THE APEX TIMES
At the IATA annual meeting in Rio de Janeiro, Larry Culp said he remains optimistic GE Aerospace can win additional aircraft-engine orders tied to China’s commercial aviation pipeline, citing momentum from recent U.S.-China engagement.
GE Aerospace Chief Executive Larry Culp struck an optimistic tone about future opportunities in China during an interview at the International Air Transport Association’s 82nd Annual General Meeting in Rio de Janeiro. The comments, delivered during the June 6-8 gathering, focused on the possibility of additional aircraft-engine orders for GE and its ecosystem as China continues to refresh and expand its airline fleets.
The IATA event, which draws airline and aviation-supply leadership each year, is being held in Rio de Janeiro from June 6 through June 8, 2026. Culp’s remarks came as global carriers and their suppliers weigh cost pressures, route uncertainty, and the broader geopolitical risk that can affect aircraft procurement and cross-border industrial cooperation.
Culp’s China optimism also reflected a timing advantage linked to higher-level U.S.-China diplomacy. In mid-May, Reuters reported that following President Donald Trump’s talks in Beijing with Chinese President Xi Jinping, China agreed to order 200 Boeing jets, a development that could influence which engine suppliers are chosen for aircraft deliveries into the late 2020s and beyond. Reuters also noted that GE Aerospace, as Boeing’s primary engine supplier, would stand to benefit from any related purchase agreement even though the announced figure was below market expectations.
For GE Aerospace, the opportunity in China is not a blank slate. GE Aerospace and CFM International, the joint venture that produces the LEAP and CFM56 families of engines, already support a sizable installed base across Chinese airlines. China Daily, citing Culp, said GE Aerospace and CFM currently support more than 60 partner airlines in China, with about 8,500 engines in service and nearly 4,600 additional engines on order.
CFM International is a 50/50 joint venture between GE and Safran Aircraft Engines. It develops and produces the LEAP and CFM56 engines, which power much of the world’s single-aisle fleet. In practical terms, new aircraft orders translate into new engine commitments, while the large installed base supports a long-running stream of maintenance, repair, and overhaul work as engines progress through service-life intervals.
Culp also tied his China outlook to capability-building and customer support. China Daily said GE Aerospace plans to continue investing in the United States while strengthening localized service, support, and training capacity in China to help airlines maintain safe and reliable fleet operations. That kind of localized support can matter when airlines want predictable turn times for repairs and parts availability, especially during periods when the wider industry faces supply-chain strain.
Still, the video interview did not provide deal specifics in the available reporting. GE Aerospace did not disclose any target contract size, engine type allocation, or expected timing for new China orders in the material referenced by the interview description. It also remains unclear how much of the optimism is tied to new aircraft purchase decisions versus follow-on engine and aftermarket work linked to existing fleets.
What to watch next is whether China-bound aircraft announcements around the 2026 procurement cycle include engine selections for GE/CFM platforms, and whether further U.S.-China engagement reduces friction around exports and industrial cooperation. For GE Aerospace, additional disclosed engine order intake, changes in delivery schedules, and any commentary on aftermarket demand from Chinese operators would provide clearer indicates of how today’s optimism translates into near-term results.
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