GE Aerospace Reports $2.25 Billion Q1 Profit on Defense, Services Gains

GE Aerospace reported higher first-quarter profits, driven by gains in its commercial engines, services, and defense businesses, as airlines maintained older jets amid new aircraft shortages. The company posted adjusted earnings per share of $1.49 on $9.94 billion in revenue, surpassing analyst expectations. GE Aerospace affirmed its full-year and 2025 guidance for adjusted EPS and revenue growth, citing a robust commercial services backlog and strategic cost controls to mitigate tariff impacts. Analysts remain optimistic about the company, maintaining buy ratings and highlighting its dominant market position through its joint venture with Safran and a strong aftermarket parts and services business. Persistent supply chain issues and tariffs have created headwinds, but GE Aerospace continues to invest heavily in its U.S. operations and supply chain. The company noted its forecasts assume no major changes to planemaker delivery schedules or further tariff escalation.