Boeing Delivery Delays Lead to Aircraft Order Backlog
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 20 2026
0mins
Source: Fool
- Aircraft Order Backlog: The global backlog of unfilled aircraft orders exceeds 17,000 jets, with Boeing's production delays extending delivery timelines, resulting in an average fleet age of 15 years, which hampers airlines' ability to renew their fleets.
- GE Aerospace Revenue Growth: GE Aerospace has an installed base of approximately 80,000 commercial and military engines, with service revenue reaching $24 billion in 2025, a 26% year-over-year increase, accounting for 53% of total revenue, showcasing the strength of its long-term service agreements.
- TransDigm's Market Advantage: TransDigm focuses on manufacturing critical small components, achieving an operating margin of 47.2% in fiscal 2025, significantly higher than GE's 21.4%, with its pricing power and cash flow performance setting it apart in the industry.
- Investor Choice Consideration: GE offers safety and stable cash flow, generating $7.3 billion in free cash flow in 2025, while TransDigm produced $1.8 billion, prompting investors to choose between platform or parts suppliers based on their risk preferences.
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Analyst Views on GE
Wall Street analysts forecast GE stock price to rise
9 Analyst Rating
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 321.930
Low
275.00
Averages
345.67
High
386.00
Current: 321.930
Low
275.00
Averages
345.67
High
386.00
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. The Company has an installed base of approximately 45,000 commercial and 25,000 military aircraft engines. The Company operates through two segments: Commercial Engines & Services and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul (MRO) of engines and the sale of spare parts and offers services under a variety of arrangements. The Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of its Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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