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Jun 30
GE Q2 2025 Earnings Report
GE Aerospace reported strong Q2 2025 results with revenue growth, higher EPS, and raised guidance.
Key Takeaways
GE Aerospace delivered strong Q2 2025 results, with revenue reaching $11.0 billion, EPS at $1.87, and net income over $2.0 billion. The company raised its 2025 guidance and 2028 outlook, driven by strong commercial services growth and record engine commitments.
Revenue grew to $11.0 billion, supported by robust commercial services performance.
Net income reached $2.03 billion, with EPS at $1.87 and adjusted EPS at $1.66.
Free cash flow nearly doubled to $2.1 billion.
Raised 2025 guidance and 2028 outlook, citing strong orders and operational execution.
GE
GE
GE Revenue by Segment
Revenue by Segment
Commercial Engines & Services Revenue
CapyFin.comDefense & Propulsion Technologies Revenue
CapyFin.com Forward Guidance
GE Aerospace raised its 2025 guidance and 2028 outlook, projecting strong operating profit and free cash flow growth.
Positive Outlook
- Raised 2025 operating profit guidance to $8.2-$8.5 billion.
- Raised 2028 operating profit outlook to ~$11.5 billion.
- Raised 2028 free cash flow outlook to ~$8.4 billion.
- Expecting high-teens revenue growth for Commercial Engines & Services in 2025.
- Plans to return at least 70% of free cash flow to shareholders via dividends and buybacks beyond 2026.
Challenges Ahead
- Headwinds from GE9X costs expected to pressure margins.
- Research and development spending to remain elevated through 2028.
- Defense & Systems margins slightly declined due to engine mix and services.
- Inflation continues to partially offset productivity gains.
- Restructuring and capacity expansion investments may weigh on near-term profitability.