GE Aerospace more than doubled GEnx turbofan deliveries in the third quarter of 2026, supplying over 50 engines to Boeing after shortages had constrained 787 Dreamliner production earlier this year.
Chief Financial Officer Rahul Ghai said deliveries increased month by month during the quarter. Maintaining that pace is important for Boeing, which has identified engine availability among the constraints on higher Dreamliner production.
Boeing CEO Kelly Ortberg said earlier this year that engine supply was limiting the company's ability to raise the 787 production rate. The manufacturer currently builds seven Dreamliners per month in Charleston, South Carolina, and plans to reach a rate of eight before moving toward 10 per month.
Boeing delivered 22 787s during the third quarter, including 10 in September. Demand remains strong, with the Dreamliner backlog exceeding 1,000 aircraft. The GEnx-1B is one of two engine options for the 787, alongside the Rolls-Royce Trent 1000.
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GE Aerospace reported an 8% increase in total engine deliveries during the quarter. Equipment revenue grew 38%, while revenue from Commercial Engines & Services rose 21% to US$10.3 billion.
CFM International LEAP deliveries increased 5% compared with the same period last year. CFM is a joint venture between GE Aerospace and Safran Aircraft Engines and supplies the LEAP-1A for the Airbus A320neo family, the LEAP-1B for the Boeing 737 MAX and the LEAP-1C for the COMAC C919.
GE9X deliveries underway for 777X
GE Aerospace is also supplying GE9X engines for Boeing's 777X production aircraft before the widebody receives certification.
The company expects to reach a certification milestone known as “midseal” by the end of 2026. GE is already delivering engines to Boeing but will not recognize revenue from those units until that milestone is completed.
The GE9X is the exclusive engine for the 777X family. Boeing is already assembling aircraft for customers while flight testing and certification of the 777-9 continue.
