GE Aerospace CFO Says We Will Be Price-Cost Positive In 2024; Expect Leap To Be Profitable Next Year As A Program; Expect 9x Engine To Remain A Headwind; Expect Inflation Headwinds To Subside In 2025; We Have Planned For Mid Single Digit Price Increases Next Year
Portfolio Pulse from Benzinga Newsdesk
During the Investor Day, GE Aerospace's CFO announced expectations for the company to become price-cost positive in 2024, with the Leap program turning profitable next year. The 9x engine is anticipated to remain a challenge, while inflation headwinds are expected to ease by 2025. The company has planned for mid-single digit price increases next year.

March 07, 2024 | 3:57 pm
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POSITIVE IMPACT
GE Aerospace's CFO's optimistic financial outlook for 2024 and beyond, including profitability of the Leap program and planned price increases, could positively influence GE's stock.
The CFO's positive outlook on becoming price-cost positive, the profitability of the Leap program, and planned price increases are strong indicators of future financial health and operational efficiency. These factors are likely to be viewed positively by investors, potentially leading to an increase in stock price. However, the mention of the 9x engine as a continuing headwind and inflation concerns until 2025 introduces some caution, hence the confidence score is not at the maximum.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 100