General Electric Co at Bernstein Strategic Decisions Conference Transcript

May 27, 2026 / 03:00PM GMT
Release Date Price: MXN5533 (+2.31%)
Douglas Harned
Sanford C Bernstein & Co LLC - Analyst

Okay, I think we're ready to go. I'm Doug Harned, Bernstein's Global Aerospace and Defense Analyst, and I'm thrilled to have with us again GE Aerospace's CEO and Chairman, Larry Culp.

Larry's got a few things he's going to take us through, and then we'll go into the Q&A.

H. Lawrence Culp
General Electric Co - Chairman of the Board, Chief Executive Officer of GE Aerospace

Doug, thank you.

Good to be back. We always enjoy this conference. Not only is it well timed, it always seems to be an opportunity to get out of the day-to-day details and really talk about what's distinctive and unique about GE Aerospace, both today and as we think about the business going forward.

As Doug said, I will run through a few slides here, and then weâll get into Q&A. Just to level set everybody in the room, GE Aerospace today -- last year generated $42 billion in revenue. People think of us as a hardware business, but we really are a services play, with 70% of revenue coming from the

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