
General Electric (GE) reported its first-quarter 2025 earnings with adjusted earnings per share (EPS) of $1.49, surpassing the estimated $1.27 and marking a 60% year-over-year increase. The company posted revenue of $9.00 billion, slightly below the $9.05 billion estimate but reflecting an 11% year-over-year growth. GE Aerospace, a key segment, saw commercial engines and services revenue rise 14% year-over-year with margins improving by 420 basis points, while defense and propulsion technologies generated $2.32 billion in revenue. The company reaffirmed its full-year 2025 guidance with adjusted EPS expected between $5.10 and $5.45 and adjusted free cash flow projected between $6.3 billion and $6.8 billion, factoring in tariff impacts. GE Vernova, another division, reported a first-quarter EPS of $0.91, beating the $0.63 estimate, with revenue of $8.03 billion surpassing the $7.56 billion forecast. Vernova's net income was $264 million, above the estimated $186.8 million, and it anticipates a tariff impact of $300 million to $400 million for 2025. The segment reaffirmed its full-year revenue guidance between $36 billion and $37 billion and adjusted free cash flow between $2 billion and $2.5 billion. General Dynamics (GD) also reported strong first-quarter results with EPS of $3.66 and revenue of $12.2 billion, driven by a 69.4% increase in aerospace segment earnings and overall margin expansion. GE shares rose over 4% in pre-market trading following the earnings releases.




GE Vernova $GEV gains on Q1 earnings beat, reaffirms FY25 financial guidance EPS of $0.91 beat by $0.31 Revenue of $8B (+10.2% y/y) beat by $450M https://t.co/rgerfF24Vv
GE Vernova, $GEV, Q1-25. Results: 📊 EPS: $0.91 🟢 💰 Revenue: $8.0B 🟢 🔎 Strong quarter with double-digit revenue growth, margin expansion across all segments, and positive free cash flow driven by robust demand for Gas Power and grid equipment.
General Dynamics, $GD, Q1-25. Results: 📊 EPS: $3.66 🟢 💰 Revenue: $12.2B 🟢 🔎 Strong Aerospace growth powered a 69.4% jump in segment earnings, driving overall margin expansion and higher profitability.