Overview
- GE Aerospace posted adjusted EPS of $1.66 on adjusted revenue of $11.31 billion for Q3, topping forecasts as both commercial and defense activity strengthened.
- The company raised 2025 guidance to adjusted EPS of $6.00–$6.20, projected adjusted revenue growth in the high teens, and free cash flow of about $7.1–$7.3 billion.
- Aftermarket strength and supply-chain improvements drove record LEAP engine shipments up 40% year over year, with commercial deliveries up 33% and services revenue up 28%.
- Supplier fixes lifted material input by more than 35% year over year, and defense deliveries rose 83%, underpinning higher segment profits.
- Peers also outperformed: RTX lifted its 2025 sales and EPS outlooks, Lockheed Martin raised guidance with a record $179 billion backlog, and Northrop Grumman increased profit guidance despite trimming sales; GE shares hit new highs on the results.