GE Aerospace Q2 2025 Earnings: Commercial Aviation Drives Growth

Following its historic transformation into a pure-play aviation powerhouse, General Electric, now operating as GE Aerospace, has released its second-quarter 2025 financial results. Let's dive into the numbers from their latest 10-Q filing to see how the aerospace-focused giant is performing.

For the three months ended June 30, 2025, GE reported a strong performance, with total revenues climbing to $11.0 billion, a notable increase from $9.1 billion in the same period last year. This top-line growth translated into a healthy bottom line, with net income from continuing operations reaching $2.0 billion, or $1.87 per diluted share.

To understand how revenue translates into profit, this chart breaks down the company's income statement, illustrating the flow from sales to the final net income.

Commercial Aviation Soars

The clear star of the quarter was the Commercial Engines & Services segment. This division, which builds and services engines for major airlines, saw its revenue jump an impressive 30% to $7.99 billion. More importantly, its segment profit—the earnings generated by the division before corporate costs and taxes—grew by 33% to $2.23 billion. The company attributes this stellar performance to a surge in spare parts sales, an increase in internal shop visits for maintenance, and higher engine deliveries, including 410 LEAP engines, a key product for modern narrow-body aircraft.

Defense Provides Stable Thrust

GE's Defense & Propulsion Technologies segment also delivered steady growth. This division, responsible for military engines and systems, posted revenue of $2.56 billion, a 7% increase year-over-year. Segment profit saw a 5% rise to $362 million. While not as explosive as the commercial side, this segment provides a stable and crucial revenue stream, underscoring GE's foundational role in national security.

In conclusion, GE Aerospace's second-quarter results paint a picture of a company capitalizing on the robust recovery and growth in commercial air travel. The powerful performance of its Commercial Engines & Services division, complemented by the steady contribution from its defense business, signals a strong start for the newly focused entity. Investors and industry watchers will be keen to see if the company can maintain this altitude amidst ongoing global supply chain pressures and production demands.