GE Aerospace : to Invest Another $1B in U.S. Manufacturing

• Investment will help customers by accelerating engine deliveries, ramping parts that extend time-on-wing, and strengthening defense production and supplier base

• Hiring additional 5K U.S. workers in 2026

CINCINNATI – March 9, 2026 – GE Aerospace plans to invest another $1 billion in its U.S. manufacturing sites and supplier base during 2026 to help accelerate engine deliveries, ramp production of parts that safely extend time between maintenance shop visits, and strengthen defense production to keep pace with military demand.

The 2026 investment-the company’s second consecutive $1 billion U.S. investment-will benefit sites across more than 30 communities in 17 states. GE Aerospace also plans to hire 5,000 U.S. workers, including both manufacturing and engineering roles, in addition to the 5,000 people it hired last year. View an interactive map of planned investments: https://www.geaerospace.com/manufacturing

“Maintaining U.S. aerospace leadership requires sustained investment in our people, our facilities, and the technologies that will define the future of flight,” said H. Lawrence Culp, Jr., Chairman and CEO of GE Aerospace. “This investment is for our customers, our communities, and our country.”

Since 2024, GE Aerospace has announced plans to invest more than $2.5 billion across its U.S. manufacturing sites and supplier base, including approximately $600 million in sites producing defense engines during the last three years. This manufacturing investment is in addition to the nearly $3 billion GE Aerospace invests annually in research and development.

Accelerating Deliveries
The investment expands capacity at sites producing and assembling commercial and defense engines. This includes $115M in Cincinnati, Ohio-home to GE Aerospace’s headquarters- to modernize infrastructure, increase test cell capacity, and expand advanced 3D metal printing capabilities.

Defense
More than $275 million of the $1 billion is planned to upgrade sites producing defense engines and components, helping to strengthen the U.S. defense industrial base to deliver at pace for the warfighter’s evolving needs. Highlights include:
• $40+ million for Lynn, Mass., to refresh machinery, expand test cell capacity and flexibility to meet delivery pace, and make building upgrades.
• $10 million for Madisonville, Ky., to invest in new machines increasing part production, inspection equipment, tooling, and facility upgrades.

Commercial
The company is expanding commercial engine production capacity, particularly the CFM LEAP engine that powers the Boeing 737MAX and Airbus A320 aircraft families. These investments will increase part production for maintenance sites, helping reduce turnaround times. Highlights include:
• $200 million to expand manufacturing capacity for LEAP high-pressure turbine durability kits that will improve time-on-wing for customers by more than two times in hot and harsh conditions. The investment also supports production of the reverse bleed system, which reduces the need for on-wing maintenance.
• $20 million for Durham, N.C., for specialized tooling, engine line assembly systems, and building upgrades to support the increased assembly of narrowbody and widebody engines.
• $7 million for Lafayette, Ind., in new tools, equipment, and facility upgrades that support engine assembly and increase capacity to meet 2026 narrowbody engine deliveries.

Investing in Supply Chain
GE Aerospace is investing more than $100 million, as part of the $1 billion, in its external supplier base. These funds will provide tooling and equipment to help stabilize production schedules-critical to meeting delivery commitments. Deploying these investments alongside FLIGHT DECK, the company’s proprietary lean operating model, already have helped improve material input last year by more than 40 percent from priority suppliers compared to the previous year. This, in turn, drove commercial engine deliveries up 25 percent and defense engine deliveries up 30 percent in 2025 compared to the previous year.

Investing in U.S. Workforce
Today’s hiring news builds on GE Aerospace’s announcement last fall of a new, $30-million GE Aerospace Foundation program to train 10,000 workers by 2030 with the manufacturing skills to support the entire industry.

*CFM LEAP engines are made by CFM International, a 50-50 joint company between GE Aerospace and Safran Aircraft Engines.

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About GE Aerospace
GE Aerospace is a global aerospace propulsion, services, and systems leader with an installed base of approximately 50,000 commercial and 30,000 military aircraft engines. With a global team of approximately 57,000 employees building on more than a century of innovation and learning, GE Aerospace is committed to inventing the future of flight, lifting people up, and bringing them home safely. Learn more about how GE Aerospace and its partners are defining flight for today, tomorrow, and the future at www.geaerospace.com.

