Strong Financial Performance: GE Aerospace reported a strong second quarter 2025, with revenue exceeding $10 billion, up 23% year-over-year. The Commercial Engines & Services (CES) segment grew 30%, while the Defense & Propulsion Technologies (DPT) segment saw a 7% rise. Operating profit increased to $2.3 billion, marking a 23% increase YOY, and EPS rose by 38% to $1.66.

Increased Guidance for 2025 and 2028: The company raised its 2025 revenue growth guidance to the mid-teens from low double digits, expecting adjusted EPS of $5.60 to $5.80. For 2028, GE raised its profit and free cash flow outlook by $1.5 billion, projecting adjusted EPS to reach roughly $8.40 and operating profit of approximately $11.5 billion, with margins exceeding 21%.

Balanced Growth Across Segments: GE Aerospace's business model remains resilient, with around 70% of total revenue derived from recurring services. The backlog is at a record level of over $140 billion. Commercial installed base growth and increased shop visit volumes are expected to drive double-digit services revenue growth, supported by narrow-body and wide-body aircraft.