GE Aerospace says the Air Force NGAP contender is its first engine defined by a machine-readable model from design through assembly, and it is now working with suppliers so they can use that same model for machining and inspection.
Reality
- Evidence40
- Adoption20
- Hype gap+32
- Incentives72
- Confidence42
Cezar Consing is keeping the Philippine group whole while telling its units to send more cash to the centre, which is break-up discipline run internally, and the comparison he has to beat is GE's 7.7-fold market value since 2018.
Reality
- Evidence44
- Adoption38
- Hype gap+24
- Incentives72
- Confidence55
The Series E takes company-reported run-rate from $492M to close to $900M in four months, but nothing in the announcement says how much of that is Devin agent work and how much is Windsurf editor seats.
Reality
- Evidence38
- Adoption55
- Hype gap+22
- Incentives74
- Confidence46
The new HyCAT phase combines a booster and a cruiser into a single all-up-round test bed, which is the sort of thing a hypersonic program office would rather rent than build, though nothing published says how often it flies.
Reality
- Evidence35
- Adoption20
- Hype gap+20
- Incentives70
- Confidence40
Sealants, rubber, paints, bolts and cleaning agents are now on China's replacement list. Engines get the headlines; consumables are where incumbents book reorder revenue.
Reality
- Evidence38
- Adoption42
- Hype gap+12
- Incentives68
- Confidence44
DragonGC's third annual count found 14 Fortune 1000 companies below 80% support, down from 25. What they disclosed next reads like a project report, not an apology.
Reality
- Evidence55
- Adoption62
- Hype gap+12
- Incentives65
- Confidence48
Kratos and GE Aerospace's GEK800 is now the F143-ZZ-100, with an EMD contract to become a second propulsion source for JASSM rather than a replacement for the incumbent.
Reality
- Evidence42
- Adoption24
- Hype gap+22
- Incentives72
- Confidence45