GE Aerospace Reports Q3 2025 Adjusted EPS of $1.66, Exceeding Analyst Estimates

GE Aerospace announced robust financial results for the third quarter ending September 30, 2025. The company reported adjusted revenue of $11.3 billion, marking a 26% increase year-over-year. Adjusted EPS for the quarter reached $1.66, a significant 44% rise from the prior year and surpassing analyst estimates of $1.46. GAAP profit for the quarter was $2.5 billion, up 33%.

Strong Segment Performance

The Commercial Engines & Services (CES) segment demonstrated strong growth, with revenue increasing 27% to $8.9 billion. This performance was primarily driven by a 28% growth in services, including a 33% increase in internal shop visit revenue and over 25% growth in spare parts revenue. Equipment revenue also grew 22%, with unit volume up 33%.

Defense & Propulsion Technologies (DPT) also contributed positively, with revenue growing 26% to $2.8 billion. Defense & Systems revenue increased 24% due to higher engine volumes and improved pricing, while Propulsion & Additive Technologies revenue rose 29% across all businesses. DPT's profit surged by 75%, reaching $386 million.

Management Outlook Raised for 2025

Given the strong year-to-date results, GE Aerospace has raised its full-year 2025 guidance across the board. The company now expects adjusted revenue growth in the high-teens, an increase from prior guidance of mid-teens. Operating profit is projected to be between $8.65 billion and $8.85 billion, up from the previous range of $8.2 billion to $8.5 billion.

Adjusted EPS guidance for 2025 has been raised to a range of $6.00 to $6.20, up from $5.60 to $5.80. Free cash flow is now anticipated to be between $7.1 billion and $7.3 billion. The CES segment specifically anticipates revenue growth in the low twenties, driven by higher services revenue, which is now expected to grow low- to mid-twenties.