Overview
- GE Aerospace reported adjusted earnings per share of $1.49 for Q1 2025, up from $0.93 a year ago, surpassing analyst expectations.
- Revenue grew 11% year-over-year to $9 billion, reflecting strong demand for aftermarket parts and maintenance services.
- The company reaffirmed its 2025 guidance, projecting adjusted EPS between $5.10 and $5.45 and low double-digit revenue growth.
- GE Aerospace is leveraging its $140 billion commercial services backlog to navigate supply chain disruptions and mitigate announced tariffs through cost controls and trade program optimizations.
- Persistent delays in new aircraft deliveries from Boeing and Airbus continue to boost demand for high-margin services as airlines rely on aging fleets.