GE Aerospace reports Q1 adjusted EPS $1.48, consensus $1.27
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 22 2025
0mins
Should l Buy GE?
Q1 Financial Performance: GE Aerospace reported Q1 revenue of $9.9 billion, exceeding expectations, with a 60% increase in adjusted EPS and strong growth in orders and revenue driven by commercial services.
Strategic Actions and Outlook: CEO H. Lawrence Culp, Jr. emphasized the need for strategic actions to manage costs and supply chain challenges while maintaining a positive outlook for the year, supported by a backlog of over $140 billion in commercial services.
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Analyst Views on GE
Wall Street analysts forecast GE stock price to rise
9 Analyst Rating
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 285.990
Low
275.00
Averages
345.67
High
386.00
Current: 285.990
Low
275.00
Averages
345.67
High
386.00
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. It has an installed base of over 50,000 commercial and 30,000 military aircraft engines. Its segment includes Commercial Engines & Services and Defense & Propulsion Technologies. Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul of engines and the sale of spare parts and offers services under a variety of arrangements such as long-term service agreements, spare parts agreements or time and material contracts. Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
GE Aerospace Secures U.S. Air Force Contract for New Engine Design
- Contract Award: GE Aerospace has been awarded a contract by the U.S. Air Force to conduct the preliminary design review for the new GE426 engine, aimed at supporting the medium-thrust-class Autonomous Collaborative Platform (ACP) project, marking a significant advancement in the company's capabilities in the unmanned combat aircraft sector.
- Technical Validation: In August 2025, GE Aerospace successfully completed the concept design review of the GE426, validating the engine's architecture and advancing its design, demonstrating the company's ability to rapidly design and manufacture small engines for military applications.
- System Maturation: Under this contract, GE Aerospace will further refine the GE426 prototype engine, enhancing system capability, producibility, and cost-effectiveness to ensure alignment with Air Force requirements for the medium-thrust-class ACP fleet, thereby strengthening its competitive position in the market.
- Investment Commitment: GE Aerospace continues to invest in small, affordable engines designed for large-scale production to power autonomous combat platforms, showcasing its strategic commitment to delivering high-performance propulsion solutions that meet the evolving needs of the Air Force.
See More
GE Aerospace Secures U.S. Air Force Engine Contract
- Contract Award: GE Aerospace has secured a contract from the U.S. Air Force to conduct the preliminary design review for the new GE426 engine, marking a significant expansion for the company in the military aviation sector.
- Technology Maturation: Under the contract terms, GE Aerospace will advance the GE426 prototype engine's development, ensuring alignment with Air Force requirements for the medium-thrust-class autonomous collaborative platform, thereby enhancing product competitiveness.
- Dedicated Propulsion System: The GE426 engine is specifically designed as a propulsion system for medium-thrust-class autonomous collaborative platform missions, aimed at meeting future military aviation needs and enhancing the operational capabilities of the U.S. Air Force.
- Strategic Implications: This contract not only solidifies GE Aerospace's position in the defense market but also lays the groundwork for future technological innovations and market share growth in military aviation.
See More
GE Aerospace Secures U.S. Air Force Contract for GE426 Engine Development
- Engine Development Progress: GE Aerospace has secured a U.S. Air Force contract focusing on enhancing the capability, production readiness, and cost efficiency of the GE426 engine, aimed at supporting future medium-thrust Autonomous Collaborative Platform (ACP) fleets.
- Design Review Completion: In August 2025, GE Aerospace completed the concept design review for the GE426 engine, validating its architecture and advancing the overall design process, marking the project’s transition into the next development phase.
- Long-Term Agreement Signed: GE Aerospace signed a 10-year maintenance and overhaul agreement with Japan Airlines covering its Boeing 787 fleet, demonstrating GE's ongoing expansion and service capabilities in the Asia-Pacific market.
- Market Sentiment Analysis: Despite GE stock gaining 24.64% over the past 12 months, Stocktwits retail sentiment remains “bearish,” indicating cautious market outlook regarding the company's future performance.
See More
Honeywell's Underperformance Affects Dow Jones Index
- Dow Component Changes: Honeywell replaced Raytheon Technologies in the Dow on August 31, 2020, but has only delivered a 56.2% total return since then, significantly lagging behind RTX's 231.1%, indicating its failure to meet market expectations.
