In the fourth quarter of 2025, GE Aerospace reported adjusted earnings per share of $1.57, exceeding consensus estimates by 10%. Revenue climbed 20% year-over-year to $11.9 billion, driven by a 31% surge in the services segment and record LEAP engine deliveries surpassing 1,800 units. Margins widened as production efficiencies improved, and free cash flow strengthened thanks to disciplined working capital management. These results mark the company’s third consecutive quarter of double-digit revenue growth and underscore its leadership position in both commercial engine services and next-generation engine manufacturing.

Management reaffirmed its full-year guidance, projecting mid-teens percentage growth in adjusted earnings and continued margin expansion, supported by a robust LEAP delivery schedule and accelerating services demand. Analysts highlight that recent share-price weakness represents a ‘sell-the-news’ reaction to the Q4 release, suggesting the pullback may offer a compelling entry point for long-term investors. With a backlog exceeding $200 billion and scarce capacity in global maintenance networks, GE Aerospace is positioned to benefit from secular air-traffic growth and aftermarket tailwinds, while valuations reflect both near-term momentum and multi-year structural upside.