GE Aerospace reported strong second-quarter 2025 earnings, surpassing analyst estimates with adjusted EPS of $1.66 versus $1.43 expected and adjusted revenue of $10.15 billion compared to $9.59 billion projected. The company raised its full-year 2025 adjusted EPS guidance to a range of $5.60 to $5.80, slightly above prior forecasts, and boosted its 2028 adjusted operating profit target to about $11.5 billion. GE Aerospace also highlighted robust commercial services growth, improved supply chain performance, and a continued focus on safety. Meanwhile, Lockheed Martin posted a challenging second quarter with net sales of $18.16 billion falling short of the $18.53 billion estimate and operating profit of $748 million significantly below the $2.15 billion expected. Its GAAP EPS declined sharply to $1.46 from $6.85 year-over-year, primarily due to $1.6 billion in pre-tax losses related to aeronautics and rotary-wing programs. Lockheed Martin reaffirmed its full-year 2025 guidance but lowered its EPS outlook to $21.70–$22.00 from $27.00–$27.30. General Dynamics exceeded expectations with Q2 EPS of $3.74 and revenue of $13.04 billion, driven by strong marine and aerospace order activity that lifted its backlog to $103.7 billion, maintaining a 2.2x book-to-bill ratio. GE Vernova also beat estimates with Q2 revenue of $9.11 billion and EPS of $1.86, raising its full-year guidance for revenue, adjusted EBITDA margin, and free cash flow amid growth in power and electrification segments. Amphenol reported Q2 net sales of $5.65 billion and adjusted EPS of $0.81, both above estimates, with a positive sales outlook for Q3.