What Happened?

Shares of industrial conglomerate GE Aerospace (NYSE: GE) jumped 4.7% in the pre-market session after the company reported second-quarter earnings that beat analyst expectations and raised its full-year financial guidance. 

The aerospace giant announced impressive second-quarter results, with adjusted earnings of $1.66 per share on revenue of $11.0 billion. These figures comfortably surpassed Wall Street's consensus estimates of $1.43 per share and $9.59 billion in revenue. The strong performance was driven by a 30% revenue surge in its Commercial Engines & Services division, fueled by robust growth in both services and equipment sales. Buoyed by the strong quarter and a positive outlook for the commercial services market, GE Aerospace raised its full-year 2025 forecast. The company now expects adjusted earnings per share to be in the range of $5.60 to $5.80, up from its previous guidance. It also lifted its revenue growth projection from low-double-digits to mid-teens. Furthermore, the company boosted its long-term outlook for 2028, projecting higher operating profit and free cash flow.

After the initial pop the shares cooled down to $263.44, down 1.1% from previous close.

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What Is The Market Telling Us

GE Aerospace’s shares are somewhat volatile and have had 12 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was 6 months ago when the stock gained 9.4% on the news that the company reported strong fourth-quarter results, which blew past analysts' revenue estimates amid improved demand for spare parts, commercial engines, and services. 

Growth accelerated during the quarter as orders rose by 46% compared to the previous year. The improved demand and pricing enabled the company to grow its cash flow and report earnings ahead of analysts' expectations. Guidance was also encouraging, with the company expecting double-digit revenue and EPS growth (in line with consensus) in FY 2025, with greater than 100% free cash flow conversion. Management also highlighted the focus on returning some of the value generated to shareholders after announcing a $7B stock buyback program and a 30% dividend increase. Overall, this was an impressive quarter.

GE Aerospace is up 56.3% since the beginning of the year, and at $263.44 per share, it is trading close to its 52-week high of $266.18 from July 2025. Investors who bought $1,000 worth of GE Aerospace’s shares 5 years ago would now be looking at an investment worth $4,658.

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