GE Aerospace Soars to 25-Year Stock High After Record-Breaking Earnings
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GE9X Engine. The largest and most powerful commercial aircraft engine ever built, incorporating advanced technologies that enable more efficient, quieter flight with fewer emissions. Designed specifically for the new twin-engine Boeing 777X family, the GE9X is the most fuel-efficient engine in its class. Photo courtesy of GE Aerospace
GE Aerospace stock soared to a 25-year high last week after the company delivered second-quarter earnings that blew past expectations and raised its full-year forecast, citing a sharp rise in jet engine deliveries and improved supply chain performance.
The aerospace giant reported a 21.2% jump in total revenue to $11.02 billion, bolstered by a 30.3% increase in commercial engine and services revenue, which reached $7.99 billion. Orders surged 27% year-over-year to $14.2 billion, while net income climbed 60.2% to $2.03 billion. Adjusted earnings per share rose to $1.66, topping analysts’ estimates of $1.43. Free cash flow surged 91.7% to $2.11 billion.
LEAP engine deliveries—produced in partnership with Safran—climbed 38% compared to the same period last year, signaling a major rebound in commercial aerospace activity. GE also credited its suppliers with delivering 10% more parts and fulfilling over 90% of committed volume, easing the supply bottlenecks that had previously slowed production.
CEO Larry Culp noted the progress as a key driver behind the company’s raised 2025 forecast. GE now expects adjusted earnings per share in the range of $5.60 to $5.80 (up from $5.10 to $5.45), mid-teens revenue growth (up from low double digits), and $6.5 to $6.9 billion in free cash flow.
Culp also reiterated his call for a tariff-free aerospace trade environment, emphasizing that the U.S. industry has proven its global competitiveness without protectionist measures. He applauded the U.S.-U.K. trade deal that eliminated aerospace tariffs and urged the White House to restore a broader zero-tariff regime.
Despite incorporating a $500 million tariff cost into its outlook, GE is mitigating the impact through cost efficiencies and strategic price adjustments. The company also raised its shareholder return target by 20%, pledging to return $24 billion through 2026—including $19 billion in share repurchases.
GE Aerospace stock has risen nearly 60% in 2025 to date, far outpacing the S&P 500’s 6.5% gain, as the company continues to benefit from rising global aircraft departures and a robust aftermarket services market.
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