H. Lawrence Culp, Jr.Chairman & Chief Executive Officer, GE Aerospace (GE)
Signs GE Aerospace's filings as Chairman and CEO. He arrived in October 2018 as the first outsider to run General Electric, having spent thirteen years building Danaher, and spent his first years cutting debt and then dismantling the conglomerate into three listed companies. What is left under him is the jet-engine business, run on a lean operating system the company calls FLIGHT DECK; his public argument is that the constraint on growth is material input from suppliers rather than demand, and that time-on-wing improvements on the LEAP fleet are what convert a backlog of more than $210 billion into services revenue.
3 recorded appearances
Four days after the second-quarter print, Culp put the quarter alongside the megawatt-class hybrid-electric demonstrator and argued the demand picture is not the constraint. The interview is where he framed the supply chain, not orders, as what limits how fast the backlog converts.
Watch or read →A fifty-minute fireside chat with Bernstein's aerospace analyst, held in place of the investor day GE postponed in 2025. Culp used it to lay out the services-led case for the installed base and the FLIGHT DECK operating changes behind shop-visit output.
Watch or read →The management half of the story rather than the numbers: Culp argues that a culture where people surface problems without penalty is the precondition for lean actually working. Useful context for why he keeps pointing at shop-visit throughput rather than orders.
Watch or read →