GE Aerospace (NYSE: GE) reported fourth-quarter earnings and revenue that exceeded consensus estimates on Thursday, though shares fell more than 5% intra-day.
The company reported adjusted earnings per share of $1.57, surpassing analyst expectations of $1.43. Revenue reached $11.87 billion, ahead of the $11.2 billion consensus estimate. Adjusted earnings increased 19% year over year, while adjusted revenue rose 20% compared with the same quarter last year.
For full-year 2025, GE Aerospace delivered adjusted earnings per share of $6.37, up 38% year over year, while adjusted revenue increased 21% to $42.3 billion. Free cash flow climbed 24% to $7.7 billion, with conversion exceeding 100%.
Fourth-quarter orders totaled $27 billion, up 74% from the prior year, expanding the company’s backlog and supporting future growth prospects.
Looking to 2026, GE Aerospace forecast earnings per share of $7.10 to $7.40, with the midpoint exceeding analyst estimates of $7.12. The company cited continued strength across both commercial and defense markets, noting that commercial engine deliveries increased 25% in 2025, including a 28% rise in LEAP engine deliveries, while defense deliveries grew 30%.
