GE Aerospace

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Kratos and GE Aerospace Successfully Ignite GEK800 Cruise Missile Engine - $Kratos Defense & Security(KTOS.US) $GE Aerospace(GE.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗞𝗿𝗮𝘁𝗼𝘀 and 𝗚𝗘 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 successfully ignited the 𝗚𝗘𝗞𝟴𝟬𝟬 turbofan engine.

➤ 𝗚𝗘𝗞𝟴𝟬𝟬 Serial Number 1 successfully tested at the 𝗫-𝟱𝟴 facility.

➤ Successful ignition launches a new 𝗚𝗘𝗞𝟴𝟬𝟬 testing campaign.

➤ Program achieved a 𝟭𝟬𝟬% success rate for this development phase.

➤ GEK800 was recently designated the 𝗙𝟭𝟰𝟯 engine.

➤ Engine targets long-range, stand-off 𝗰𝗿𝘂𝗶𝘀𝗲 𝗺𝗶𝘀𝘀𝗶𝗹𝗲 strike capabilities.

➤ Kratos says the program remains 𝗼𝗻 𝘀𝗰𝗵𝗲𝗱𝘂𝗹𝗲 following successful testing.

➤ Companies are preparing GEK800 for 𝗹𝗮𝗿𝗴𝗲-𝘃𝗼𝗹𝘂𝗺𝗲 production.

➤ Program targets high performance alongside lower 𝗹𝗶𝗳𝗲𝗰𝘆𝗰𝗹𝗲 𝗰𝗼𝘀𝘁𝘀.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Successful ignition reduces a key technical risk before further engine testing.

➤ Advances Kratos and GE's push toward scalable 𝗰𝗿𝘂𝗶𝘀𝗲 𝗺𝗶𝘀𝘀𝗶𝗹𝗲 propulsion.

➤ Large-volume production could expand Kratos' role in 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 propulsion programs.

➤ Lower-cost engines could support greater deployment of 𝗮𝘁𝘁𝗿𝗶𝘁𝗮𝗯𝗹𝗲 strike systems.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗖𝗵𝗿𝗶𝘀 𝗥𝗮𝘄𝗹𝗶𝗻𝗴𝘀, Vice President of Kratos’ Defense Engine Portfolio:

“The combined Kratos, GE Aerospace, and Government test team has demonstrated exceptional focus, discipline, and schedule execution. This team sets the benchmark for operational efficiency and provides a refreshing reminder that our nation can develop turbine engines affordably and at pace.”

𝗝𝗼𝗿𝗴𝗲 𝗣𝗲𝗿𝗲𝘇, General Manager of Edison Works Advanced Combat Engines at GE Aerospace:

“With this latest milestone, the GEK800 engine continues to demonstrate strong performance and durability. Our collaboration with Kratos is delivering a highly capable propulsion system designed to meet the demanding requirements of cruise missile applications.”

𝗦𝘁𝗮𝗰𝗲𝘆 𝗥𝗼𝗰𝗸, President of Kratos’ Turbine Technologies Division:

“Kratos continues to achieve milestones and accelerate program schedules as we prepare for large volume production of our GEK800 engine to support advanced cruise missile systems.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Kratos, GE Aerospace Win U.S. Air Force JASSM Engine Development Contract - $Kratos Defense & Security(KTOS.US) $GE Aerospace(GE.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗚𝗘𝗞𝟴𝟬𝟬 selected as second-source propulsion system for 𝗝𝗔𝗦𝗦𝗠.

➤ U.S. military designated the GEK800 as 𝗙𝟭𝟰𝟯-𝗭𝗭-𝟭𝟬𝟬.

➤ 𝗨.𝗦. 𝗔𝗶𝗿 𝗙𝗼𝗿𝗰𝗲 awarded an Engineering, Manufacturing and Development contract.

➤ 𝗙𝟭𝟰𝟯 is an 𝟴𝟬𝟬-𝗹𝗯 thrust turbofan engine.

➤ Engine targets missiles, collaborative combat aircraft, and 𝘂𝗻𝗰𝗿𝗲𝘄𝗲𝗱 platforms.

➤ Program emphasizes 𝗹𝗼𝘄-𝗰𝗼𝘀𝘁, high-performance engines manufacturable at scale.

➤ 𝗞𝗿𝗮𝘁𝗼𝘀 and 𝗚𝗘 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 began joint development in 𝟮𝟬𝟮𝟯.

➤ Development program has completed more than 𝟱𝟬 engine starts.

