GE Aerospace (GE) News

GE Aerospace's first-quarter performance underscores the massive structural demand underpinning the aviation industry, despite growing macroeconomic and geopolitical headwinds. By leveraging an unprecedented $170 billion commercial services backlog and executing operational improvements, the company delivered double-digit revenue and earnings growth, signaling confidence that it will hit the upper end of its full-year targets.

GE Aerospace closed 2025 by exceeding the high end of guidance on every key metric, with revenue up 21%, operating profit up 25%, and free cash flow surging 24% to $7.7 billion. The company is now guiding to reach its $10 billion operating profit target in 2026, two full years ahead of its original 2028 timeline, as the LEAP aftermarket scales and defense deliveries accelerate.