earnings
confidence high
sentiment positive
materiality 0.85
GE Aerospace Q4 revenue $12.7B +18%, adj EPS $1.57 +19%; FY26 guide adj EPS $7.10-$7.40
GENERAL ELECTRIC CO
2025-FY EPS reported
$8.14
revenue$45,855,000,000
- Q4 total revenue $12.7B (+18% YoY); adjusted revenue $11.9B (+20%); GAAP EPS $2.31 (+32%), adjusted EPS $1.57 (+19%).
- Full-year 2025: GAAP revenue $45.9B (+18%), adjusted revenue $42.3B (+21%); operating profit $9.1B (+25%); FCF $7.7B (+24%).
- 2026 guidance: adjusted revenue growth low double digits; adj EPS $7.10-$7.40; operating profit $9.85B-$10.25B; FCF $8.0B-$8.4B, conversion >100%.
- CES segment Q4 revenue $9.5B (+24%), services +31% on higher shop visits and spare parts; margins contracted 420bps to 24% on mix and R&D.
- DPT segment Q4 revenue $2.8B (+13%); orders up 61%; profit $252M (+5%); margins down 70bps to 8.9% on investments and inflation.