GE Aerospace reported adjusted earnings per share of $1.57 for the fourth quarter of 2025, surpassing consensus estimates by 10%. Quarterly revenues rose 20% year-over-year to $11.9 billion, driven by a 31% increase in services revenue. The division achieved a record delivery of over 1,800 LEAP engines in the quarter, underscoring strong global demand. For the full year, adjusted EPS reached $6.37 and revenues grew 18%, reflecting sustained strength across commercial and defense aftermarket segments.

The company raised its 2026 profit forecast above analysts’ projections, citing high-margin parts and services sales as airlines prioritize maintenance spending amid constrained aircraft availability. New orders surged by 25% in Q4, led by long-term service agreements, and backlog value exceeded $100 billion. GE Aerospace highlighted that aftermarket margins expanded by 200 basis points year-over-year, supporting its confidence in double-digit revenue growth for the new fiscal year.

Chief Executive Larry Culp publicly countered airline industry concerns over rising maintenance costs, emphasizing that long-term service contracts and spare parts pricing reflect significant investments in supply chain resilience and capacity expansion. He noted that the company has added three new service centers in Asia and the Middle East over the past year to reduce turnaround times and total lifecycle costs for operators. Culp reiterated GE’s commitment to collaborative pricing negotiations, while maintaining that current rates are necessary to sustain aftermarket quality and innovation.