GE Aerospace lifts annual forecast again as jet engine demand surges

[GE Turbine Engine]
hapabapa/iStock Editorial via Getty Images

GE Aerospace (NYSE:GE [https://seekingalpha.com/symbol/GE]) aviation business raised [https://seekingalpha.com/news/4505848-ge-aerospace-non-gaap-eps-of-166-beats-by-019-raises-fy25-guidance] its full-year guidance for the second straight quarter, signaling continued strength from a booming air travel market.

The company now expects adjusted earnings between $6.00 and $6.20 a share, up from its previous outlook of $5.60 to $5.80, topping Wall Street’s consensus estimate of $5.92. GE Aerospace (NYSE:GE [https://seekingalpha.com/symbol/GE]) also upgraded its forecasts for revenue growth to the high teens and for both operating profit and free cash flow.

The improved outlook highlights the momentum under Chief Executive Larry Culp, who has reshaped GE into a pure-play aerospace company following last year’s breakup of the industrial conglomerate. Shares of GE Aerospace (GE [https://seekingalpha.com/symbol/GE]) have climbed more than 80% this year, vastly outperforming the S&P 500’s 15% gain, as the business continues to benefit from robust aircraft production and travel demand despite industry headwinds such as tariffs and supply chain constraints.

A sharp rise in the company’s maintenance and repair operations has helped offset the upfront costs tied to new engine deliveries for Boeing and Airbus jets. Though GE often sells engines at a loss initially, profitability typically builds over time through long-term service contracts.

For 2025, GE (GE [https://seekingalpha.com/symbol/GE]) expects operating profit of $8.65 billion to $8.85 billion, up from a prior high of $8.5 billion, and free cash flow between $7.1 billion and $7.3 billion, compared with earlier guidance of up to $6.9 billion.

Third-quarter adjusted revenue jumped 26% to $11.3 billion, with earnings of $1.66 a share, underscoring solid execution across the business. GE Aerospace (GE [https://seekingalpha.com/symbol/GE]) recently secured several major aircraft engine deals, including its largest-ever widebody order: more than 400 engines for Qatar Airways.

Culp has also advocated for maintaining open trade policies in aerospace, meeting with President Donald Trump earlier this year to emphasize how global cooperation has strengthened U.S. competitiveness and sustained a trade surplus in the sector.

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