GE Aerospace Q1 2025: Strong Start Amid Tariff Headwinds and Peer Competition

8 months ago

LongYield

"GE (earnings update): Q1 rev +11% to $9.9B, orders +12% to $12.3B, GAAP profit +13% to $2.2B, adj EPS +60% to $1.49 (beat $1.27). Operating margin +460bps to 23.8%. Reaffirmed 2025 guidance despite $500M tariff impact. CES driving growth with services +17%. $230 avg analyst PT (+25-30%). Bullish on $140B+ service backlog despite China concerns."

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