Core Insights - GE Aerospace reported an increase in revenue driven by a rise in orders, attributed to growing air travel and defense demand [1] Group 1: Revenue Growth - The company experienced higher revenue as a result of increased orders [1] - The growth in orders is linked to the rising demand in both the air travel and defense sectors [1]

格隆汇1月22日｜GE航天航空(GE.US)盘前涨超5%。消息面上，公司预计2026年调整后每股收益为7.10 至7.40美元，高于市场预期。 ...

Financial Performance - Total revenue for Q4 2025 was $12.7 billion, an increase of 18% year-over-year, while full-year revenue reached $45.9 billion, also up 18%[5] - GAAP profit for Q4 2025 was $2.9 billion, a 24% increase from the previous year, with full-year profit at $10.0 billion, up 31%[5] - Continuing EPS for Q4 2025 was $2.31, reflecting a 32% increase, and full-year EPS was $8.05, also up 32%[5] - Total revenue for 2025 reached $12,717 million, an 18% increase from $10,812 million in 2024[26] - Adjusted revenue for 2025 was $11,865 million, up 20% from $9,879 million in 2024[26] - Net income for 2025 was $2,452 million, representing a 29% increase from $1,905 million in 2024[30] - Operating profit for 2025 was $2,273 million, a 14% increase compared to $1,988 million in 2024[26] - Adjusted net income for 2025 was $1,667 million, an increase from $1,433 million in 2024[30] Orders and Revenue Segments - Total orders in Q4 2025 amounted to $27.0 billion, a 74% increase, contributing to full-year orders of $66.2 billion, up 32%[5] - Commercial Engines & Services (CES) revenue for Q4 2025 was $9.5 billion, a 24% increase, with full-year CES revenue at $33.3 billion, also up 24%[13] - Defense & Propulsion Technologies (DPT) orders for Q4 2025 were $4.6 billion, a 61% increase, with full-year DPT orders at $13.4 billion, up 19%[15] Cash Flow and Assets - Free cash flow for Q4 2025 was $1.8 billion, a 15% increase, with full-year free cash flow at $7.7 billion, up 24%[5] - Free cash flow (FCF) for the three months ended December 31, 2025, was $1,760 million, a 15% increase from $1,529 million in 2024; for the twelve months, FCF was $7,694 million, up 24% from $6,203 million in 2024[33] - Cash flows from operating activities (CFOA) for the three months ended December 31, 2025, were $2,096 million, a 59% increase from $1,318 million in 2024; for the twelve months, CFOA was $8,543 million, a 47% increase from $5,817 million in 2024[33] - Total assets increased to $130,169 million in 2025 from $123,140 million in 2024[19] - Current liabilities rose to $38,980 million in 2025, up from $34,392 million in 2024[19] - Total liabilities increased to $111,271 million in 2025, compared to $103,576 million in 2024[19] - Retained earnings grew to $87,663 million in 2025, up from $80,488 million in 2024[19] Future Guidance and Investments - The company expects adjusted revenue growth for 2026 to be in the low double digits, with adjusted EPS guidance of $7.10 to $7.40[9] - The company is investing over $1 billion in its global Maintenance, Repair and Overhaul (MRO) network, including significant investments in LEAP capacity[6] - The company expects to provide guidance for 2026 operating profit, adjusted EPS, and free cash flow, but cannot reconcile non-GAAP measures to GAAP due to uncertainties[35][36][38] Corporate Strategy and Communication - The company has a global installed base of approximately 50,000 commercial and 30,000 military aircraft engines, emphasizing its leadership in aerospace propulsion[47] - The company is committed to innovation in aerospace, focusing on future flight technologies and safety[47] - The company will discuss its results during an investor conference call, which will be available via webcast[46] - The company encourages investors to visit its investor relations website for updated financial information[44]