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Japan, US Consider $13B Display Manufacturing Plant Partnership

The United States and Japan are exploring a partnership to construct a display manufacturing facility on American soil as part of Japan’s $550 billion investment commitment. The collaboration with Japan Display aims to reduce U.S. dependence on Chinese display technology for military applications.

Government officials from the United States and Japan are exploring the possibility of establishing a display manufacturing facility on American soil through a collaboration with Japan Display, according to two informed sources who spoke Monday.

This potential partnership would fall under Japan’s comprehensive $550 billion investment commitment and represents an effort to reduce America’s dependence on Chinese-made display technology, particularly for defense applications. The move comes as intense pricing pressures have forced most Japanese display manufacturers to exit the global market.

Japan Display has chosen not to provide any statement regarding these discussions. However, the company’s stock price jumped dramatically by 80% on Monday, bringing the financially troubled firm’s market value to 190 billion yen, equivalent to approximately $1.2 billion.

According to initial reporting by Nikkei Asia, the proposed manufacturing project carries an estimated price tag of around $13 billion.

Sources familiar with the negotiations indicate this display facility represents just one element of multiple agreements currently being discussed between Washington and Tokyo. One source, speaking on condition of anonymity, confirmed the broader scope of these talks.

Previous reporting has revealed that both nations are also working to incorporate a nuclear energy initiative featuring Westinghouse into a second phase of agreements, all stemming from investment pledges Japan made as part of its trade tariff arrangement with the United States.

Japan Display originated in 2012 through a government-supported consolidation that combined the display manufacturing divisions of major corporations Sony Group, Toshiba, and Hitachi. The company previously held a position among the world’s leading liquid crystal display panel producers and served as the main screen supplier for Apple’s iPhone products.

However, Apple’s transition to organic light-emitting display technology, coupled with aggressive pricing from Chinese competitors, has resulted in Japan Display experiencing financial losses for over ten years.

Currently, the company is streamlining its Japanese manufacturing operations to concentrate resources on automotive display markets while simultaneously discontinuing OLED panel manufacturing for Apple Watch devices.

The Japanese government previously invested more than 460 billion yen in Japan Display before divesting its stake last year, ultimately losing approximately one-third of its total investment.

Industry analysis firm Counterpoint projects that China will maintain its dominance in worldwide display manufacturing capacity, with its market share expected to grow from 68% in 2023 to 75% by 2028.

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HD Hyundai Electric expands US transformer manufacturing capacity

VIPs pose during a groundbreaking event for HD Hyundai Electric’s second plant in Montgomery, Ala., Friday (local time). Third from left are Montgomery City Council President Cornelius Calhoun, HD Hyundai Electric CEO Kim Young-ki, Korean Consulate General in Atlanta Lee Jun-ho, HD Hyundai Electric Vice Chairman Cho Seok and Alabama Department of Commerce Secretary Ellen McNair. Courtesy of HD Hyundai Electric

HD Hyundai Electric is strengthening its presence in the North American market, expanding its manufacturing capacity in the United States.

The company said Sunday that it held a groundbreaking ceremony in Montgomery, Alabama, Friday (local time), for the second plant of HD Hyundai Power Transformers USA, its North American manufacturing subsidiary.

The new facility, scheduled to be completed in April next year, will span 29,000 square meters within the existing Montgomery site.

By investing $200 million, the company will expand its ultra-high-voltage transformer production capacity by 50 percent and establish new testing and production lines for 765-kilovolt transformers, a key component seeing rising demand as the U.S. pushes to add high-voltage backbone transmission networks to its power grid.

Once completed, the new plant is expected to generate roughly 200 billion won ($134.68 million) in additional annual revenue.

“The North American manufacturing subsidiary has played a pivotal role in strengthening our foothold in the U.S. market through localized manufacturing,” a company official said.

“With the successful completion of the second plant and additional expansion at our Ulsan facility scheduled for September, we expect to further reinforce our leadership in the North American ultra-high-voltage transformer market.”

Established in 2011, HD Hyundai Power Transformers USA is the first transformer manufacturing facility built in the U.S. by a Korean electrical equipment company and remains the largest production site for power transformers in the country.

The company has steadily expanded its investment into the site over the past decade, initially investing 62.6 billion won to establish the plant and adding 53.7 billion won to boost capacity in 2018. In 2023, it added a dedicated transformer storage facility with an 18.3 billion won investment.

