GE Aerospace shares rose after reporting second-quarter 2025 results, with adjusted revenue at $10.2B and GAAP revenue at $11.02B, beating estimates. Commercial Engines & Services revenue was $7.99B (+30% YoY), and Defense & Propulsion Technologies revenue was $2.56B (+7% YoY). Orders for both segments also increased.

GE Aerospace’s adjusted EPS for the quarter was $1.66 (+38% YoY), exceeding the consensus. Operating profit margin contracted slightly to 23%, but operating profit increased by 23% YoY. The company generated $2.3B in operating cash and $2.1B in free cash flow, up 92% YoY.

CEO H. Lawrence Culp, Jr. highlighted a strong second quarter for GE Aerospace, with growth in orders, revenue, profit, and EPS. The company raised its 2025 guidance and 2028 outlook, expecting higher revenue, earnings, and cash growth. GE Aerospace aims to enhance customer service and deliver on its backlog.

GE Aerospace now anticipates mid-teens revenue growth, adjusted EPS of $5.60 to $5.80, adjusted operating profit of $8.2 to $8.5B, and adjusted Free Cash Flow of $6.5 to $6.9B. The company also plans to increase capital returns by 20% through 2026 and return at least 70% of free cash flow to shareholders beyond that.

GE Aerospace raised its 2028 outlook, targeting ~$11.5B in operating profit, ~$8.5B in free cash flow, and adjusted EPS of ~$8.40. The company expects double-digit revenue growth from 2024 to 2028. GE Aerospace shares have increased by nearly 60% year to date, reflecting strong market momentum.

Read more at Yahoo Finance: GE Aerospace Lifts 2025 Outlook On Soaring Orders, Profits, And Cash Flow