| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q3'26 | October 20, 2026 | 8/12 | 3 medium flags | 1 | 0 | Call sheet → |
| Q2'26 | July 16, 2026 | 7/12 | 2 high, 4 medium, 2 low flags | 4 | 0 | Call sheet → |
| Q1'26 | April 21, 2026 | 10/12 | 1 high, 3 medium, 2 low flags | 1 | 0 | Call sheet → |
| Q4'25 | January 22, 2026 | 9/12 | 3 medium, 4 low flags | 5 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q3'26 | Pending | GE9X losses expected to peak by the time we get into 2028 2028 has not arrived. Q3 added a specific 2027 headwind figure ($300 million YoY) consistent with, not contradicting, the prior trajectory. |
| Q3'26 | Pending | FCF conversion should normalize going forward YTD conversion declined from over 140% at Q2 to 105% at Q3. This is normalization, although conversion remains above 100%. |
| Q3'26 | Pending | Full LEAP-1A/1B durability kit cut-over (aftermarket and new make) expected early in 2027 2027 has not started and the topic was not addressed at all this quarter; actual status not stated on the call. |
| Q3'26 | Pending | No reason 2027 should diverge from double-digit commercial services growth Pending: low-double-digit growth is consistent with the earlier double-digit outlook, and 2027 has not begun. |
| Q3'26 | Pending | CFM56 shop visits expected at the higher end of the 2,300-2,400 range Full year 2026 not yet closed; Q3 commentary trends the figure 'closer to the 2,400 mark', consistent with the prior high-end expectation but not yet finalized. |
| Q3'26 | Delivered | We expect a gradual return to modest departures growth in the second half Q3 departures were up 1% and management reiterated expectation for 2027 departures growth, consistent with the prior commitment. |
| Q2'26 | Delivered | Continued margin pressure from installed engines Margins compressed 130bps as expected from GE9X and installed growth |
| Q2'26 | Delivered | LEAP-1B durability kit certification Achieved certification but industrialization timeline slipped to early 2027 |
| Q2'26 | Pending | Shop visits trending to high end of 2,300-2,400 range Confirms April conservatism but highlights capacity constraints |
| Q2'26 | Exceeded | 95% of spare parts revenue in backlog for Q2 Delivered but concerning that Q3 starting position identical despite Q2 efforts |
| Q2'26 | Pending | Services revenue up roughly $4B year over year Raised from $3.5B. H1 up ~$2B suggests heavy H2 lift required |
| Q2'26 | Delivered | Full-year departures growth of flat to low single digits Maintained guidance despite Q2 being 'roughly flat', trending to low end of range |
| Q1'26 | Pending | Roughly double LEAP internal capacity through MRO investments Investments proceeding but capacity constraints still evident in delinquency |
| Q1'26 | Pending | Free cash flow of $8B to $8.4B for 2026 Maintained range, Q1 performance supports high end trajectory |
| Q1'26 | Pending | EPS of $7.10 to $7.40 for 2026 Maintained range but trending toward high end after strong Q1 |
| Q1'26 | Exceeded | Commercial services up mid-teens in 2026 Now expecting services up roughly $4B vs. $3.5B previously guided |
| Q1'26 | Pending | LEAP OE to be profitable in 2026 Reaffirmed commitment, critical for margin expansion story |
| Q1'26 | Pending | Low double-digit revenue growth for 2026 Maintained guidance range despite strong Q1, trending toward high end |
| Q4'25 | Delivered | CFM56 retirements in 2% to 3% range Came in at 1.6%, better than range, but they removed range guidance going forward |
| Q4'25 | Missed | Priority suppliers shipping 95%+ of committed volume Language softened to '90% plus level' - suggests some deterioration |
| Q4'25 | Exceeded | Free cash flow $7.1B to $7.3B (raised $500M) Generated $7.7B, above raised range |
| Q4'25 | Exceeded | $8.65B to $8.85B operating profit (raised $400M) Delivered $9.1B, above raised guidance range |
| Q4'25 | Delivered | Revenue to grow high teens (raised from mid-teens) Achieved 21% revenue growth, within raised guidance |
| Q4'25 | Exceeded | LEAP deliveries more than 20% for full year (raised from 15-20%) Delivered 28% growth, well above raised guidance |
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