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Mar 31, 2025
GE Q1 2025 Earnings Report
GE Aerospace reported strong Q1 2025 results with double-digit growth in revenue, orders, and adjusted EPS.
Key Takeaways
GE Aerospace started 2025 with a strong performance, driven by commercial services growth, improved supply chain execution, and strategic investments.
Revenue by Segment
Forward Guidance
GE Aerospace reaffirmed its 2025 guidance, supported by a strong start and strategic actions to mitigate macroeconomic headwinds.
Positive Outlook
- Maintained full-year guidance despite macroeconomic volatility.
- Commercial Services backlog remains over $140 billion.
- Expecting mid-teens revenue growth in Commercial Engines & Services.
- Announced $1 billion investment in U.S. manufacturing and ~5,000 new hires.
- Strong contract wins including a $5 billion U.S. Air Force deal.
Challenges Ahead
- Anticipated delayed spare engine deliveries.
- Tariff impacts offset through cost control and pricing actions.
- Defense revenue growth expected to remain mid- to high-single digits.
- Slightly lower cash from operations and free cash flow in Q1.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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