Description
GE Aerospace’s Biggest Growth Engine Is Back—Can CES and DPT Deliver a Powerful Revenue Surge?
General Electric Company’s (GE) Aerospace division displayed a robust performance during its fourth-quarter and full-year 2025 earnings call, demonstrating both opportunities and challenges that may shape the outlook for potential investors. The notable aspects of the results included significant growth in orders, revenue, and profitability, yet they also highlighted areas requiring attention, particularly in operational efficiencies and product cost management. GE Aerospace reported a strong finish to 2025, with orders surging by 74% in the fourth quarter, driven by sustained demand for its services and equipment. Revenue also climbed by 20% with double-digit growth in both the Commercial Engines and Services (CES) and Defense and Power Technologies (DPT) segments. The company achieved a 19% rise in earnings per share (EPS), reaching $1.57, while free cash flow saw a 15% increase to bolster capital flexibility further.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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