GE Aerospace posted Q2 adjusted revenue of $12.63 billion, a 24.4% increase from the same period last year, with orders rising 16.2% in the quarter. The company lifted its full-year adjusted EPS guidance to a range of $7.65 to $7.85, compared to its prior forecast of $7.10 to $7.40. Margin pressure weighed on the stock despite the headline beat, and order book growth, while still positive, has slowed from the pace seen in recent quarters.
GE Aerospace is the dominant supplier of commercial jet engines, so a raised earnings outlook signals that airline capacity expansion and aftermarket service demand are both holding firm. The margin pressure is worth watching because it could compress returns even if revenue keeps growing. Investors in aerospace supply chain names, including engine components and MRO (maintenance, repair, overhaul) providers, will feel the same tailwinds and the same cost headwinds.
August earnings season wrap-up for aerospace peers: RTX Q2 results already out, Safran H1 results due late July. Next GE Aerospace investor update expected with Q3 earnings in October 2025.
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