GE Aerospace's Stock Analysis

General Electric Aerospace Reports Strong Third Quarter 2025 Results

General Electric Aerospace announced its third-quarter 2025 financial results, reporting total orders of $12.8 billion, a 2% increase, and total revenue of $12.2 billion, up 24% year-over-year. The profit for the quarter was $2.5 billion, reflecting a 33% increase, with an earnings per share (EPS) of $2.04, up 31%. The company also achieved significant cash flow from operating activities of $2.6 billion, a 34% rise, and free cash flow of $2.4 billion, up 30%. Due to robust demand and improved output, GE Aerospace raised its full-year guidance across all metrics for 2025.

In the Commercial Engines & Services segment, orders reached $10.3 billion, a 5% increase, with revenue of $8.9 billion, up 27%. The Defense & Propulsion Technologies segment reported orders of $2.9 billion, down 5%, but revenue grew 26% to $2.8 billion. Notably, GE Aerospace secured significant new engine contracts, including a historic order from Korean Air. The company plans to continue enhancing its product offerings and has appointed Wesley G. Bush to its Board of Directors, effective December 1, 2025.

Oct 21, 2025 06:23:23

Wesley Bush Elected to GE Aerospace Board of Directors

General Electric Aerospace has announced the election of Wesley G. Bush to its Board of Directors, effective December 1, 2025. Bush, the former Chairman and CEO of Northrop Grumman Corporation, brings extensive experience in the aerospace industry and will also serve on the Audit Committee. His appointment comes as current director Stephen Angel plans to resign from the Board following his new role as CEO of CSX Corp. in December 2025.

The Board will adjust its size to accommodate the addition of Mr. Bush and decrease it after Mr. Angel's departure. Catherine Lesjak will take over as Chair of the Management Development & Compensation Committee, while Thomas Horton will chair the Governance & Public Affairs Committee. The changes reflect a strategic move to enhance the Board's expertise and oversight capabilities, potentially impacting shareholder value.

Oct 01, 2025 06:33:18

Wesley Bush Joins GE Aerospace Board; Stephen Angel Resigns

On September 29, 2025, General Electric Company announced the election of Wesley G. Bush to its Board of Directors, effective December 1, 2025. Bush, a former Chairman and CEO of Northrop Grumman Corporation, brings nearly 40 years of experience in the aerospace industry and has been appointed to the Audit Committee. The Board will also increase its size to accommodate Bush's election and will decrease it following the resignation of current director Stephen Angel, who will leave to become CEO of CSX Corp. on December 4, 2025.

In conjunction with these changes, Catherine Lesjak will take over as Chair of the Management Development & Compensation Committee, while Thomas Horton will chair the Governance & Public Affairs Committee. The announcement highlights the strategic board composition adjustments aimed at enhancing leadership and governance at GE Aerospace, which is positioned as a leader in aerospace propulsion and services with a significant installed base of aircraft engines.

Oct 01, 2025 06:33:18

GE Aerospace Board Changes Impacting Leadership Structure

General Electric Company announced the election of Wesley G. Bush to its Board of Directors, effective December 1, 2025. Bush, who has extensive experience in the aerospace and defense industry, will also serve on the Audit Committee. His appointment follows the planned resignation of Stephen Angel, who will leave the Board on December 4, 2025, to take on the role of President and CEO at CSX Corp. The Board will adjust its size to accommodate these changes, increasing with Bush's election and decreasing after Angel's departure.

Bush's background includes nearly 40 years at Northrop Grumman Corporation, where he held various leadership positions, including Chairman and CEO. The leadership transition is expected to support GE Aerospace’s ongoing goals of driving shareholder value and enhancing customer support, particularly in the aerospace sector. The company remains committed to its mission of innovation in aerospace propulsion and systems, with a significant installed base of commercial and military aircraft engines.

Oct 01, 2025 06:33:18

Board Changes at General Electric Aerospace Impacting Leadership Structure

On September 29, 2025, General Electric Aerospace announced the election of Wesley G. Bush to its Board of Directors, effective December 1, 2025. This decision follows the resignation of current director Stephen Angel, who will leave the Board on December 4, 2025, to become CEO of CSX Corp. The Board will adjust its size to accommodate these changes, and Mr. Bush will also join the Audit Committee. Mr. Bush brings extensive experience from his previous role as Chairman and CEO of Northrop Grumman Corporation.

The announcement highlighted the leadership transition within the company, with H. Lawrence Culp, Jr., Chairman and CEO of GE Aerospace, expressing gratitude for Mr. Angel's contributions and optimism regarding Mr. Bush's experience in the aerospace and defense industry. The changes in the Board's composition may influence investor sentiment as the company continues to focus on driving shareholder value and innovation in aerospace technology.

