Delta Air Lines Selects GE Aerospace GEnx Engines to Power New 787-10s
Rhea-AI Summary
GE Aerospace (NYSE:GE) said on Jan 13, 2026 that Delta Air Lines (NYSE:DAL) selected GEnx engines to power 30 new Boeing 787-10 aircraft, with options for 30 more. The agreement includes spare engines and long-term services support to back fleet operations.
The GEnx family has logged more than 70 million flight hours and currently powers about two-thirds of all 787 aircraft. Delta operates over 1,300 GE Aerospace and CFM-powered aircraft, and the deal continues a supplier relationship dating to 1956.
Positive
- 30 firm 787-10 engines ordered with 30 options
- Spare engines and long-term services included in agreement
- 70 million flight hours logged by the GEnx family
- GEnx powers ~2/3 of all 787 aircraft
Negative
- None.
News Market Reaction
On the day this news was published, DAL declined 2.39%, reflecting a moderate negative market reaction. Argus tracked a trough of -2.1% from its starting point during tracking. Our momentum scanner triggered 7 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $1.14B from the company's valuation, bringing the market cap to $46.38B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Before this announcement, GE gained 0.8% while key Aerospace & Defense peers like RTX, HII, WWD, AXON, and BA also showed positive price changes, but no peers were flagged in the momentum scanner, indicating stock-specific rather than coordinated sector momentum.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 04 | Dividend declaration | Positive | +1.2% | Regular quarterly dividend of $0.36 per share confirmed. |
| Nov 19 | Engine order win | Positive | +1.6% | Saudia Group selected GEnx-1B engines for 39 Boeing 787s. |
| Nov 17 | Engine order win | Positive | -1.5% | flydubai ordered 60 GEnx-1B engines plus services for 30 787-9s. |
| Nov 17 | Engine order win | Positive | -1.5% | Emirates agreed to buy 130 GE9X engines for 65 Boeing 777-9s. |
| Nov 05 | Defense collaboration | Positive | +0.3% | Shield AI chose GE’s F110-GE-129 with AVEN for X-BAT program. |
Recent order- and partnership-related news has generally been positive in tone, with three events seeing price gains and two showing declines, indicating mixed but slightly favorable alignment between positive operational news and short-term price reactions.
Over the last few months, GE Aerospace reported strong Q3 2025 results driven by engine deliveries and aftermarket demand, and announced multiple sizeable engine deals (Saudia, flydubai, Emirates) plus an AI-focused propulsion collaboration. Dividend continuity was reaffirmed with a $0.36 quarterly payout. These events frame today’s Delta GEnx selection as another commercial engine win extending GE’s installed base and long-term services pipeline.
Market Pulse Summary
This announcement highlights another commercial win for GE Aerospace, with Delta selecting GEnx engines for 30 Boeing 787-10s plus options for 30 more, alongside spares and long-term services. It reinforces the GEnx fleet’s scale of over 70 million flight hours and a relationship with Delta spanning more than 60 years. In context of recent engine orders and strong Q3 2025 results, investors may track follow-on services growth and widebody demand trends.
Key Terms
cfm technical
AI-generated analysis. Not financial advice.
GE Aerospace Chairman and CEO H. Lawrence Culp, Jr. said, "For more than 60 years, GE Aerospace has been proud to partner with Delta Air Lines, and we're honored the GEnx now will be underwing to support their international growth plans. The GEnx engine will provide reliability, efficiency, and durability for years to come."
Engineered with advanced materials and cutting-edge technologies, the GEnx engine family represents a major leap in modern propulsion with higher time-on-wing and reliability. Since its introduction in 2011, the GEnx family has accumulated more than 70 million flight hours and today powers two-thirds of all 787 aircraft in operation.
Added Ed Bastian, Delta's chief executive officer: "GE Aerospace's GEnx engines will enable us to connect our passengers to international destinations across the globe with greater efficiency and improved reliability and are foundational to our growth vision. We look forward to bringing these cutting-edge engines into our fleet."
GE Aerospace's relationship with Delta Air Lines began in 1956 powering the Convair 880 with CJ-805-3 engines. Today, Delta Air Lines operates an extensive fleet of more than 1,300 GE Aerospace and CFM* powered aircraft that includes CF6, CFM56-7B and LEAP engines.
*CFM is a 50/50 joint venture between GE Aerospace and Safran Aircraft Engines
About GE Aerospace
GE Aerospace is a global aerospace propulsion, services, and systems leader with an installed base of approximately 49,000 commercial and 29,000 military aircraft engines. With a global team of approximately 53,000 employees building on more than a century of innovation and learning, GE Aerospace is committed to inventing the future of flight, lifting people up, and bringing them home safely. Learn more about how GE Aerospace and its partners are defining flight for today, tomorrow and the future at www.geaerospace.com.
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SOURCE GE Aerospace
FAQ
What did GE Aerospace and Delta announce on January 13, 2026 about GE (GE) and DAL?
How many flight hours has the GEnx engine family accumulated as of the Jan 13, 2026 announcement?
What portion of Boeing 787 aircraft does the GEnx power according to GE Aerospace on Jan 13, 2026?
Does the Delta and GE Aerospace agreement include services and spare engines for DAL?
How extensive is Delta's fleet of GE and CFM-powered aircraft mentioned in the Jan 13, 2026 release?
