General Electric Reports 21% Revenue Growth in Q2 2025, Driven by Aerospace Segment

General Electric Company (GE) reported significant financial growth in its second quarter of 2025, with total revenue reaching $11.0 billion, a 21% increase from $9.1 billion in the same period last year. For the first half of 2025, revenue totaled $21.0 billion, up 16% from $18.0 billion in the first half of 2024. The increase in revenue was primarily driven by a rise in equipment and services revenue, which saw respective increases of 30% and 49% year-over-year. Net income from continuing operations for the second quarter was $2.0 billion, or $1.87 per share, compared to $1.3 billion, or $1.20 per share, in the prior year. For the first half, net income was $4.0 billion, or $3.70 per share, up from $3.1 billion, or $2.78 per share, in 2024.

The company experienced notable operational developments, including a 30% increase in revenue from its Commercial Engines & Services segment, which benefited from higher spare parts and internal shop visit revenue, as well as increased engine deliveries. GE Aerospace's installed base now includes approximately 49,000 commercial and 29,000 military engines, with aftermarket services contributing about 70% of total revenue. The company also reported a backlog of orders, with remaining performance obligations (RPO) increasing to $174.4 billion as of June 30, 2025, reflecting strong demand for both equipment and services.

Strategically, GE Aerospace has focused on enhancing its manufacturing capabilities and supply chain resilience, investing $1 billion in U.S. manufacturing and planning to hire 5,000 workers. The company has also entered into significant contracts with major airlines, including Qatar Airways and International Airlines Group, for engine purchases. Additionally, GE Aerospace is advancing its technology initiatives, such as the CFM International's RISE program, which aims to develop next-generation propulsion systems compatible with alternative fuels.

Despite the positive financial performance, GE Aerospace acknowledged ongoing challenges related to supply chain disruptions and inflationary pressures, which have impacted production and delivery timelines. The company is actively working with suppliers to mitigate these issues and has implemented pricing adjustments to offset rising costs. Looking ahead, GE Aerospace anticipates continued growth driven by increasing demand for air travel and defense spending, although it remains cautious about potential macroeconomic uncertainties that could affect its operations.