GE Aerospace Raises 2025 Outlook on Soaring Orders, Profits, Cash Flow

GE Aerospace reported strong second-quarter 2025 results, surpassing Wall Street expectations with adjusted EPS of $1.66, a 38% increase year-over-year, and revenues exceeding $11 billion. The Commercial Engines & Services segment drove growth with a 29% rise in services revenue and a 28% increase in orders, supported by improvements in supply chain dynamics and strategic initiatives like the FLIGHT DECK program. Defense & Propulsion Technologies also saw a 24% rise in orders, bolstered by significant contracts including a $1.1 billion U.S. Army order. Free cash flow nearly doubled to $2.1 billion, reflecting operational efficiency, and the company raised its full-year 2025 guidance to mid-teens percentage revenue growth and adjusted EPS between $5.60 and $5.80. GE also upgraded its 2028 outlook with expectations of double-digit revenue CAGR, $11.5 billion in annual operating profit, and commercial engine services revenue doubling to $20 billion, driven by next-generation technologies such as the GE9X engine and the CFM RISE program. CEO Lawrence Culp emphasized that the company’s momentum and strategic investments position it for sustained growth amid a strong business environment despite tariff concerns.