The regional manufacturing base has helped shorten delivery lead times and improve customer responsiveness, reinforcing its credibility and competitiveness in the market.

As a result, its U.S. operation has been seeing steady growth with the subsidiary’s annual revenue climbing from about $100 million in 2017 to roughly $400 million last year. Its workforce also expanded from 100 in 2011 to about 460 in 2025. The company plans to hire about 200 additional workers once the second plant is completed.

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US-Israel-Iran Conflict: The Manufacturing Impacts

Air freight capacity

The conflict has severely impacted air freight capacity, with data from Netherlands-based consultancy Rotate showing global air cargo capacity down 18% from the previous week.

Emirates SkyCargo, the fourth-largest cargo airline by traffic, suspended flights until 3:00pm UAE time on March 2, while also placing temporary restrictions on booking and acceptance of all new shipments for 24 hours.

FedEx suspended flights to and from Bahrain, Iran, Iraq, Israel, Jordan, Kuwait, Lebanon, Oman, Qatar, United Arab Emirates and Saudi Arabia, with pickup and delivery services in several of these markets temporarily halted.

Qatar Airways, which operates 29 Boeing 777 freighter aircraft offering more than 3,000 tonnes of capacity per day, temporarily halted flights due to Qatar’s airspace closure.

The reduction in air cargo capacity has created a bottleneck for time-sensitive shipments, with pharmaceutical companies and technology manufacturers particularly affected.

Freight forwarders report that available cargo space is being prioritised for medical supplies and critical components.

Airfreight rates on key routes have reached record levels, with some shippers reporting costs exceeding pre-pandemic peaks as demand outstrips the severely constrained capacity.

Manufacturing challenges

The disruption could create particular challenges for manufacturers across multiple sectors.

Just-in-time delivery for microchips and consumer technology components has been severely disrupted, with electric vehicle (EV) batteries and semiconductors  stranded in the Gulf.

Air freight costs have reportedly spiked, affecting manufacturers dependent on components and Active Pharmaceutical Ingredients from India.

The construction sector faces delays in delivery of Chinese structural steel and specialised materials like heat-reflective glass, which cannot be airlifted.

Multiple companies are invoking force majeure clauses with potential multi-month stop-work orders on major projects.

Simon says: “Just what does happen next now depends on the intentions and actions of several actors and the composition of the next Iranian regime. But for businesses, there is a need to enact contingency plans immediately and begin working through the implications of this conflict lasting weeks or months, rather than days.”

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Permitting Reform Talks Restart—A Welcome Sign for Manufacturers

Washington, D.C. – Following the decision by Sens. Martin Heinrich (D-NM) and Sheldon Whitehouse (D-RI) to reopen permitting reform negotiations, National Association of Manufacturers President and CEO Jay Timmons released the following statement:

“Permitting reform is one of the key pillars of a comprehensive manufacturing strategy that will help clear the skies for manufacturers. We thank Sens. Whitehouse and Heinrich for reopening negotiations on this critical issue. The stakes couldn’t be higher for manufacturers: America’s permitting system is broken—with projects taking up to 80% longer to move forward than in peer nations. America cannot lead the world in all forms of energy, AI and advanced manufacturing while projects remain stuck in yearslong permitting delays. Coming off the NAM State of Manufacturing Tour, the message has been clear—America needs a faster, more reliable permitting system to build the infrastructure that powers growth and keeps our industry competitive. 2026 must be the year of permitting reform. We want ribbon cuttings, not red tape, so manufacturers can build new shop floors, energy facilities and new infrastructure here in the United States.

“In addition to our champions in the House of Representatives—including Natural Resources Committee Chairman Bruce Westerman (R-AR), Transportation and Infrastructure Committee Chairman Sam Graves (R-MO) and Rep. Jared Golden (D-ME)—we are grateful to Sens.  Whitehouse, Heinrich, Shelley Moore Capito (R-WV) and Mike Lee (R-UT) for their continued efforts to advance bipartisan, comprehensive permitting reform—an essential pillar of a comprehensive manufacturing strategy and an all-of-the-above approach to energy. By modernizing our broken permitting system, Congress can deliver the certainty manufacturers need to build faster, invest with confidence and improve the quality of life for all Americans.”

