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Dec 31, 2025
GE Q4 2025 Earnings Report
GE Aerospace posted strong Q4 results with double-digit growth across revenue, EPS, and free cash flow.
Key Takeaways
GE Aerospace delivered a robust Q4 with 20% revenue growth and a 19% increase in EPS. Strong order growth, record LEAP engine deliveries, and solid performance across commercial and defense segments underpinned the quarter.
Revenue by Segment
Forward Guidance
GE Aerospace expects continued momentum into FY2026, forecasting mid-teens revenue and EPS growth with over 100% free cash flow conversion.
Positive Outlook
- Mid-teens adjusted revenue growth expected in FY26
- Adjusted EPS projected at $7.10 to $7.40
- Free cash flow guidance of $8.0B to $8.4B
- Over 100% free cash flow conversion anticipated
- Lower adjusted tax rate (<17%) and reduced share count
Challenges Ahead
- Inflationary pressures expected to continue
- Investments and customer mix may impact margin
- Defense volume under pressure with -7% unit decline in Q4
- Potential impact from lower spare engine ratio
- High capital expenditures (~3% of revenue) may weigh on cash
Historical Earnings Impact
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Avg. Return Before/After Earnings
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