General Electric Company (GE)
Before Buying Delta (or Any Airline), Here's a Better Stock
In this video, Motley Fool contributors Jason Hall and Tyler Crowe break down why GE Aerospace (GE 1.08%) is primed to be a much better investment than most of its customers, including airline giants like Delta Air Lines (DAL -0.26%).
GE Aerospace: Q1 Earnings, A Buy On The Dip
GE Aerospace's Q1 2025 earnings surged with a 60% rise in adjusted EPS and 11% YoY sales growth, driven by strong demand for aircraft engines. The Commercial Engines & Services division, contributing 75% of sales, saw a 35% YoY increase in operating profits, reflecting robust travel industry projections. Despite a recent stock pullback, the favorable aerospace market conditions present a buying opportunity, with potential for significant operating profit growth.
GE Aerospace a ‘sanctuary stock' in tariff tidal wave, analysts believe
GE Aerospace (NYSE:GE) has reaffirmed its 2025 outlook despite a $500 million tariff-related cost headwind, prompting analysts at Bank of America to raise their price objective on the stock to $230 from $225 and reiterate a ‘Buy' rating. Describing GE as “the sanctuary stock,” analysts wrote: “While other companies appear to be caught in a tariff tidal wave, GE's proactive tariff mitigation strategy, market positioning, and operational strength have insulated them, in our view.
General Electric Company (GE) Q1 2025 Earnings Call Transcript
General Electric Company (NYSE:GE ) Q1 2025 Earnings Conference Call April 22, 2025 7:30 AM ET Company Participants Blaire Shoor - Investor Relations Larry Culp - Chairman and Chief Executive Officer Rahul Ghai - Chief Financial Officer Conference Call Participants Douglas Harned - Bernstein Sheila Kahyaoglu - Jefferies David Strauss - Barclays Gautam Khanna - TD Cowen Ken Herbert - RBC Capital Markets Myles Walton - Wolfe Research Noah Poponak - Goldman Sachs Scott Deuschle - Deutsche Bank Seth Seifman - JPMorgan Jason Gursky - Citi Ron Epstein - Bank of America Scott Mikus - Melius Research Operator Good day, ladies and gentlemen, and welcome to the GE Aerospace First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
GE Aerospace Stock: Not A No-Brainer, Still A Buy
GE Aerospace's Q1 results showed 11% revenue growth and a 60% EPS increase, driven by strong operational performance and favorable tax and interest conditions. The company benefits from a 70% revenue share from services, providing a strong pass-through and escalation profile, and a concentrated US supply chain. Despite a $500 million tariff headwind, GE maintains its 2025 outlook, showcasing confidence in offsetting costs through efficiency measures and strategic planning.
GE Aerospace: Analysts Say New Highs Are Coming
GE Aerospace NYSE: GE, the newly streamlined version of the former General Electric, is emerging as a compelling turnaround story in 2025. Now unencumbered by its former conglomerate structure, the company is free to focus on its core strength: building airplane engines and servicing the aerospace industry.
Why GE Aerospace Stock Is Flying Higher Today
GE Aerospace (GE 4.47%) topped Wall Street's expectations for the first quarter Tuesday morning, delivering 11% year-over-year revenue growth. Investors cheered the results, sending shares up by about 5% as of 1:30 p.m.
GE Aerospace shares jump on profit beat, strong commercial demand
Shares of General Electric Co (NYSE:GE) climbed 4% on Tuesday morning after GE Aerospace posted better-than-expected first-quarter earnings, driven by strong demand for commercial engine maintenance and gains in its defense business, and reaffirmed its full-year forecast. The aerospace supplier reported adjusted earnings per share of $1.49 for the quarter ended March 31, topping analysts' average estimate of $1.27, according to LSEG data.
GE (GE) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for GE (GE) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
GE Aerospace Tops Q1 Estimates, Aims to Control Costs to Offset Tariffs
GE Aerospace (GE) shares rose in premarket trading Tuesday after the company's first-quarter results came in above expectations.
GE Aerospace Set to Post Q1 Earnings: What Lies Ahead for the Stock?
GE's first-quarter results are likely to benefit from strength across its commercial and defense end markets. High costs and expenses are likely to have been spoilsport.
GE Aerospace: Long-Term Growth, Short-Term Risk
GE Aerospace's resilience is evident as its stock declined only 7.8% compared to the S&P 500's 13.7% drop, reflecting its long-term demand and strong service margins. Risks include potential supply chain disruptions and lower GDP growth, which could impact airplane demand and, subsequently, aero engines and services. EBITDA and free cash flow estimates have seen marginal reductions, leading to a revised price target from $239 to $206.25, driven by lower industry trading multiples.