- Unfulfilled Innovation Potential: Although Honeywell was viewed as a diversified and innovative industrial giant in 2020, its persistent underperformance in earnings and free cash flow growth, partly due to supply chain and inflationary pressures, has hindered its ability to capitalize on its strengths.
- Spinoff Plans Generate Interest: In November 2024, activist investor Elliott Investment Management amassed a position exceeding $5 billion, prompting Honeywell to consider a breakup; the successful spinoff of Solstice Advanced Materials in October 2025, which saw a 79.4% gain, highlights the potential for growth through such restructuring.
- Future Outlook and Market Reaction: Honeywell plans to spin off its aerospace division on June 29, 2024, with the remaining business focusing on industrial and building automation, and the market anticipates that this structural adjustment could enhance its standing in the Dow, reflecting a broader preference for focused companies.
See More
Wall Street Ends Week Flat Amid Inflation Concerns and Treasury Yields Rise
- Inflation Data Rises: The core CPI increased by 0.4% month-over-month in April, up from 0.2% in March and exceeding the expected 0.3%, indicating persistent inflationary pressures that could influence Federal Reserve policy decisions.
- Cisco Beats Expectations: Cisco reported adjusted earnings per share of $1.06 for the quarter ending April 25, surpassing the consensus estimate of $1.04, with revenue increasing 12% year-over-year to $15.8 billion, reflecting strong momentum in its AI infrastructure solutions.
- Nebius Group Revenue Surge: Nebius reported a staggering 684% year-over-year revenue increase to $399 million for the quarter ending March 31, exceeding market expectations, while adjusted EBITDA turned profitable from a loss a year earlier, highlighting robust demand for computing.
- Boeing-China Deal: President Trump announced that China agreed to purchase 200 aircraft from Boeing, yet the stock fell over 7% due to a lack of specifics regarding aircraft types or order timing, indicating market caution regarding the deal.
See More
China Confirms Aircraft Purchase Deal with U.S.
- Purchase Agreement Confirmed: China's Ministry of Commerce confirmed an agreement with the U.S. to purchase 200 Boeing aircraft and related equipment, which could benefit Boeing (BA) and General Electric (GE), although Boeing's stock fell over 7% during Trump's visit due to a lack of specifics.
- Tariff Reduction Measures: Both countries agreed to implement multiple measures, including mutual tariff reductions on certain products to boost bilateral trade in sectors like agriculture, indicating a positive willingness for economic cooperation between the two nations.
- High-Level Accompaniment: During Trump's visit to China, CEOs of Boeing and GE accompanied him, highlighting the significance of both companies in U.S.-China trade relations and their expectations for future orders.
- Details Still Under Discussion: While a preliminary agreement has been reached, the Ministry did not provide specifics on aircraft types or order timing, indicating ongoing discussions that may affect market expectations for Boeing's future performance.
See More
GE Aerospace Secures U.S. Air Force Contract for New Engine Design
- Contract Award: GE Aerospace has been awarded a contract by the U.S. Air Force to conduct the preliminary design review for the new GE426 engine, aimed at supporting the medium-thrust-class Autonomous Collaborative Platform (ACP) project, marking a significant advancement in the company's capabilities in the unmanned combat aircraft sector.
- Technical Validation: In August 2025, GE Aerospace successfully completed the concept design review of the GE426, validating the engine's architecture and advancing its design, demonstrating the company's ability to rapidly design and manufacture small engines for military applications.
- System Maturation: Under this contract, GE Aerospace will further refine the GE426 prototype engine, enhancing system capability, producibility, and cost-effectiveness to ensure alignment with Air Force requirements for the medium-thrust-class ACP fleet, thereby strengthening its competitive position in the market.
- Investment Commitment: GE Aerospace continues to invest in small, affordable engines designed for large-scale production to power autonomous combat platforms, showcasing its strategic commitment to delivering high-performance propulsion solutions that meet the evolving needs of the Air Force.
See More
GE Aerospace Secures U.S. Air Force Engine Contract
- Contract Award: GE Aerospace has secured a contract from the U.S. Air Force to conduct the preliminary design review for the new GE426 engine, marking a significant expansion for the company in the military aviation sector.
- Technology Maturation: Under the contract terms, GE Aerospace will advance the GE426 prototype engine's development, ensuring alignment with Air Force requirements for the medium-thrust-class autonomous collaborative platform, thereby enhancing product competitiveness.
