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GE Aerospace (GE) investor relations material
GE Aerospace Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary21 Oct, 2025
Executive summary
Q3 2025 revenue grew 24%–26% year-over-year to $12.2 billion (GAAP) and $11.3 billion (adjusted), with operating profit up 26% to $2.3 billion, driven by strong commercial and defense performance and robust demand.
EPS increased 44% year-over-year to $1.66 (adjusted), with GAAP EPS at $2.04; free cash flow reached $2.4 billion, up 30%, and free cash flow conversion exceeded 130%.
Orders rose 2% in Q3 and 13% year-to-date, with services orders up 31% year-to-date and major engine and servicing commitments secured, including with Korean Air and Cathay Pacific.
Accelerated deliveries and operational improvements, supported by priority suppliers and the FLIGHT DECK model, improved supply chain performance.
Notable advancements in hybrid electric flight technology and supersonic test campaigns were achieved.
Financial highlights
Q3 2025 total revenue: $12.2 billion (+24% YoY GAAP); adjusted revenue: $11.3 billion (+26%); operating profit: $2.3 billion (+26%); profit margin: 20.7% (GAAP), 20.3% (adjusted).
Adjusted EPS for Q3 2025: $1.66 (+44% YoY); net income: $2.2 billion; free cash flow: $2.4 billion (+30%).
Services revenue up 28% in Q3, with internal shop visit revenue up 33% and spare parts revenue up over 25% year-over-year.
Total engine deliveries up 41% year-over-year; commercial units up 33%, including record LEAP deliveries up 40%; defense units up 83%.
Remaining performance obligation at September 30, 2025: $176.3 billion, up 3% from year-end 2024.
Outlook and guidance
Full-year 2025 adjusted revenue growth now expected in the high teens; operating profit guidance raised to $8.65–$8.85 billion; adjusted EPS to $6.00–$6.20; free cash flow to $7.1–$7.3 billion.
Commercial Engines & Services revenue growth guided to low 20s percent; Defense & Propulsion Technologies revenue to high single digits.
2026 expected to see continued revenue and profit growth at a normalized double-digit rate, supported by strong backlog and demand.
Majority of free cash flow to be returned to shareholders via dividends and share repurchases.
Ongoing investments in manufacturing, overhaul facilities, and supply chain to support growth and mitigate supply chain and inflationary pressures.
Insurance ops: future charges from policy reserves?
GE Vernova credit support: plans to reduce $10B?
Supply chain & inflation: expected impact on profit?
Operational improvements driving raised 2025 guidance?
Describe recent strategic investments for future growth.
What caused the order timing shifts in CES and DPT?
LEAP durability kit rollout timeline and cost impact?
Services growth drivers: structural vs. temporary?
M&A strategy beyond organic reinvestment?
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Next GE Aerospace earnings date
Q4 202522 Jan, 2026
Next GE Aerospace earnings date
Q4 202522 Jan, 2026
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Frequently asked questions
Over 140 years of experience
General Electric (GE) is a multinational conglomerate that operates in various industries, including aviation, healthcare, power, renewable energy, and more. Founded in 1892, GE has a long history of technological innovation and has been at the forefront of industrial advancements. Today, the company offers a diverse portfolio of products and services, ranging from aircraft engines and medical imaging equipment to power generation systems and digital solutions. GE's global presence, expertise, and commitment to innovation have established it as a leading player in multiple sectors, driving advancements and providing solutions that address complex challenges across industries.
From the 1800’s to the present
GE has a storied history dating back to its founding in 1892 by Thomas Edison, J.P. Morgan, and other notable figures. Initially focused on electrification and lighting, GE quickly expanded into various industries, becoming a prominent force in innovation. Over the years, GE has played a pivotal role in developing groundbreaking technologies, such as the first commercial electric locomotive and the invention of the incandescent light bulb. Throughout the 20th century, GE continued to diversify its offerings, venturing into aviation, healthcare, power generation, and other sectors.
GE of today
General Electric (GE) offers an extensive array of products and services across various industries. In aviation, GE manufactures and provides aircraft engines, including commercial jet engines and turboprops for companies such as Boeing, as well as auxiliary power units. In the power sector, GE offers a wide range of power generation solutions, such as gas turbines, steam turbines, and renewable energy technologies like wind turbines. GE's healthcare division develops and manufactures medical imaging equipment, diagnostic solutions, and healthcare IT systems. Additionally, GE provides digital solutions, including software applications and industrial IoT platforms, to help businesses optimize operations, improve efficiency, and harness the power of data. Other notable customers of GE include companies such as Siemens and GM.
A diverse customer base
GE’s clientele includes businesses, governments, and individuals. GE's wide range of products and services, such as aviation engines, power generation systems, healthcare equipment, and digital solutions, allows them to keep their customer base wide and diversified. From airlines and healthcare providers to utility companies and manufacturing facilities, GE's offerings span multiple sectors, providing tailored solutions to enhance efficiency, productivity, and innovation for their customers.
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