Background:

In February, the NAM launched “Building to Win,” a six-figure campaign urging Congress to pass robust infrastructure investments and reauthorize critical federal highway programs before they expire on Sept. 30. As part of the launch, the NAM unveiled a new infrastructure policy roadmap, including original analysis on the economic costs of congestion on manufacturers and a set of core infrastructure policy pillars. The NAM also debuted a new ad underscoring the importance of infrastructure investment and permitting reform to manufacturing competitiveness.

Permitting reform has long been a top legislative priority for the NAM. In the final weeks of 2025, the NAM pushed for permitting reform measures that advanced in the House—including the passage of the SPEED ACT. Manufacturers are calling on the Senate to take the helm and build on that momentum by advancing the SPEED Act, a cornerstone of the NAM’s “Manufacturing’s Roadmap to AI and Energy Dominance.”

The National Association of Manufacturers is the largest manufacturing association in the United States, representing small and large manufacturers in every industrial sector and in all 50 states. Manufacturing employs nearly 13 million men and women, contributes $2.95 trillion to the U.S. economy annually and accounts for 53% of private-sector research and development. The NAM is the powerful voice of the manufacturing community and the leading advocate for a policy agenda that helps manufacturers compete in the global economy and create jobs across the United States. For more information about the NAM or to follow us on Twitter and Facebook, please visit www.nam.org.

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North America Manufacturing News Digest – the industry stories you should be aware of

Welcome to our weekly roundup of North America manufacturing news, designed to inform you of all the industry stories you should know about.

US manufacturing growth slows to seven-month low as tariffs and weather hit exports

Growth in the US manufacturing sector slowed in February, with new data showing the pace of expansion easing to its weakest level in seven months amid falling exports, tariff pressures and weather disruption. Read more via The Manufacturer

Carhartt backs next generation of tradespeople with $375k NCCER grant

Carhartt has announced a $375,000 grant through its “For the Love of Labor” program to the National Center for Construction Education and Research (NCCER), a nonprofit leader in skilled trades workforce development. Read more via The Manufacturer

Unox officially opens U.S. manufacturing facility

Unox officially celebrated the grand opening of its first U.S. manufacturing facility in Denver, North Carolina this week. Read more via The Manufacturer

Canada’s Dainty Foods announces first US manufacturing operation

Dainty Foods, a Canadian-based producer of private-label rice and ready-to-heat meal solutions, has announced it will establish its first United States manufacturing operation in Batavia Township, Ohio. Read more via The Manufacturer

Edible Garden to develop Midwest ready-to-drink manufacturing hub

Edible Garden has announced plans to develop a ready-to-drink (RTD) beverage manufacturing platform at its Midwest facility as it expands beyond fresh produce into shelf-stable nutrition products. Read more via The Manufacturer

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US President Donald Trump holds meeting with the largest American defence manufacturing companies

US President Donald Trump held a meeting with the largest American defence manufacturing companies yesterday and said that they have agreed to quadruple the production of exquisite class weaponry. 

Sharing the details in a social media post, President Trump highlighted that the US has a large supply of medium- and Upper Medium Grade Munitions, which he said have been used not only in Iran but also in Venezuela. 

The US President also mentioned in his post that the companies represented were the CEOs of BAE Systems, Boeing, Honeywell Aerospace, L3Harris Missile Solutions, Lockheed Martin, Northrop Grumman, and Raytheon. 

He said the meeting concluded with another meeting scheduled in two months and added that states all over the United States are bidding for these new Plants.

The meeting with the defence company CEOs comes as the United States continues with its Operation Epic Fury in West Asia.

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Tom Still: Manufacturers yearn for predictability in uncertain times

The column below reflects the views of the author, and these opinions are neither endorsed nor supported by WisOpinion.com.

MADISON, Wis. – American manufacturing has dealt with its share of ambiguity of late, from the shifting sands of tariffs to environmental rules altered after years of private investment, and from phasing in artificial intelligence to managing chronic worker shortages that AI even can’t solve.

Now comes a Mideast war, an uptick in oil prices and an expectation that military needs for munitions and high-tech weaponry must be quickly fulfilled.

Meet Jay Timmons, the president and chief executive officer of the 14,000-member National Association of Manufacturers … and a fan of Wisconsin’s largest business sector.