Core Viewpoint - GE Aerospace forecasts annual profit exceeding estimates, driven by robust demand for high-margin aftermarket parts and services as airlines are expected to prioritize maintenance spending due to aircraft supply constraints [1] Group 1 - Strong demand for aftermarket parts and services is a key driver of profit growth for GE Aerospace [1] - Airlines are likely to increase maintenance spending in response to ongoing aircraft supply constraints [1]

Group 1 - GE Aerospace is set to release its fourth-quarter earnings on January 22, with expected earnings of $1.43 per share, an increase from $1.32 per share in the same period last year [1] - The consensus estimate for GE Aerospace's quarterly revenue is $11.21 billion, up from $9.88 billion reported last year [1] - GE Aerospace announced a deal with Delta Air Lines for GEnx engines to power 30 new Boeing 787-10s, which includes options for 30 more aircraft and long-term service support [2] Group 2 - UBS analyst maintained a Buy rating and raised the price target from $366 to $368 [4] - Citigroup analyst maintained a Buy rating but cut the price target from $386 to $378 [4] - Susquehanna analyst initiated coverage with a Positive rating and a price target of $386 [4] - B of A Securities analyst maintained a Buy rating and raised the price target from $310 to $365 [4] - JP Morgan analyst maintained an Overweight rating and raised the price target from $275 to $325 [4]

Group 1 - GE Aerospace is set to release its fourth-quarter earnings on January 22, with expected earnings of $1.43 per share, an increase from $1.32 per share in the same period last year [1] - The consensus estimate for GE Aerospace's quarterly revenue is $11.21 billion, up from $9.88 billion reported last year [1] - On January 13, GE Aerospace announced a deal with Delta Air Lines for GEnx engines to power 30 new Boeing 787-10s, which includes options for 30 more aircraft and long-term services support [2] Group 2 - UBS analyst maintained a Buy rating and raised the price target from $366 to $368 [4] - Citigroup analyst maintained a Buy rating but cut the price target from $386 to $378 [4] - Susquehanna analyst initiated coverage with a Positive rating and a price target of $386 [4] - B of A Securities analyst maintained a Buy rating and raised the price target from $310 to $365 [4] - JP Morgan analyst maintained an Overweight rating and raised the price target from $275 to $325 [4]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.GE Aerospace ( GE ) has been one of my favorite aerospace stocks. However, in October I downgraded the stock from buy to hold as the company’s stock price showed overvaluation against expected earningsDhierin-Perkash Bechai is an aerospace, defense ...

Group 1 - The fourth quarter earnings season is gaining momentum, with major financial institutions like Charles Schwab and regional banks such as Fifth Third set to report results, alongside Netflix and Intel, which are expected to be focal points [1][5] - An optimistic consensus is emerging, with 7% of S&P 500 companies having reported fourth quarter results as of January 16, and analysts projecting an 8.2% increase in earnings per share for the quarter, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts had initially anticipated an 8.3% increase in earnings per share heading into the reporting period, a decrease from the previous quarter's 13.6% growth rate, but expectations have been raised recently, particularly for technology companies [3] Group 2 - The current earnings season is expected to test the improved stock market breadth observed at the beginning of 2026, with ongoing themes from 2025, such as artificial intelligence and economic policies, continuing to influence market dynamics [4] - This week's earnings releases will also include reports from notable companies such as United Airlines, 3M Company, D.R. Horton, Johnson & Johnson, GE Aerospace, Procter & Gamble, Abbott Laboratories, and Capital One [5]

Group 1 - The core point of the article is that GE has consistently outperformed Wall Street's earnings estimates for 12 consecutive quarters [1]

Core Viewpoint - GE Aerospace's earnings must exceed mere stock price increases for bullish investors to regain confidence [1] Group 1 - The company is facing pressure to deliver strong earnings results that can sustain investor interest and confidence [1] - There is a need for GE Aerospace to demonstrate consistent performance beyond short-term stock price fluctuations [1] - The current market sentiment indicates that investors are looking for more substantial evidence of growth and profitability [1]