GE Aerospace is flying high. Shares of the jet-engine maker climbed 2.4% in early trading Tuesday, putting the stock on track to open above its September record close of $305.63. The boost comes after a quarter that didn’t just meet expectations, it blew them away.
The company reported net profit of $2.52 billion for the quarter ending September 30, a jump of nearly 33% from a year ago. Adjusted earnings per share came in at $1.66, topping analyst expectations of $1.46. That 20-cent beat marked the largest earnings surprise in two years.
Commercial Engines Drive Growth
Revenue rose almost 24% year-over-year to $12.18 billion, easily beating the consensus of $10.94 billion. The real star was GE’s commercial engines segment, where sales soared 26.8% to $8.88 billion.
Deliveries were up 33% overall, including a record 40% increase in LEAP engine shipments, proof that airlines are betting on GE’s technology to power the skies.
Confident Outlook
With these results in hand, GE raised its full-year EPS guidance to $6–$6.20, up from a prior range of $5.60–$5.80, surpassing analyst expectations of $5.90. Revenue growth forecasts were lifted to the high-teens, up from mid-teens.
Free cash flow jumped 29.8% to $2.36 billion, the company’s strongest quarter since late 2023, giving investors even more confidence in GE’s financial health.
Why Investors Are Taking Notice
GE’s stock has climbed 81.5% year-to-date, compared with a 14.5% gain in the S&P 500. With solid deliveries, growing revenue, and serious cash flow, GE Aerospace is looking like a solid bet for anyone thinking long-term.
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