GE Aerospace (GE) Stock Soars: Q2 Earnings Blowout, Upgraded Guidance & Unstoppable Growth Trajectory

GE Aerospace just flexed its financial muscles—and Wall Street's taking notes.

Jet-powered profits crush estimates

The industrial giant's Q2 earnings ripped past expectations, fueled by surging demand for its aviation tech. No vague 'beat' here—this was a full-throttle outperformance.

Guidance gets a turbo boost

Management didn't just reaffirm targets—they hiked 'em. Because when your cash flow starts behaving like a meme stock (without the drama), why not?

The growth engine isn't idling

Commercial aerospace recovery? Check. Defense contracts? Locked in. Even the renewable energy division stopped being the problem child. Cue the 'GE 2.0' investor slides.

*Closing thought: Another quarter, another proof that old industrials can still school the SPAC crowd—if they actually deliver.*

TLDR

• Q2 2025 EPS rose 38% YoY to $1.66, beating the $1.43 estimate

• Total revenue climbed 21% YoY to $11 billion, surpassing projections

• Commercial Engines & Services revenue surged 30% to $7.99 billion

• GE raised its 2025 earnings guidance to $5.60–$5.80 per share

• Free cash flow for 2025 expected to hit $6.5–$6.9 billion

GE Aerospace (NYSE: GE) posted second-quarter 2025 results, reporting stronger-than-expected earnings and revenue growth. Shares traded at $263.05, down 1.18% during Thursday’s session after briefly touching a record high.

GE Aerospace (GE)

Adjusted earnings came in at $1.66 per share, a 38% year-over-year jump and above the Zacks Consensus Estimate of $1.43. Total revenue reached $11 billion, up 21% from the prior year, while adjusted revenue stood at $10.2 billion, beating expectations of $9.7 billion.

Total orders surged 27% to $14.2 billion, reflecting rising demand across key business units.

GE Aerospace $GE Q2 2025 Report 🗓️

✅ REV: $10.02B* (+23% YoY)
✅ EPS: $1.66 (+38% YoY)

Services account for ~70% of revenue https://t.co/4pOPkUCeLq pic.twitter.com/Ga7ISXwC4n

— Dimitry Nakhla | Babylon Capital® (@DimitryNakhla) July 17, 2025

Segment Highlights: Engines Powering the Growth

GE’s Commercial Engines & Services segment led the way with a 30% jump in revenue to $7.99 billion, driven by stronger shop visits, increased spare parts sales, and pricing gains. Orders for this segment ROSE 28% to $11.7 billion.

The Defense & Propulsion Technologies unit reported revenue of $2.56 billion, up 7% year over year but slightly below estimates. Orders in this segment increased 24% to $2.9 billion.

Operating profit (non-GAAP) totaled $2.3 billion for the quarter, with a margin of 23%. Though profit rose 23%, margins dipped slightly due to increased R&D and administrative costs.

Raised Guidance and Long-Term Outlook

GE Aerospace raised its full-year 2025 outlook. The company now expects:

• Adjusted EPS: $5.60–$5.80 (previously $5.10–$5.45)

• Revenue growth: Mid-teens percentage range (up from low double digits)

• Operating profit: $8.2–$8.5 billion (previously $7.8–$8.2 billion)

• Free cash flow: $6.5–$6.9 billion

For its Commercial Engines division, GE forecasts high-teens revenue growth and $8.0–$8.2 billion in operating profit. The Defense segment is projected to grow revenues in the mid-to-high single digits, with operating profit of $1.1–$1.3 billion.

Long-Term Targets Through 2028

GE Aerospace updated its long-range outlook, now projecting a double-digit compound annual growth rate in revenue through 2028. The company expects to hit:

• Operating profit of ~$11.5 billion (up from $10 billion)

• Adjusted EPS of ~$8.40

• Free cash flow of ~$8.5 billion

Noteworthy Developments

In July, GE resumed jet engine exports to China following eased U.S. restrictions. In unrelated news, an Air India crash investigation revealed pilot error in engine fuel control, not a mechanical fault. This finding was favorable for GE, as its GEnx-1B engines were involved.

Stock Performance

Despite the post-earnings dip, GE shares remain NEAR record highs and have surged 58.18% year-to-date and 68.93% over the past year. Over a five-year period, the stock has gained a remarkable 663.52%, significantly outperforming the S&P 500’s 95.14% return.