TL;DR
- GE Aerospace will acquire CPP for $11.75bn, bringing a key engine-castings supplier in-house.
- CPP supplies LEAP and GEnx engines; about 70% of revenue comes from commercial and defense engines.
- Airbus delivered 475 aircraft in the first eight months of 2026, up 9% y/y, and remains broadly on track for its full-year target 870.
Do you think Airbus will deliver more than 870 aircraft in total in 2026?
GE Moves to Secure Engine-Casting Capacity
GE Aerospace agreed to buy Consolidated Precision Products (CPP) for $11.75bn, its largest acquisition since becoming a standalone company in 2024. The deal is expected to close in the second half of 2027.
CPP is one of the world’s largest precision-castings suppliers and produces parts for LEAP, GEnx and most major current-generation aircraft programs. GE expects CPP to generate about $2bn in 2027 revenue.
GE expects its airfoil demand to rise more than 30% by 2030 versus 2026, as suppliers simultaneously support new-engine production and aftermarket demand.
GE plans to raise CPP output through better factory yields, higher machine utilization and lower scrap. Bringing airfoil design and manufacturing closer together could also shorten development cycles for new engine technologies.
The deal also matters for competitors: CPP supplies other engine makers, including RTX’s Pratt & Whitney. Howmet Aerospace, a major rival in aerospace castings, fell about 8% after the announcement.
The broader signal is that aerospace manufacturers are increasingly treating supply-chain capacity as a strategic asset. With aircraft demand already extending years into the future, securing enough engines may depend less on order books than on controlling the specialized manufacturing capacity behind them.
Airbus Deliveries Rise 9%
Airbus delivered 475 aircraft between January and August 2026, up from 434 in the same period last year. August deliveries totaled 57 aircraft.
The company is targeting 870 deliveries for the full year, compared with 793 in 2025.
Deliveries of the A320 family rose 11%, while A330 deliveries fell 31% to 11 aircraft.
A330 deliveries resumed in August with one handover after being suspended in June and July following the discovery of a lost tool in an A330 tail section.
Airbus also sold 67 aircraft in August, including eight A350F freighters to an undisclosed customer. Year-to-date gross orders reached 1,157 aircraft, or 1,091 net of cancellations.
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