- Dedicated Propulsion System: The GE426 engine is specifically designed as a propulsion system for medium-thrust-class autonomous collaborative platform missions, aimed at meeting future military aviation needs and enhancing the operational capabilities of the U.S. Air Force.
- Strategic Implications: This contract not only solidifies GE Aerospace's position in the defense market but also lays the groundwork for future technological innovations and market share growth in military aviation.
See More
GE Aerospace Secures U.S. Air Force Contract for GE426 Engine Development
- Engine Development Progress: GE Aerospace has secured a U.S. Air Force contract focusing on enhancing the capability, production readiness, and cost efficiency of the GE426 engine, aimed at supporting future medium-thrust Autonomous Collaborative Platform (ACP) fleets.
- Design Review Completion: In August 2025, GE Aerospace completed the concept design review for the GE426 engine, validating its architecture and advancing the overall design process, marking the project’s transition into the next development phase.
- Long-Term Agreement Signed: GE Aerospace signed a 10-year maintenance and overhaul agreement with Japan Airlines covering its Boeing 787 fleet, demonstrating GE's ongoing expansion and service capabilities in the Asia-Pacific market.
- Market Sentiment Analysis: Despite GE stock gaining 24.64% over the past 12 months, Stocktwits retail sentiment remains “bearish,” indicating cautious market outlook regarding the company's future performance.
See More
Honeywell's Underperformance Affects Dow Jones Index
- Dow Component Changes: Honeywell replaced Raytheon Technologies in the Dow on August 31, 2020, but has only delivered a 56.2% total return since then, significantly lagging behind RTX's 231.1%, indicating its failure to meet market expectations.
- Unfulfilled Innovation Potential: Although Honeywell was viewed as a diversified and innovative industrial giant in 2020, its persistent underperformance in earnings and free cash flow growth, partly due to supply chain and inflationary pressures, has hindered its ability to capitalize on its strengths.
- Spinoff Plans Generate Interest: In November 2024, activist investor Elliott Investment Management amassed a position exceeding $5 billion, prompting Honeywell to consider a breakup; the successful spinoff of Solstice Advanced Materials in October 2025, which saw a 79.4% gain, highlights the potential for growth through such restructuring.
- Future Outlook and Market Reaction: Honeywell plans to spin off its aerospace division on June 29, 2024, with the remaining business focusing on industrial and building automation, and the market anticipates that this structural adjustment could enhance its standing in the Dow, reflecting a broader preference for focused companies.
See More
Wall Street Ends Week Flat Amid Inflation Concerns and Treasury Yields Rise
- Inflation Data Rises: The core CPI increased by 0.4% month-over-month in April, up from 0.2% in March and exceeding the expected 0.3%, indicating persistent inflationary pressures that could influence Federal Reserve policy decisions.
- Cisco Beats Expectations: Cisco reported adjusted earnings per share of $1.06 for the quarter ending April 25, surpassing the consensus estimate of $1.04, with revenue increasing 12% year-over-year to $15.8 billion, reflecting strong momentum in its AI infrastructure solutions.
- Nebius Group Revenue Surge: Nebius reported a staggering 684% year-over-year revenue increase to $399 million for the quarter ending March 31, exceeding market expectations, while adjusted EBITDA turned profitable from a loss a year earlier, highlighting robust demand for computing.
- Boeing-China Deal: President Trump announced that China agreed to purchase 200 aircraft from Boeing, yet the stock fell over 7% due to a lack of specifics regarding aircraft types or order timing, indicating market caution regarding the deal.
See More
China Confirms Aircraft Purchase Deal with U.S.
- Purchase Agreement Confirmed: China's Ministry of Commerce confirmed an agreement with the U.S. to purchase 200 Boeing aircraft and related equipment, which could benefit Boeing (BA) and General Electric (GE), although Boeing's stock fell over 7% during Trump's visit due to a lack of specifics.
- Tariff Reduction Measures: Both countries agreed to implement multiple measures, including mutual tariff reductions on certain products to boost bilateral trade in sectors like agriculture, indicating a positive willingness for economic cooperation between the two nations.
- High-Level Accompaniment: During Trump's visit to China, CEOs of Boeing and GE accompanied him, highlighting the significance of both companies in U.S.-China trade relations and their expectations for future orders.
- Details Still Under Discussion: While a preliminary agreement has been reached, the Ministry did not provide specifics on aircraft types or order timing, indicating ongoing discussions that may affect market expectations for Boeing's future performance.
See More
