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GE Aerospace10-Q: Capacity constraint

GE Aerospace reports massive $210.8B backlog, creating pressure on production and delivery.

What happened

The company has a $210.8 billion remaining performance obligation ($32.1B for equipment, $178.7B for services), indicating immense demand that could strain manufacturing capacity and supply chain operations.

Source

SEC EDGARJul 16, 2026

Quarterly report (Form 10-Q)

GE Aerospace 10-Q

Filing excerpt

As of June 30, 2026, the aggregate amount of the contracted revenue allocated to our unsatisfied (or partially unsatisfied) performance obligations was $210,790 million.

sec.gov/Archives/edgar/data/40545/000004054526000049/ge-20260630.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Capacity constraint

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/30
Filed
Jul 16, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$211B (Total remaining performance obligation (backlog))

Details

CIK
40545
Accession number
0000040545-26-000049
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Scaling solutions needed
Signal category
Operations

Extraction

Confidence
High
Relevance
85%
Sentiment
Neutral
Detected
Jul 21, 2026
signal_type
sec-10q
signal_subtype
capacityConstraint

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/d54726b3-982e-46cd-8e9a-d483f7a523c4 returns this record as JSON. POST /v1/companies/enrich returns every signal for geaerospace.com.

{
  "signal_id": "d54726b3-982e-46cd-8e9a-d483f7a523c4",
  "signal_type": "sec-10q",
  "signal_subtype": "capacityConstraint",
  "detected_at": "2026-07-21T07:03:10.909+00:00",
  "company": {
    "name": "GE Aerospace",
    "domain": "geaerospace.com"
  },
  "data": {
    "detail": "The company has a $210.8 billion remaining performance obligation ($32.1B for equipment, $178.7B for services), indicating immense demand that could strain manufacturing capacity and supply chain operations. This pressure creates opportunities for vendors offering efficiency, automation, and supply chain optimization solutions to help meet contractual deadlines.",
    "metrics": {
      "timeframe": "current_quarter",
      "dollar_context": "Total remaining performance obligation (backlog)",
      "dollar_millions": 210790
    },
    "summary": "GE Aerospace reports massive $210.8B backlog, creating pressure on production and delivery.",
    "excerpts": "As of June 30, 2026, the aggregate amount of the contracted revenue allocated to our unsatisfied (or partially unsatisfied) performance obligations was $210,790 million.",
    "relevance": 0.85,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/40545/000004054526000049/ge-20260630.htm",
    "filing_date": "2026-07-16",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Scaling solutions needed",
    "signal_category": "operations"
  }
}

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