Timmons visited Milwaukee recently as part of a seven-city “State of Manufacturing” tour that began at Cleveland’s Rock & Roll Hall of Fame and concluded in Phoenix, Ariz. I spoke with him following his visit to Rockwell Automation in Milwaukee.

Even during the 10 days that annual tour covered, the landscape changed for U.S. manufacturers coast-to-coast.

On the front end of the road show, the U.S. Supreme Court ruled, 6-3, against President Trump on his use of a specific law for levying taxes on imported goods and services. Timmons urged more predictability moving ahead.

“Manufacturers rely on stability to plan investments, grow operations and create jobs,” he said. “Ongoing legal and policy uncertainty makes it more difficult to make the long-term decisions that drive American competitiveness.”

Some U.S. companies have no problems with tariffs – with the steel industry being an example – while others don’t like them, such as heavy equipment manufacturers. I asked Timmons what NAM leaders think about them.

“We know that Donald Trump likes tariffs. Whether we like them or not is really irrelevant,” Timmons said, while noting they have a role in punishing “bad actors” in the trading world.

What’s relevant to manufacturers, Timmons added, is certainty in planning for capital investments, workforce decisions and more. Abrupt policy changes can be costly for much longer than a few months or a year. “You’re talking decades,” he said.

On the back end of Timmons’ trip, a shooting war broke out in Iran and throughout the Middle East.

“From serving as the ‘Arsenal of Democracy’ (during World War II) to equipping those who defend freedom today, our industry has the capacity to support U.S. objectives across multiple theaters and sustained operations,” Timmons said in a follow-up statement.

Perhaps he anticipated some observers would question if the United States had enough firepower to wage a long war – with reserves if the conflict grew longer and hotter. Those doubts have been raised but largely downplayed by defense and market analysts.

Other topics covered in our conversation:

• Wisconsin is one of the nation’s top three manufacturing states in per capita terms and well-represented on the association’s board of directors. Blake Moret, who leads Rockwell Automation, was named NAM’s chairman in January. Timmons said Wisconsin companies have an otherwise strong board presence. “I think that speaks highly of the power and might of manufacturing in Wisconsin,” he said.
• There are 433,000 unfilled jobs in U.S. manufacturing today and it’s not only welders and electricians, but programmers who will be needed to help integrate technology into production. “AI is an additive to the workforce,” he said. “It allows human beings to be more productive and efficient. But we’ve got to make some policy changes in terms of permitting, energy supply and significant upgrades to the (electrical) grid.”
• So far, U.S. manufacturing has not accelerated its production of semiconductor chips, despite goals set by the Chips and Science Act of 2022. That’s an urgent need because about 90% of new chips today are manufactured in Taiwan. Again, producing more chips boils down to certainty in how policies are carried out.

“The state of (American) manufacturing will remain competitive … and productive if policymakers will help provide stability,” Timmons said. “Manufacturers can adjust to many things, but uncertainty makes that harder.”

At a time when many Americans have daily jitters about which political “shoe” will fall next, predictability is something most people would welcome – whether they work in manufacturing or not.

Still is past president of the Wisconsin Technology Council and an advisor to Competitive Wisconsin Inc. tstill@insidewisconsin.net.

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Reynolds Pledges $3.2B to U.S. Manufacturing by 2030

Today (March 5), Reynolds American announced the launch of its “Growing Tomorrow” campaign, a commitment to invest more than $3.2 billion in its U.S. operations by 2030 in order to strengthen American manufacturing, support jobs, and expand its multicategory nicotine portfolio. The investment program, which began in 2024, is expected to support more than 2,000 direct and indirect jobs across the company’s operations and supply network. President and CEO David Waterfield said the campaign reflects continued investment in U.S. manufacturing and workforce development as the company positions itself for long-term growth.

The funding will support Reynolds American’s ongoing transition toward a predominantly smokeless portfolio, including modernization and expansion of manufacturing facilities, increased innovation and production capacity, and stronger domestic supply chains. The company said more than $200 million has already been invested in U.S. manufacturing over the past two years as part of the broader commitment.

The company currently employs more than 4,300 people in the United States across manufacturing, science, engineering, and corporate roles. Chief People Officer Borgia Walker said the organization is focused on expanding career opportunities and workforce capabilities as it continues to grow. Reynolds American said its supply chain also supports agriculture and local economies nationwide. In 2025, the company was the largest purchaser of U.S. tobacco leaf, reinforcing the role of farmers, particularly in North Carolina, within its domestic supply network.

