, tariffs or capital allocation; government defense priorities or budgets

As of March 31, 2026, we have not recorded a benefit for potential refunds of IEEPA tariffs paid.

In the second quarter, GE Aerospace submitted refund requests and received a portion of previously paid IEEPA tariffs.

In the first quarter of 2026, demand for commercial air travel grew with departures up 1.7%, with Middle East departures decreasing in March.

In the first six months of 2026, there was a strong demand for engines and services, while commercial air travel departures were roughly flat.

Global material availability and supplier delivery performance continue to cause disruptions and have impacted our production and delivery of equipment and services to our customers.

Global material availability continues to cause disruptions and have impacted our production and delivery of equipment and services to our customers.

including lower utilization and increased prices and lower availability of fuel, which can result in adverse effects on our airline customers.

including lower utilization and increased prices, which can result in adverse effects on our airline customers.

as a result of contract modifications and engines contracted under long-term service agreements that have now been put into service

as a result of commercial actions and increases to existing long-term service agreements