🔹 Revenue: $11.31B (Est. $10.37B) 🟢; +26% YoY
🔹 Adj EPS: $1.66 (Est. $1.45) 🟢; +44% YoY
🔹 Adj Operating Profit: $2.3B; +26% YoY
FY25 Guidance:
🔹 Adj EPS: $6.00–$6.20 (Est. $5.92) 🟢; Prior $5.60–$5.80
🔹 Adj FCF: $7.1–$7.3B 🟢; Prior $6.5–$6.9B
🔹 Adj Revenue Growth: High-teens % YoY (Prior: Mid-teens)
Q3 Segments:
Commercial Engines & Services (CES):
🔹 Revenue: $8.9B; +27% YoY
🔹 Profit: $2.4B; +35% YoY
🔹 Margin: 27.4% (+170 bps)
Defense & Propulsion Technologies (DPT):
🔹 Revenue: $2.8B; +26% YoY
🔹 Profit: $386M; +75% YoY
🔹 Margin: 13.6% (+380 bps)
Other Key Metrics:
🔹 Orders: $12.8B; +2% YoY
🔹 Free Cash Flow: $2.4B; +30% YoY
🔹 CFOA: $2.6B; +34% YoY
🔹 Operating Margin: 20.3%; Flat YoY
Recent Updates:
🔹 Korean Air and Cathay Pacific placed record engine orders (GEnx, GE9X, LEAP-1B)
🔹 Defense deliveries up 83% YoY; record LEAP engine shipments (+40% YoY)
🔹 Elected Wesley G. Bush (former Northrop Grumman CEO) to Board of Directors
CEO Commentary:
🔸 “GE Aerospace delivered an exceptional quarter with revenue up 26%, EPS up 44%, and over 130% free cash flow conversion.”
🔸 “Our proprietary lean model, FLIGHT DECK, continues to drive strong services and engine output for our customers.”
🔸 “Investments in LEAP durability and the future of flight will position us for sustained growth.”



