The earnings call highlighted strong revenue growth, robust order and backlog figures, improved profitability, and positive long-term outlook, despite acknowledging challenges related to tariffs, supply chain, and a tragic incident affecting the company's focus.

Company Guidance

During the GE Aerospace Investor Update and Second Quarter 2025 Earnings Call, the company provided detailed financial guidance for 2025 and an outlook for 2028. GE Aerospace reported a strong second quarter, with revenue up 23% to over $10 billion, driven by a 30% increase in Commercial Engines & Services (CES) and a 7% increase in Defense & Propulsion Technologies (DPT). The company raised its 2025 guidance, now expecting mid-teens revenue growth, with CES revenue growth projected at high teens. For 2028, GE Aerospace anticipates double-digit revenue growth, with operating profit reaching approximately $11.5 billion and free cash flow of at least $8.5 billion. Despite an expected $500 million impact from tariffs in 2025, the company plans to offset these costs through pricing and operational improvements. The company also announced plans to return over 100% of free cash flow to shareholders through 2026, increasing shareholder returns to $24 billion, including $19 billion in buybacks.

Strong Revenue Growth

Revenue for the second quarter was over $10 billion, up 23% year-over-year, with Commercial Engines & Services (CES) growing 30% and Defense & Propulsion Technologies (DPT) up 7%.

Robust Order Growth

Orders were up 27% in the second quarter, demonstrating strong demand across both commercial and defense segments.

Increased 2025 Guidance

Raised 2025 guidance across the board, expecting total revenue growth in the mid-teens, an increase from the previous low double digits.

Record Backlog

Commercial services backlog increased to over $140 billion, supporting growth for years to come.

Improved Profitability

Profit for the second quarter was $2.3 billion, up 23% year-over-year, driven by services volume and price, with margins reaching 23%.

Free Cash Flow Growth

Free cash flow was $2.1 billion in the second quarter, nearly doubling compared to the previous year.

Major Deals Secured

Secured significant deals including Qatar Airways' expansion with over 400 GEnx and GE9X engines and a $5 billion contract with the U.S. Air Force for F110 engines.

Positive Long-term Outlook

Increased 2028 outlook for profit and free cash flow by $1.5 billion, driven by strong operating and commercial services performance.

GE Aerospace (GE) Earnings, Revenues Date & History

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GE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	1.42 / -	1.15	―	―	―
Jul 17, 2025	2025 (Q2)	1.43 / 1.66	1.2	38.33% (+0.46)
Apr 22, 2025	2025 (Q1)	1.27 / 1.49	0.82	81.71% (+0.67)
Jan 23, 2025	2024 (Q4)	1.04 / 1.32	0.821	60.78% (+0.50)
Oct 22, 2024	2024 (Q3)	1.14 / 1.15	0.654	75.84% (+0.50)
Jul 23, 2024	2024 (Q2)	0.99 / 1.20	0.542	121.40% (+0.66)
Apr 23, 2024	2024 (Q1)	0.71 / 0.82	0.215	281.40% (+0.60)
Jan 23, 2024	2023 (Q4)	0.71 / 0.82	0.989	-16.99% (-0.17)
Oct 24, 2023	2023 (Q3)	0.46 / 0.65	0.218	200.00% (+0.44)
Jul 25, 2023	2023 (Q2)	0.37 / 0.54	0.485	11.75% (+0.06)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 17, 2025	$266.18	$260.28	-2.22%
Apr 22, 2025	$178.09	$188.90	+6.07%
Jan 23, 2025	$187.74	$200.13	+6.60%
Oct 22, 2024	$193.27	$175.79	-9.04%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.