S&P 500
7,226.20
+0.01%
Dow Jones
49,494.60
-0.62%
Nasdaq 100
27,685.40
+0.66%
Russell 2000
2,804.78
-0.02%
FTSE 100
10,364.50
0.00%
Nikkei 225
59,260.50
-0.78%
GE Aerospace

GE Q4 2025 Earnings

Reported Jan 22, 2026 at 6:38 AM ET · SEC Source

Q4 25 EPS

$1.57

BEAT +19.85%

Est. $1.31

Q4 25 Revenue

$12.72B

BEAT +48.76%

Est. $8.55B

vs S&P Since Q4 25

-8.6%

TRAILING MARKET

GE -4.0% vs S&P +4.6%

Full Year 2025 Results

FY 25 EPS

$6.37

BEAT +2.16%

Est. $6.24

FY 25 Revenue

$45.86B

BEAT +9.90%

Est. $41.73B

Market Reaction

Did GE Beat Earnings? Q4 2025 Results

GE Aerospace capped 2025 with a blowout fourth quarter, posting adjusted EPS of $1.57 against a consensus estimate of $1.31, a beat of nearly 19.85%, while revenue of $12.72 billion topped expectations of $8.55 billion by 48.76% and grew 17.6% year o… Read more GE Aerospace capped 2025 with a blowout fourth quarter, posting adjusted EPS of $1.57 against a consensus estimate of $1.31, a beat of nearly 19.85%, while revenue of $12.72 billion topped expectations of $8.55 billion by 48.76% and grew 17.6% year over year. The standout driver was Commercial Engines and Services, where Q4 revenue climbed 24% to $9.47 billion, fueled by a 31% surge in services revenue as shop visit volumes rose sharply and material availability from priority suppliers improved more than 40% year over year. Total orders for the quarter reached $27.00 billion, up 74%, reflecting deep and broadening demand across commercial aviation. Free cash flow of $1.76 billion rose 15% with conversion at 106%, underscoring the quality of earnings. Looking ahead, management guided 2026 adjusted EPS of $7.10 to $7.40 and free cash flow of $8.00 billion to $8.40 billion, with continued MRO network investment, including a $500 million LEAP capacity expansion across four global sites, reinforcing confidence in sustained execution.

Key Takeaways

  • • CES services revenue up 31% in Q4 driven by higher shop visit volume and workscopes
  • • Spare parts revenue up more than 25% as improved material availability supported increased output
  • • Material input from priority suppliers increased more than 40% year-over-year in 2025
  • • Equipment unit volume up 40% in Q4
  • • Record LEAP deliveries up 28% for the full year
  • • Full-year defense deliveries up 30% year-over-year
  • • Total orders of $27.0B in Q4, up 74% year-over-year
24/7 Wall St

GE YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

GE Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“With a strong fourth quarter, GE Aerospace delivered an outstanding year as revenue grew 21%, EPS was up 38%, and free cash flow conversion exceeded 100%. Our performance demonstrates how FLIGHT DECK is taking hold as we accelerated services and equipment output to fulfill our growing backlog of roughly $190 billion.”

— H. Lawrence Culp, Jr., Q4 2025 Earnings Press Release

Back to GE Stock Page