GE Aerospace soars with record Q4 growth and 2026 optimism
GE Aerospace has reported strong financial results for the fourth quarter and full year of 2025. The company saw double-digit growth across key areas, driven by rising demand in both commercial and defense markets. Earnings per share, revenue, and orders all climbed sharply, beating earlier expectations.
The company’s earnings per share (EPS) jumped 19% in Q4 2025, reaching $1.57, while annual EPS rose 38% to $6.37. Free cash flow also increased, up 15% for the quarter to $1.8 billion and 24% for the year to $7.7 billion. Revenue grew by 20% in Q4, with Commercial Engines & Services (CES) up 24% and Defense & Propulsion Technologies (DPT) up 13%.
Orders surged 74% in the same period, with CES orders rising 76% and DPT orders up 61%. Operating profit followed the trend, climbing 14% in Q4 to $2.3 billion and 25% for the full year to $9.1 billion. The company credited its performance to strategic improvements, including faster turnaround times, expanded maintenance network capacity, and better supplier coordination. GE Aerospace also restructured its operations by integrating TNO into CES and updating segment reporting. These changes aim to strengthen lifecycle management and supply chain efficiency. Looking ahead to 2026, the company forecast low double-digit revenue growth, operating profit between $9.85 billion and $10.25 billion, EPS of $7.10 to $7.40, and free cash flow of $8 billion to $8.4 billion. Rahul Ghai, the company’s Senior Vice President and Chief Financial Officer, oversees these financial developments. A graduate of Delhi University, Ghai plays a key role in guiding GE Aerospace’s financial strategy.
The results highlight GE Aerospace’s ability to outperform earlier guidance while expanding its market position. With continued growth projected for 2026, the company remains focused on operational efficiency and meeting rising demand in both commercial and defense sectors. The latest financial and structural changes set a foundation for further expansion in the coming year.