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BMW Manufacturing Remains Largest Automotive Exporter By Value in the United States

• Export Value from South Carolina Plant is $9 Billion.
• Nearly 200,000 BMWs Exported to Nearly 120 Countries.
• From 2014 to 2025, BMW’s Export Value Totaled More Than $113 Billion.

Spartanburg, S.C. – March 5, 2026… BMW Manufacturing
has confirmed that it led the nation in automotive exports by value
during 2025, according to data released by the U.S. Department of
Commerce. Last year, the South Carolina plant exported nearly 200,000
BMW X models with a total export value of $9 billion. Additionally,
from 2014 – 2025, Plant Spartanburg exported nearly 3 million vehicles
with an export value of $113 billion.

The BMWs assembled in Spartanburg, South Carolina, were primarily
exported through the Port of Charleston, SC, and through four
additional ports: Brunswick, GA; Jacksonville, FL; Everglades, FL; and
Baltimore, MD. More than 14,000 BMWs were also exported via rail.

“Free trade and open markets enable growth and prosperity. Our plants
— and above all the strong supplier networks in each respective region
— benefit from this,” said Milan Nedeljković, Member

of the Board of Management of BMW AG responsible for Production.

“BMW Manufacturing is proud to be the largest automotive exporter by
value in the United States, a distinction that underscores our
commitment to both the state of South Carolina and the nation’s
economic strength,” said Dr. Robert Engelhorn, president and CEO of
BMW Manufacturing. “Our exports play a crucial role in supporting a
favorable balance of trade, which is essential for sustained economic growth.

During 2025, associates assembled 412,799 BMW X models. This marks
the third-highest total in the plant’s 32-year history and the seventh
time the plant has exceeded 400,000 units.

Since 1992, the BMW Group has invested nearly $16 billion in its
South Carolina operations. BMW Manufacturing is the largest BMW Group
plant in the world, assembling more than 1,500 vehicles each day. The
plant is an important part of BMW’s global production network and
plays a critical role in meeting the high demand for BMW Sports
Activity Vehicles and Coupes in the U.S. and around the world. About
50 percent of its vehicles are shipped to nearly 120 global markets,
making the BMW Group the largest automotive exporter by value in the
United States for more than a decade. In 2025, more than 52 percent of
BMW vehicles sold in the United States came from Plant Spartanburg.
The model portfolio includes five top-selling BMW X models, three
Motorsport X models, and two plug-in hybrid electric vehicle X models.
The factory has an annual production capacity of up to 450,000
vehicles and has more than 12,000 jobs onsite. 

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BMW Manufacturing Co., LLC

BMW Manufacturing Co., LLC is a subsidiary of BMW AG in Munich,
Germany, and assembles the BMW X3, X5, X5 M, X7, and XM Sports
Activity Vehicles and the BMW X6 and X6 M Sports Activity Coupes.  In
addition to the South Carolina manufacturing facility, BMW Group North
American subsidiaries include sales, marketing, and financial services
operations in the United States, Canada and Latin America; a
manufacturing plant in San Luis Potosi, Mexico; and a design firm and
technology office in California. For more information on BMW
Manufacturing, visit www.bmwusfactory.com.

BMW Group in the United States.

BMW Group began operations in the U.S. over 50 years ago. In
addition to the sales, marketing, and distribution of BMW, MINI,
Rolls-Royce, and BMW Motorrad vehicles, BMW Group’s business in the
U.S. spans 30 locations in 12 states including BMW Group Financial
Services, BMW Manufacturing, Designworks, BMW Technology Office USA,
and BMW i Ventures. The company’s U.S. plant in South Carolina is the
largest single BMW production facility in the world and the global
center of competence for BMW Sports Activity Vehicles. The BMW Group
sales organization is represented by a nationwide network of 355 BMW
retailers, 147 BMW motorcycle retailers, 105 MINI passenger car
dealers, and 37 Rolls-Royce Motor Car dealers. Taken together, BMW
Group’s business activities in the U.S. provide and support over
120,000 jobs and contribute more than $43.3 billion to the U.S.
economy annually.

For more information about BMW Group’s business and products in the
U.S., please visit: PressClub USA.

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