GE Aerospace rises after beating Q4 expectations, upbeat guidance

Investing.com -- GE Aerospace reported its fourth quarter results on Thursday, topping consensus expectations for earnings and revenue.

The company posted Q4 adjusted earnings per share of $1.57, exceeding analyst estimates of $1.43, while revenue reached $11.87 billion, surpassing the consensus expectation of $11.2 billion. The strong performance represents a 19% increase in adjusted EPS and 20% growth in adjusted revenue compared to the same quarter last year.

The aerospace giant’s shares jumped 2.2% following the release, as investors responded positively to both the earnings beat and the company’s optimistic outlook for 2026.

For the full year 2025, GE Aerospace delivered adjusted EPS of $6.37, up 38% YoY, while adjusted revenue increased 21% to $42.3 billion. Free cash flow grew 24% to $7.7 billion, with conversion exceeding 100%.

"With a strong fourth quarter, GE Aerospace delivered an outstanding year as revenue grew 21%, EPS was up 38%, and free cash flow conversion exceeded 100%," said Chairman and CEO H. Lawrence Culp, Jr. "Our performance demonstrates how FLIGHT DECK is taking hold as we accelerated services and equipment output to fulfill our growing backlog of roughly $190 billion."

The company reported fourth quarter orders of $27 billion, a 74% increase from the prior year, building a substantial backlog that positions the company well for future growth.

Looking ahead, GE Aerospace provided fiscal year 2026 EPS guidance of $7.10-$7.40, with the midpoint of $7.25 above the analyst consensus of $7.12. The company cited strong momentum in both its commercial and defense segments, with commercial engine deliveries up 25% in 2025, including record LEAP deliveries increasing 28%, while defense deliveries rose 30%.

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