Oct 01, 2025 06:33:18

General Electric Raises $2 Billion Through Public Offering

On July 29, 2025, General Electric Company completed a public offering totaling $2 billion. This included $1 billion of 4.300% Notes due 2030 and $1 billion of 4.900% Notes due 2036. The Notes were issued under a senior note indenture and have been registered with the Securities and Exchange Commission.

The offering was conducted in accordance with a registration statement filed earlier in 2024. The Notes are intended to provide the company with additional capital, and the details of the offering are documented in various filings with the SEC, which are incorporated by reference in the report.

Jul 29, 2025 17:03:32

General Electric Announces $2 Billion Notes Offering

General Electric Company has entered into an underwriting agreement to issue and sell $1 billion in 4.300% Notes due 2030 and $1 billion in 4.900% Notes due 2036. This transaction is part of the company's strategy to raise capital and is registered under its existing Registration Statement with the SEC.

The underwriting agreement involves J.P. Morgan Securities LLC, BofA Securities, Inc., and Morgan Stanley & Co. LLC as representatives of the underwriters. The company filed a preliminary prospectus supplement on July 22, 2025, followed by a final prospectus supplement on July 24, 2025, detailing the offering of these notes.

Jul 24, 2025 16:11:07

General Electric Aerospace Raises 2025 Guidance and Financial Outlook

On July 17, 2025, General Electric Aerospace reported its second-quarter 2025 financial results, showing significant growth in revenue and earnings. Total revenue reached $11.0 billion, a 21% increase, while adjusted revenue grew by 23% to $10.2 billion. The company also reported a continuing earnings per share (EPS) of $1.87, up 56%, and free cash flow of $2.1 billion, representing a 92% increase. In light of these results, GE Aerospace raised its financial guidance for 2025 and its outlook for 2028, aiming for approximately $11.5 billion in operating profit and $8.5 billion in free cash flow by 2028, both up by $1.5 billion from previous estimates. Additionally, GE Aerospace plans to increase capital returns to shareholders by 20% from 2024 to 2026, totaling around $24 billion, and expects to sustainably return at least 70% of free cash flow through dividends and buybacks beyond 2026.

The company highlighted strong performance in its Commercial Engines & Services segment, with orders increasing by 28% to $11.7 billion and revenue growing by 30% to $8.0 billion. Profit in this segment rose 33% to $2.2 billion, supported by higher services volume and productivity. The Defense & Propulsion Technologies segment also saw a 24% increase in orders, with revenue growing by 7%. GE Aerospace is focusing on operational improvements and has secured significant new engine commitments, including a historic deal with Qatar Airways. The company is also investing in upgrading hypersonics test infrastructure and enhancing supplier performance to drive further growth.

Jul 17, 2025 06:41:11

GE Aerospace Reports First Quarter 2025 Financial Results

GE Aerospace has announced its financial results for the first quarter of 2025, reporting total orders of $12.3 billion, an increase of 12% year-over-year. The company generated total revenue of $9.9 billion, reflecting an 11% growth, and a profit of $2.2 billion, which is a 13% increase compared to the same period last year. The adjusted earnings per share rose significantly to $1.49, up 60%, while cash from operating activities decreased by 5% to $1.5 billion. GE Aerospace maintains its full-year guidance for 2025, supported by a commercial services backlog exceeding $140 billion.

The company highlighted key actions taken to address supply chain constraints, including an 8% increase in material inputs from priority suppliers. GE Aerospace plans to invest nearly $1 billion in U.S. manufacturing and technology, aiming to enhance production capabilities and hire approximately 5,000 workers. Notable contracts were secured with various airlines and the U.S. Air Force, valued at up to $5 billion. The company also achieved significant milestones in the development of advanced engines for military applications, contributing to its continued growth in the aerospace sector.

Apr 22, 2025 06:22:57

GE Aerospace Reports $2.3B Profit in Q4 2024 Results

GE Aerospace reported notable growth in its fourth quarter of 2024, with total orders reaching $15.5 billion, a 46% increase. Revenue also rose by 14% to $10.8 billion, while profit increased by 37% to $2.3 billion. The company achieved a profit margin of 21.2%, up 350 basis points from the previous year, and adjusted earnings per share more than doubled to $1.32. Additionally, GE Aerospace returned over $6 billion to shareholders in 2024 and announced a share repurchase plan of $7 billion for 2025, alongside a proposed 30% increase in dividends, subject to Board approval. 

Conversely, the full year results reflected a decline in profit, down 27% to $7.6 billion, and a decrease in profit margin to 19.7%, down 980 basis points. The continuing earnings per share for the full year also fell by 27% to $6.09. While cash from operating activities and free cash flow showed positive growth, the overall profit decline raises concerns about the company's performance over the year compared to the previous year.

Jan 23, 2025 06:22:29