GE Aerospace's strong 4Q24 earnings and robust demand in the aviation industry suggest a promising 2025, with anticipated double-digit profit growth. Pro-business policies under the Trump Administration and solid U.S. economic growth could further bolster GE Aerospace's financial performance. The company forecasts $6.3-6.8 billion in free cash flow and $6.37 per share in profits for 2025, reflecting an 18% YoY increase.
There are plenty of metrics that GE Aerospace (GE -0.97%) investors should keep an eye on in 2025, but the key one is the operating margin for its commercial engines and services (CES) segment.
The recent fourth-quarter 2024 earnings report from GE Aerospace (GE -0.97%) blew away expectations. Still, if you are thinking of buying or continuing to hold the stock, you are probably thinking about what the company will look like in a year, at least as much as now.
A lot has changed at General Electric, or what remains of the company, which is now known as GE Aerospace (GE 3.25%). In fact, 2024 was its first year after a dramatic company overhaul.
GE Aerospace (NYSE: GE) recently reported its Q4 results, with revenues and earnings well ahead of the street estimates. The company reported revenue of $9.9 billion and adjusted earnings of $1.32 per share, compared to the consensus estimates of $9.5 billion and $1.04, respectively.
Able to crush Q4 earnings expectations last Thursday, let's see if it's time to buy GE Aerospace (GE) stock for more upside.
Upgraded GE Aerospace to 'Strong Buy' with a fair value of $250 per share due to robust order growth and strong FY25 guidance. Significant investments in the LEAP engine program and MRO facilities are key drivers of sustained growth in commercial engines and defense markets. FY25 revenue projected to grow by 12.5%, driven by Commercial Engines & Services and Defense & Propulsion Technologies segments.
GE Aerospace stock surged 6.6% to over $200, surpassing the $184 price target with a 21.1% return, far outpacing the S&P 500. Q4 earnings showed 16% revenue growth, 49% operating profit increase, and doubled EPS, with strong free cash flow and order growth. GE Aerospace guides for low double-digit growth in 2025, with significant increases in CES and DPT segments, and plans for stock repurchases and dividend hikes.
General Electric Company (NYSE:GE ) Q4 2024 Results Conference Call January 23, 2025 7:30 AM ET Company Participants Blaire Shoor - Head of Investor Relations Larry Culp - Chairman and Chief Executive Officer Rahul Ghai - Chief Financial Officer Conference Call Participants Scott Deuschle - Deutsche Bank Myles Walton - Wolfe Research Ron Epstein - Bank of America Sheila Kahyaoglu - Jefferies Doug Harned - Bernstein Robert Stallard - Vertical Research Seth Seifman - JPMorgan David Strauss - Barclays Jason Gursky - Citi Gavin Parsons - UBS Robert Spingarn - Melius Research Operator Good day, ladies and gentlemen, and welcome to the GE Aerospace Fourth Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
GE Aerospace (GE) shares are likely to remain in focus after surging Thursday following better-than-expected fourth quarter results and an upbeat revenue outlook from the company.
Goldman Sachs analyst Noah Poponak expressed views on GE Aerospace‘s GE fourth-quarter FY24 results.
GE's fourth-quarter 2024 results reflect a 14% y/y increase in revenues, driven by the solid performances of its segments.