GE Aerospace Soars to All-Time High After Crushing Earnings & Bullish Forecast
Jet fuel for the stock: GE Aerospace just blasted past Wall Street expectations—and its own guidance.
Why it matters: When a legacy industrial giant starts printing numbers like a tech unicorn, even the suits start paying attention.
The thrust: Strong earnings and raised forecasts sent shares screaming past previous records. Turns out building things that don’t crash still pays well in 2025.
Cynic’s corner: Another ‘surprise’ earnings beat from a company that lowballed guidance last quarter. How… convenient.
Why This Is Significant
General Electric was once America's largest company and the longest-standing original member of the Dow Jones Industrial Average, but its size became a burden in the 2000s after a few unsuccessful acquisitions and forays into new businesses. The success of it's split into three businesses has inspired similar moves from fellow industrial conglomerates 3M and Honeywell.
“Flight Deck, our proprietary lean operating model, is guided by a customer-driven approach to continuous improvement, where daily progress compounds to drive meaningful results. We are seeing that materialize this quarter with strong services and engine output for our customers,” said CEO Larry Culp in a press release.
GE Aerospace also raised its full-year guidance across the board. The company now projects revenue growth in the high teens, up from its prior mid-teens forecast. Adjusted EPS is expected to come in between $6 and $6.20, up from a prior range of $5.60 to $5.80.
GE’s quarterly revenue and earnings have risen 60% and 180%, respectively, since the storied conglomerate completed its first of two spin-offs in January 2023.
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The streamlined aerospace company’s improved efficiency and profitability have made it a winner on Wall Street. Shares are up about 580% over the past three years, dramatically outperforming competitors RTX (RTX) and Honeywell (HON), up 84% and 15%, respectively.