NYSE$GE

General Electric Co · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

GE Aerospace reported Q4 2025 revenue of $12.7B with profit of $2.9B and continuing EPS of $2.31.

Fourth-quarter total revenue was $12.7 billion (+18% YoY) with profit of $2.9 billion and continuing EPS of $2.31; adjusted EPS was $1.57. Full-year adjusted revenue grew 21% to $42.3 billion with adjusted EPS up 38% to $6.37 and free cash flow of $7.7 billion. Management cited record CES services growth and a backlog of roughly $190 billion.

  • Q4 revenue $12.7B (+18% YoY); profit $2.9B.
  • Continuing EPS $2.31; adjusted EPS $1.57.
  • FY25 adjusted revenue $42.3B (+21%); adjusted EPS $6.37 (+38%).
  • Free cash flow $7.7B; backlog ~$190B.

Headline financials

Total Revenue

$12.7B

Previous: $10.8B+17.6%
EPS (adj)

$1.57

Previous: $1.32+18.9%
Free Cash Flow

$1.76B

Previous: $1.03B+70.9%
Net Income

$2.85B

Previous: $1.9B+50.3%
Operating Income

$2.27B

Previous: $2.09B+9.0%

Revenue & EPS history

GE · Revenue · Quarterly

$12.7B

Q4 2025+17.6%vs Q4 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

GE · $8.66B total across 2 segments · Q3 2023

  • Commercial Engines & Services
    $6.46B
  • Defense & Propulsion Tech
    $2.21B

Forward guidance

The release discusses GE Aerospace's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • GE Aerospace cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and shareholder returns.
  • Management issued or reiterated forward revenue and EPS targets.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.1%

Avg return

Earnings day

-0.4%

Avg return

5 days after

+2.2%

Avg return

30 days after

52%

38 / 73 earnings

Positive

+12.0%

Q4 2018

Best reaction

-13.0%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.9%-6.3%-0.9%
Q4 2025-6.9%-6.6%+7.8%
Q3 2025-0.2%+0.4%-4.0%
Q2 2025+0.3%-1.1%+4.8%
Q1 2025+6.1%+11.3%+29.1%
Q4 2024+6.6%+3.2%+6.1%
Q3 2024-6.5%-7.8%-8.0%
Q2 2024-0.3%+4.3%+4.3%
Q1 2024+6.0%+8.1%+10.0%
Q4 2023-1.0%-0.0%+15.6%
Q3 2023+4.2%-0.3%+12.1%
Q2 2023+4.0%+3.8%+0.7%
Q1 2023-3.9%-1.2%+1.4%
Q4 2022+1.3%+10.4%+11.2%
Q3 2022+2.8%+6.8%+19.8%
Q2 2022+4.7%+8.1%+14.3%
Q1 2022-13.0%-17.1%-14.3%
Q4 2021-7.8%-5.0%-4.5%
Q3 2021-1.4%-0.4%-2.9%
Q2 2021+1.6%+0.2%+0.0%
Q1 2021-2.7%-3.3%+5.7%
Q4 2020+3.5%-2.8%+16.1%
Q3 2020+3.8%+5.9%+46.5%
Q2 2020-9.1%-11.3%-4.1%
Q1 2020+0.0%-8.7%-3.4%
Q4 2019+8.5%+4.5%-7.2%
Q3 2019+10.0%+20.5%+24.3%
Q2 2019-4.2%-8.2%-21.6%
Q1 2019+3.8%+7.9%-2.7%
Q4 2018+12.0%+16.8%+17.4%
Q3 2018-9.5%-16.8%-28.9%
Q2 2018-5.4%-4.5%-10.4%
Q1 2018+3.8%+0.4%+7.0%
Q4 2017-4.2%-3.6%-14.2%
Q3 2017-5.3%-8.8%-22.8%
Q2 2017-4.7%-4.1%-8.0%
Q1 2017-2.4%-3.3%-7.3%
Q4 2016-4.7%-2.7%-2.7%
Q3 2016-0.5%-0.7%+5.5%
Q2 2016-2.9%-4.0%-4.1%
Q1 2016-1.0%
Q4 2015-1.9%
Q3 2015+3.4%
Q2 2015+0.4%
Q1 2015-1.0%
Q4 2014+1.3%
Q3 2014+3.2%
Q2 2014-2.4%
Q1 2014+1.8%
Q4 2013-3.3%
Q3 2013+5.9%
Q2 2013+5.2%
Q1 2013-5.8%
Q4 2012+3.3%
Q3 2012-4.9%
Q2 2012+1.5%
Q1 2012-0.2%
Q4 2011-1.2%
Q3 2008-3.3%
Q3 2011-3.3%
Q2 2011-0.8%
Q1 2011+1.1%
Q4 2010+1.6%
Q4 2007+1.6%
Q3 2010+3.6%
Q2 2010+1.7%
Q1 2009+4.2%
Q1 2010+4.2%
Q4 2009+0.1%
Q3 2009+0.4%
Q2 2008+3.1%
Q2 2009+3.1%
Q4 2008+3.1%

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