GENERAL ELECTRIC (GE) Company Report

GE Aerospace’s Q4 orders surged 74% to ~$27 billion.
The company ended 2025 with a historic backlog of ~$190 billion, underpinning multi-year revenue visibility.
Q4 revenue rose ≈20% y-o-y, delivering adjusted EPS of $1.57 and expanding margins to 22.4%.
2026 guidance targets adjusted EPS of $7.10–$7.40 alongside stronger operating profit and cash-flow goals.

Jan 22, 2026, 7:43 PM

Bloomberg

GE Aerospace reports Q4 and full-year 2025 results

Earnings

Guidance Update

In Q4 2025, orders rose 74%, revenue grew 20%, EPS increased 19% to $1.57, and free cash flow grew 15%.
For FY 2025, orders increased 32%, revenue up 21%, operating profit rose by $1.8 billion, and free cash flow grew by $1.5 billion.
In 2025, the Commercial Engines & Services (CES) segment saw 35% order growth, 24% revenue growth, and profit of $8.9 billion (+26%); the Defense, Power & Technologies (DPT) segment had 19% order growth, 11% revenue growth, and profit of $1.3 billion (+22%).
Provided 2026 guidance: revenue expected to grow low double digits, operating profit $9.85 – $10.25 billion, EPS $7.10 – $7.40, and free cash flow $8 – $8.4 billion.

Jan 22, 2026, 12:30 PM

Transcript

GE Aerospace reports Q4 and full-year 2025 results

Earnings

Guidance Update

Q4 2025 results: Orders +74%, revenue +20%, operating profit $2.3 B (+14%), EPS $1.57 (+19%), free cash flow $1.8 B (+15%).
FY 2025 results: Orders +32%, revenue +21%, operating profit $9.1 B (+25%), EPS $6.37 (+38%), free cash flow $7.7 B (+24%).
Segment performance: CES Q4 orders +76%, revenue +24%, profit $2.3 B (+5%); DPT Q4 orders +61%, revenue +13%, profit $1.3 B (+5%).
2026 guidance: Revenue up low double digits, operating profit $9.85–10.25 B, EPS $7.10–7.40, free cash flow $8–8.4 B with conversion >100%.

Jan 22, 2026, 12:30 PM

Transcript

GE Aerospace reports Q4 and full‐year 2025 results

Earnings

Guidance Update

Orders up 74% in Q4 and 32% for full‐year 2025; revenue +20% Q4 and +21% FY; EPS of $1.57 in Q4 (+19%) and $6.37 FY (+38%); free cash flow of $1.8 B Q4 (+15%) and $7.7 B FY (+24%).
2026 guidance: revenue up low‐double‐digits, operating profit $9.85 B–$10.25 B, EPS $7.10–$7.40, and free cash flow $8.0 B–$8.4 B, with cash conversion >100%.
Commercial Engines & Services (CES): Q4 revenue +24% and full‐year +26%, profit of $2.3 B (+5%); Defense, Power & Propulsion (DPT): Q4 revenue +13% and full‐year profit $1.3 B (+22%).
Backlog at $190 B (up ~$20 B YoY) with 80,000 engines installed; investing ~$500 M of >$1 B MRO investment in LEAP capacity to support aftermarket growth.

Jan 22, 2026, 12:30 PM

Transcript

GE Aerospace reports Q4 2025 results

Earnings

Guidance Update

Q4’25 performance: orders up 74% y/y to $27.0 B, adjusted revenue $11.9 B (+20%), operating profit $2.3 B (+14%), adjusted EPS $1.57 (+19%), and free cash flow $1.8 B (+15%).
FY’25 highlights: adjusted revenue $42.3 B (+21%), operating profit $9.1 B (+25%), adjusted EPS $6.37 (+38%), and free cash flow $7.7 B (+24%).
Backlog expanded to approximately $190 B as the “Flight Deck” initiative accelerates services and equipment output.
FY’26 guidance: adjusted EPS of $7.10–$7.40, free cash flow of $8.0 B–$8.4 B, and operating profit of $9.85 B–$10.25 B.

Jan 22, 2026, 12:30 PM

Presentation

General Electric reports Q4 and full-year 2025 results and 2026 guidance

Earnings

Guidance Update

Q4 2025 GAAP revenue of $12.7 B (+18%), GAAP profit of $2.9 B (+24%) and continuing EPS of $2.31 (+32%).
Full-year 2025 GAAP revenue of $45.9 B (+18%), GAAP profit of $10.0 B (+31%), EPS of $8.05 (+32%) and free cash flow of $7.7 B (+24%).
Q4 2025 total orders reached $27.0 B, up 74% year-over-year.
2026 guidance: non-GAAP operating profit of $9.85–10.25 B, adjusted EPS of $7.10–7.40, and free cash flow of $8.0–8.4 B with >100% conversion.

Jan 22, 2026, 11:38 AM

8-K

Vocodia commits to acquire majority of Privacy Pal; Jason Melo named CEO

M&A

CEO Change

Management Change

Vocodia Holdings entered into a commitment letter to acquire 51% of Privacy Pal LLC, developer of the PrivacyPal AI privacy solution.
Tech veteran Jason Melo will be appointed CEO, while current CEO Brian Podolak transitions to Chief Visionary Officer to focus on long-term product innovation.
The transaction aims to integrate PrivacyPal AI’s data protection capabilities with Vocodia’s conversational AI technology for secure enterprise engagement.
Additional partner announcements related to this agreement will be released in the coming days.

Jan 7, 2026, 1:00 PM

Press Release

GE Aerospace to supply GEnx-1B engines to Saudia Group

New Projects/Investments

Saudia Group signed an agreement with GE Aerospace to equip its 2023 order of 39 Boeing 787-9 and 787-10 aircraft with GEnx-1B engines, including engine supply, a multi-year MRO program, and spare units.
The deal features capability-building initiatives through Saudia Technic to localize high-technology aviation expertise in Saudi Arabia, supporting the Saudi Vision 2030.
Since its 2011 introduction, the GEnx family has amassed over 70 million flight hours and powers two-thirds of all Boeing 787s in operation.
GE Aerospace’s collaboration with the Saudi aerospace sector spans more than 40 years, currently powering the Kingdom’s four largest carriers and the largest F110 fleet outside the U.S..

Nov 24, 2025, 3:11 PM

Press Release

GE Aerospace signs multi-year GEnx-1B engine deal with Saudia Group

New Projects/Investments

GE Aerospace will equip Saudia Group’s 2023 order of 39 Boeing 787-9 and 787-10 aircraft with GEnx-1B engines, including a multi-year maintenance, repair, and overhaul program plus spare engines.
The agreement features capability-building initiatives via Saudia Technic to localize aerospace expertise in Saudi Arabia, aligning with the Saudi Vision 2030.
The GEnx engine family, introduced in 2011, has amassed over 70 million flight hours and powers two-thirds of all 787 aircraft in service.

Nov 19, 2025, 5:11 PM

Press Release

GE Aerospace inks deal with flydubai for GEnx-1B engines

New Projects/Investments

GE Aerospace and flydubai signed an agreement for 60 GEnx-1B engines plus spares to power flydubai's first widebody fleet of 30 Boeing 787-9s.
The deal includes a long-term services support contract to underpin flydubai’s launch of long-haul operations.
The GEnx engine family has logged over 70 million flight hours with 3,900 engines in service and backlog, powering two-thirds of Boeing 787s.
The contract supports flydubai’s growth strategy, enabling expansion into long-haul markets across its 135-destination network.