General Electric Reports 24% Revenue Growth to $12.2 Billion in Q3 2025

General Electric Company (GE) reported significant financial growth in its third quarter of 2025, with total revenue reaching $12.2 billion, a 24% increase from $9.8 billion in the same period last year. For the nine months ending September 30, 2025, total revenue was $33.1 billion, up 19% from $27.9 billion in 2024. The increase was primarily driven by higher equipment and services revenue, which rose due to increased engine deliveries and improved pricing strategies. Equipment revenue alone surged to $3.2 billion for the quarter, up from $2.4 billion, while services revenue increased to $8.1 billion from $6.5 billion.

Net income from continuing operations for the third quarter was $2.2 billion, compared to $1.7 billion in the prior year, reflecting a 28% increase. This growth was attributed to a rise in segment profit, a decrease in restructuring charges, and improved insurance profits. The earnings per share (EPS) from continuing operations also rose to $2.04, up from $1.56 in the previous year. For the nine-month period, net income reached $6.1 billion, a 29% increase from $4.8 billion in 2024, with an EPS of $5.73 compared to $4.34.

In terms of strategic developments, GE Aerospace has made significant strides in its commercial and defense segments. The company announced several major contracts, including a deal with Qatar Airways for over 400 engines and agreements with other airlines for engine purchases. The company is also investing $1 billion in U.S. manufacturing and plans to hire 5,000 workers, reflecting its commitment to domestic production amid ongoing supply chain challenges. GE Aerospace's proprietary lean operating model, FLIGHT DECK, continues to enhance operational efficiency and cost management.

Operationally, GE Aerospace reported an installed base of approximately 49,000 commercial and 29,000 military engines, which supports its aftermarket services business, accounting for about 70% of revenue. The company’s remaining performance obligations (RPO) increased to $176.3 billion as of September 30, 2025, up from $171.6 billion at the end of 2024, indicating strong future revenue potential. The company also noted a 3% increase in its RPO for commercial engines and services, driven by contract modifications and new engine orders.

Looking ahead, GE Aerospace anticipates continued growth driven by rising demand for air travel and defense modernization efforts. The company is focused on ramping up engine deliveries and expanding its service capabilities to meet this demand. However, it also acknowledges potential challenges from macroeconomic conditions, supply chain disruptions, and inflationary pressures. GE remains committed to maintaining strong investment-grade ratings and a disciplined capital allocation strategy, aiming to return a majority of its free cash flow to shareholders through dividends and share repurchases.