EarningsAnalyst's Q2 EPS estimate is raised to $0.96, reflecting lower negative-margin OE mix as production rates remain hampered by supply chain.
Market PositionThe competitive position continues to improve, with 71% share of the installed base, and the LEAP fleet poised to grow at a 19% CAGR to over 18K engines.
Revenue GrowthFree cash flow is estimated at $5.6 billion in 2024, up from $4.7 billion in 2023, supporting a $15 billion buyback and a 250% dividend raise.