GE Aerospace Sees Revenue Growth Amid Steady Guidance

GE Aerospace reports solid Q1 results, keeping fiscal 2025 guidance unchanged. Adjusted EPS shows growth, while analysts remain optimistic. In a robust market segment, GE's stock gains reflect investor confidence.

Date: 22-04-2025

AI Rating: 8

Solid Earnings Performance
GE Aerospace reported an impressive first quarter, with net income rising significantly to $1.97 billion, translating to $1.83 per share, up from $1.74 billion, or $1.58 per share, in the previous year. Adjusted earnings per share saw a notable jump, increasing by 60% year-over-year to $1.49, substantially surpassing analyst expectations of $1.27 per share.

Revenue Growth and Adjusted Forecast
Total revenue for the quarter reached $9.94 billion, reflecting an 11% increase over last year’s $8.96 billion and slightly exceeding the analyst forecast of $9.05 billion. The company's adjusted revenue also saw an 11% year-over-year increase, indicating strong operational momentum. GE Aerospace has maintained its revenue guidance for fiscal 2025, expecting adjusted EPS between $5.10 and $5.45, ahead of last year's $4.60. Analysts currently project an average EPS of $5.42, which aligns with GE's projections.

Segment Performance
In terms of segment performance, the Commercial Engines & Services arm exhibited growth expectations in the mid-teens, while Defense & Propulsion Technologies are anticipated to grow in the mid- to high-single digits. These projections indicate a broad-based strength across their business segments and contribute positively to the overall corporate outlook.

Strategic Actions and Market Dynamics
The CEO highlighted ongoing strategic actions the company is taking in response to macroeconomic conditions, including cost control and leveraging trade programs. These initiatives should position GE Aerospace favorably, allowing it to navigate challenges such as announced tariffs while still achieving substantial growth.

Conclusion
With strong orders and revenue up double digits, GE Aerospace is showing exceptional performance. The solid backlog of over $140 billion bodes well for future sales. Overall, the company's commitment to maintaining its guidance amidst challenges suggests confidence which may bolster investor support moving forward.

Stocks: GE