➤ Engine successfully completed altitude testing at 𝗣𝘂𝗿𝗱𝘂𝗲 in 𝟮𝟬𝟮𝟱.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Second sourcing could strengthen 𝗝𝗔𝗦𝗦𝗠 propulsion supply-chain resilience.

➤ EMD selection advances the engine toward potential 𝗹𝗮𝗿𝗴𝗲-𝘀𝗰𝗮𝗹𝗲 production.

➤ Supports U.S. efforts to expand domestic 𝗺𝗶𝘀𝘀𝗶𝗹𝗲 manufacturing capacity.

➤ Creates broader opportunities across missiles and 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀 aircraft platforms.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗔𝗺𝘆 𝗚𝗼𝘄𝗱𝗲𝗿, President and CEO of GE Aerospace Defense & Systems:

“The F143-ZZ-100 designation and EMD award are a testament to the strong performance and capability of the GEK800 engine and the strength of our partnership with Kratos. This reflects years of disciplined engineering to deliver propulsion systems that meet the evolving, mission-critical requirements of our military customers,”

𝗘𝗿𝗶𝗰 𝗗𝗲𝗠𝗮𝗿𝗰𝗼, President and CEO of Kratos:

“Kratos has been working with our outstanding partner GE Aerospace and the United States Air Force to support the Department of War in reindustrializing U.S. manufacturing capacity and capability in the area of low cost, rapidly manufacturable, in large quantities, jet engines for drones, cruise missiles and other systems. Kratos and GE Aerospace are making significant investments with our government partners, to support U.S. National Security priorities,”

$GE Aerospace(GE.US) | 𝐁𝐞𝐫𝐧𝐬𝐭𝐞𝐢𝐧 reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐆𝐄 𝐀𝐞𝐫𝐨𝐬𝐩𝐚𝐜𝐞, maintains 𝐏𝐓 𝐚𝐭 $𝟒𝟎𝟓

Analyst sees upside to GE's guidance as fuel price pressures from the Iran conflict appear to be moderating.

$GE Aerospace(GE.US) | Jefferies maintains 𝐁𝐮𝐲 on 𝐆𝐄 𝐀𝐞𝐫𝐨𝐬𝐩𝐚𝐜𝐞, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟒𝟓𝟓 𝐟𝐫𝐨𝐦 $𝟑𝟔𝟓

Analyst sees an upcoming 2026 guidance raise for GE, driven by strong Services growth and increased LEAP delivery expectations.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: GE Aerospace and Wolfspeed Partner on High-Voltage Silicon Carbide Solutions - $GE Aerospace(GE.US) $Wolfspeed(WOLF.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ GE Aerospace and Wolfspeed sign 𝐌𝐎𝐔 to accelerate high-voltage 𝐒𝐢𝐂 adoption.

➤ Partnership targets 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐚𝐥, 𝐚𝐞𝐫𝐨𝐬𝐩𝐚𝐜𝐞, and 𝐝𝐞𝐟𝐞𝐧𝐬𝐞 applications.

➤ MOU includes supply of Wolfspeed’s 𝐰𝐨𝐫𝐥𝐝’𝐬 𝐟𝐢𝐫𝐬𝐭 𝟏𝟎 𝐤𝐕 𝐒𝐢𝐂 𝐌𝐎𝐒𝐅𝐄𝐓 die.

➤ Companies will develop standardized 𝐡𝐢𝐠𝐡-𝐯𝐨𝐥𝐭𝐚𝐠𝐞 power module formats.

➤ Technology supports 𝐀𝐈 infrastructure, solid-state transformers, and electrification.

➤ High-voltage SiC enables more compact, efficient, and reliable power systems.

➤ Collaboration strengthens 𝐔.𝐒. 𝐝𝐨𝐦𝐞𝐬𝐭𝐢𝐜 supply chains for critical technologies.

💬 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

“Separately, our two companies have contributed to several industry-first technologies,” said Kris Shepherd, President of Electrical Power for GE Aerospace.

“Together, we’re ready to shape a robust value chain of high-power silicon carbide based on a mutual appreciation for achieving smaller, reliable and more efficient high-voltage end systems.”

“As AI, electrification, and defense platforms push power demands higher and timelines shorter, GE Aerospace and Wolfspeed are uniquely positioned to deliver the high-voltage silicon carbide building blocks the market needs,” said Robert Feurle, CEO of Wolfspeed.

“By securing domestic sourcing of high-power silicon carbide modules, the two companies are jointly committed to enabling systems that improve efficiency and lower time-to-power. High-voltage silicon carbide is finally production-ready exactly as the market confronts a power-delivery crunch legacy silicon cannot solve.”