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High-Flying GE Aerospace Drops After Blowout Q2 — What Now?
MarketBeat· 2025-07-17 21:16
GE Aerospace TodayGEGE Aerospace$260.22 -5.96 (-2.24%) 52-Week Range$150.20▼$279.71Dividend Yield0.55%P/E Ratio40.47Price Target$229.50Add to WatchlistEarnings results are in for GE Aerospace NYSE: GE, and the General Electric spin-off had a great quarter. GE Aerospace has been one of the best-performing large-cap U.S. stocks in the market in 2025. Its total return north of 56% as of the July 17 close ranks in the top 10 among S&P 500 stocks.Get GE Aerospace alerts:Its strong quarterly performance continu ...
This Ain't Your Grandpa's GE: Aerospace Engines Firing On All Cylinders
Seeking Alpha· 2025-07-17 18:24
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .Although I believe that many people overhype earnings season, it's still a valuable time to get updates on the companies in your portfolio or watchlist.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GE either through stock ownership, options, or other ...
Are You Looking for a Top Momentum Pick? Why GE Aerospace (GE) is a Great Choice
ZACKS· 2025-07-17 17:01
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...
GE Aerospace Q2 Earnings & Revenues Beat Estimates, Increase Y/Y
ZACKS· 2025-07-17 15:45
Core Insights - GE Aerospace reported strong second-quarter 2025 results, with revenues and earnings exceeding expectations, following its spin-off from General Electric in April 2024 [2][3] Financial Performance - Adjusted earnings were $1.66 per share, surpassing the Zacks Consensus Estimate of $1.43, marking a 38% year-over-year increase [3][8] - Total revenues reached $11 billion, a 21% year-over-year increase, while adjusted revenues were $10.2 billion, up 23% year-over-year, exceeding the consensus estimate of $9.7 billion [3][4] - Total orders grew 27% year-over-year to $14.2 billion [3] Segment Performance - Revenues from the Commercial Engines & Services segment increased 30% year-over-year to $7.99 billion, driven by higher shop visit work, spare parts sales, and pricing [4] - The Defense & Propulsion Technologies segment reported revenues of $2.56 billion, a 7% year-over-year increase, with total orders rising 24% year-over-year to $2.9 billion [5] Cost and Margin Analysis - Cost of sales rose 22.8% year-over-year to $6.85 billion, while selling, general, and administrative expenses increased 10.4% to $1.02 billion [6] - Research and development expenses totaled $359 million, reflecting a 19.7% year-over-year rise [6] - Operating profit (non-GAAP) was $2.3 billion, up 23% year-over-year, with a margin of 23%, down 10 basis points [6] Balance Sheet and Cash Flow - As of the end of Q2 2025, GE Aerospace had cash and cash equivalents of $10.9 billion, down from $13.6 billion at the end of December 2024 [7] - Adjusted free cash flow was $2.1 billion, compared to $1.1 billion in the same quarter last year [7] Future Outlook - For 2025, GE expects adjusted revenues to grow in the mid-teens range, with operating profit estimated between $8.2 billion and $8.5 billion [10] - Adjusted earnings are projected to be in the range of $5.60 to $5.80 per share, with free cash flow anticipated between $6.5 billion and $6.9 billion [10] - The Commercial Engines & Services segment is expected to see revenue growth in the high-teens range, while the Defense & Propulsion Technologies segment is projected to grow in the mid to high-single-digit range [11]
Good News for GE, Jobless Claims, Retail Sales & More
ZACKS· 2025-07-17 15:32
Thursday, July 17, 2025The biggest day of the week for economic reports and Q2 earnings is upon us. In fact, there is so much data in front of us, we should be able to fill this column with just the numbers. Pre-market futures were mixed but are now positive across the board: +30 points on the Dow, +10 on the S&P 500 and +70 points on the Nasdaq. Bond yields continue to creep up: +4.49% on the 10-year, +3.94% on the 2-year and +5.04% on the 30-year yield.A Cavalcade of Economic Results: Jobless Claims Healt ...
GE Aerospace beats the street, revenue better than expected
CNBC Television· 2025-07-17 15:26
E aerospace pulling back now after initial pop on earnings. Our Phil Leo talked to Larry Culp this morning on squawk and joins us now. Interesting discussion Phil especially about that backlog.Oh the backlog is huge and if you look at this company right now they are are really hitting the sweet spot both in terms of the backlog as well as the services. Here's the numbers from the second quarter and they beat the street by 23 cents a share. Not even close earning a buck 66 a share.The street was expecting a ...
GE Aerospace lifts sales and profit outlook as it reports robust Q2 results
Proactiveinvestors NA· 2025-07-17 14:07
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
GE Aerospace (GE) Tops Q2 Earnings and Revenue Estimates
ZACKS· 2025-07-17 12:55
Group 1 - GE Aerospace reported quarterly earnings of $1.66 per share, exceeding the Zacks Consensus Estimate of $1.43 per share, and up from $1.20 per share a year ago, representing an earnings surprise of +16.08% [1] - The company posted revenues of $10.15 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.12%, and an increase from $8.22 billion year-over-year [2] - GE shares have increased approximately 59.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 6.5% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is $1.37 on revenues of $10.14 billion, and for the current fiscal year, it is $5.55 on revenues of $39.37 billion [7] - The Aerospace - Defense industry is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable outlook for stocks within this sector [8] Group 3 - GE has surpassed consensus EPS estimates in all four of the last quarters, indicating strong performance consistency [2] - The estimate revisions trend for GE was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting expected outperformance in the near future [6]
GE(GE) - 2025 Q2 - Earnings Call Transcript
2025-07-17 12:32
GE Aerospace (GE) Q2 2025 Earnings Call July 17, 2025 07:30 AM ET Company ParticipantsBlaire Shoor - Head - IRLawrence Culp - Chairman, CEO & DirectorRahul Ghai - SVP & CFOScott Deuschle - Director - Aerospace & Defense Equity ResearchMyles Walton - Managing DirectorSheila Kahyaoglu - Aerospace & Defense and Airlines Equity ResearchDouglas Harned - Managing DirectorScott Mikus - Director - Aerospace, Defense & Space ResearchSeth Seifman - Executive DirectorGavin Parsons - Director, Aerospace & Defense Equit ...
GE(GE) - 2025 Q2 - Earnings Call Transcript
2025-07-17 12:30
GE Aerospace (GE) Q2 2025 Earnings Call July 17, 2025 07:30 AM ET Speaker0Good day, ladies and gentlemen, and welcome to the GE Aerospace Investor Update and Second Quarter twenty twenty five Earnings Webcast. At this time, all participants are in a listen only mode. My name is Liz, and I will be your conference coordinator today. If you experience issues with the webcast slides refreshing or there appears to be delays in the slide advancement, please hit F5 on your keyboard to refresh. As a reminder, this ...