GE Aerospace Raises 2025 Guidance, Secures Largest Widebody Engine Deal

GE Aerospace reported strong second-quarter 2025 results, with free cash flow nearly doubling and over 20% growth in orders, revenue, operating profit, and EPS, prompting the company to raise its 2025 guidance and 2028 outlook. The company is leveraging its FLIGHT DECK system to enhance safety, quality, delivery, and cost efficiency while securing significant new engine commitments, including a historic deal with Qatar Airways. Investment in maintenance, repair, and overhaul (MRO) facilities and supplier partnerships supports expanding capacity and operational improvements, particularly in Asia Pacific and the Middle East. Despite these operational strengths and GE Aerospace's dominant market position in commercial aircraft engines and aftermarket services, some analysts caution about potential headwinds, as reflected in a GF Score of 66 indicating uncertain future outperformance. However, bullish perspectives highlight GE Aerospace's substantial recurring revenue from aftermarket services, strong pricing power, and barriers to entry in the aerospace engine industry, projecting sustained double-digit growth supported by rising global air travel. Overall, GE Aerospace appears well-positioned for long-term growth, supported by operational excellence and strategic market leadership, though investors should remain mindful of evolving financial strength and valuation concerns.