GE Aerospace Sees 24% Q4 Revenue Jump, $22.8B Orders and $1B U.S. Investment
Commercial Engines & Services posted 24% organic revenue growth in Q4 2025 with orders up 76% to $22.8 billion, led by LEAP, GEnx and GE9X demand. $5 billion Air Force F110 engine contract, an Army IDIQ deal and a $1 billion U.S. manufacturing investment reinforce long-term production capacity.
1. Commercial Engines Momentum
GE Aerospace’s Commercial Engines & Services segment achieved 24% organic revenue growth in Q4 2025, with orders climbing 76% year-over-year to $22.8 billion. Strong demand for LEAP, GEnx and GE9X engine platforms, fueled by rising air traffic and fleet renewals, underpins this performance.
2. Military Contracts and Engine Developments
The segment secured a $5 billion U.S. Air Force contract for F110 engines, parts and support, plus an IDIQ agreement with the U.S. Army for F-15 and F-16 engine supplies. R&D milestones include a successful T901 test on a Black Hawk and completion of the XA102 design review.
3. U.S. Manufacturing Investment Plan
GE Aerospace committed an additional $1 billion in 2026 to expand domestic manufacturing sites and strengthen its U.S. supplier base. This investment aims to boost production capacity and support increased volume from both commercial and defense programs.
4. Stock Performance and Valuation
Shares have surged 68.2% over the past year, outperforming the industry’s 37.4% gain. The stock trades at a forward P/E of 42.18X versus the industry average of 33.30X, while consensus earnings estimates for 2026 and 2027 have trended upward.