GE Aerospace (NYSE:GE) Q3 2025 Earnings Call October 21, 2025 07:30 AM ET Company ParticipantsBlaire Shoor - Head of Investor RelationsRahul Ghai - CFOLarry Culp - Chairman and CEOConference Call ParticipantsScott Deuschle - AnalystSheila Kahyaoglu - Senior Equity Research AnalystRon Epstein - Senior Research AnalystDoug Harned - Senior AnalystRobert Stallard - AnalystMyles Walton - AnalystGautam Khanna - AnalystSeth Seifman - AnalystScott Mikas - AnalystOperatorGood day, ladies and gentlemen, and welcome t ...

GE Aerospace (NYSE:GE) Q3 2025 Earnings Call October 21, 2025 07:30 AM ET Company ParticipantsBlaire Shoor - Head of Investor RelationsRahul Ghai - CFOLarry Culp - Chairman and CEOConference Call ParticipantsScott Deuschle - AnalystSheila Kahyaoglu - Senior Equity Research AnalystRon Epstein - Senior Research AnalystDoug Harned - Senior AnalystRobert Stallard - AnalystMyles Walton - AnalystGautam Khanna - AnalystSeth Seifman - AnalystScott Mikas - AnalystOperatorGood day, ladies and gentlemen, and welcome t ...

A Boeing 777X aircraft performs a demonstration flight at the 2021 Dubai Airshow in the Gulf emirate on November 14, 2021. (Photo by Giuseppe CACACE / AFP) (Photo by GIUSEPPE CACACE/AFP via Getty Images)AFP via Getty ImagesBoeing’s next-generation widebody aircraft program—the 777X—is delayed once again. The jet program launched in 2013 with a planned 2020 debut, but is now not expected to carry its first paying passengers until 2027. The slip reflects the complexities of designing and certifying a revoluti ...

Group 1 - GE Aerospace's Board of Directors declared a dividend of $0.36 per share on outstanding common stock, payable on October 27, 2025, to shareholders of record by September 29, 2025 [1] - The ex-dividend date is set for September 29, 2025 [1] - GE Aerospace has an installed base of approximately 49,000 commercial and 29,000 military aircraft engines, employing around 53,000 people [2] Group 2 - GE Aerospace announced a strategic partnership and equity investment agreement with BETA Technologies to advance hybrid electric flight [3] - Cathay Pacific has committed to purchasing GE9X engines to power 14 additional Boeing 777-9 aircraft [4]

Group 1 - GE Aerospace is set to release its second-quarter earnings results on July 17, with expected earnings of $1.40 per share, an increase from $1.20 per share in the same period last year [1] - The projected quarterly revenue for GE Aerospace is $9.51 billion, compared to $8.22 billion a year earlier [1] - On July 7, GE Aerospace announced a multi-year service, repair, and overhaul agreement with China Airlines for GE9X engines on 14 Boeing 777X aircraft [2] Group 2 - GE Aerospace shares increased by 0.9%, closing at $264.67 [2] - Analysts have provided various ratings and price target adjustments for GE stock, with RBC Capital raising the target from $220 to $275 [5] - Other analysts have also maintained positive ratings and adjusted price targets, indicating a generally favorable outlook for GE Aerospace [5]

Group 1: Contract and Collaboration - GE Aerospace secured a contract from Korean Air to supply GEnx and GE9X engines, marking the first GE9X order in South Korea [1] - The deal includes maintenance, repair, and overhaul services for the GE9X engines, highlighting the long-standing collaboration between GE Aerospace and Korean Air [1][3] Group 2: Engine Performance and Market Presence - The GEnx engine family has completed over 62 million flight hours, with more than 3,600 engines currently in service and backlog [2] - The GEnx engine is installed in two-thirds of all Boeing 787 aircraft in service, while the GE9X engine offers a 10% improvement in specific fuel consumption compared to the GE90-115B [2] Group 3: Investment and Growth Strategy - GE plans to invest over €78 million in 2025 to expand and upgrade its manufacturing facilities in Europe, aimed at boosting production capacities for commercial and defense customers [4] - The company is benefiting from a growing installed base and higher utilization of engine platforms, driven by strong momentum in commercial and defense sectors [5] Group 4: Financial Performance - GE's shares have gained 23.4% in the past three months, outperforming the industry's 4.7% growth [6] - The Zacks Consensus Estimate for GE's 2025 earnings has increased by 2.3% in the past 60 days, indicating positive market sentiment [6]