GE Aerospace Soars: Raises Outlook Amid Strong Aviation Recovery and Major Qatar Deal

Buoyed by a robust recovery in air travel demand that helped counter global trade tensions, GE Aerospace has surpassed Wall Street's second-quarter profit expectations and elevated its full-year financial forecast.
The standalone jet engine manufacturer, which completed its separation from the former General Electric conglomerate last year, now anticipates 2025 adjusted earnings per share between $5.60 and $5.80. This upward revision exceeds its previous guidance ceiling of $5.45. The company also increased projections for adjusted revenue growth, operating profit, and free cash flow.
A key driver of this optimism is a significant resurgence in orders, particularly highlighted by a landmark agreement to supply over 400 engines to Qatar Airways – the largest widebody engine deal in the company's history. This contributed to a striking 30% revenue surge in GE Aerospace's commercial engines division last quarter.
"The administration is listening," stated CEO Larry Culp, referencing ongoing industry efforts to address supply chain headwinds linked to international trade policies. Culp has been actively engaged, including discussions with former President Trump, advocating for free trade benefits and the sector's positive contribution to the U.S. trade surplus. He expressed optimism about finding mutually beneficial solutions, noting the company is mitigating some tariff impacts through cost discipline and selective pricing adjustments.
Financially, GE Aerospace reported strong Q2 results with adjusted earnings of $1.66 per share, comfortably exceeding the Bloomberg-compiled analyst consensus of $1.43. Adjusted revenue reached approximately $10.2 billion, outperforming the anticipated $9.6 billion.
Adding to the positive momentum, Bloomberg recently reported GE Aerospace received clearance to resume engine shipments for China's COMAC aircraft program. Since becoming an independent entity following the strategic split of GE's energy and healthcare units under Culp's leadership, the company's stock has performed strongly, rising 60% year-to-date through Wednesday's market close.
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