GE Aerospace Raises 2025 Outlook After Q2 Beat

GE Aerospace exceeded analyst expectations in the second quarter, posting a 21% revenue increase to $11.02 billion and adjusted earnings per share of $1.66. The company raised its full-year 2025 adjusted EPS guidance to $5.60–$5.80 and increased its revenue growth and operating profit targets, driven by strong demand for new engines, spare parts, and maintenance services as airlines retain older jets due to delivery delays. The commercial engines and services division saw revenue rise 30% and profit rise 33%, while total engine deliveries surged 45% year-over-year, particularly for LEAP engines. CEO Larry Culp noted progress in easing supply chain constraints and reducing tariff costs, though some challenges persist. Shares reached a 25-year high after the earnings report and improved outlook. GE Aerospace continues to face competitive pressures and residual effects from past issues, including the 2017 Power segment settlement.