[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LongYield [@LongYield](/creator/twitter/LongYield) on x 4479 followers Created: 2025-07-18 12:15:49 UTC $GE General Electric Company Earnings Call Key Highlights: (1/2) ✈️ Safety and Operational Excellence GE Aerospace reaffirmed its commitment to safety, emphasizing its FAA-accepted Safety Management System (SMS), developed a decade before regulatory mandates. The FLIGHT DECK lean operating model enhances safety, quality, delivery, and cost metrics, now incorporating AI tools to improve inspection accuracy and detect potential threats earlier. Enhanced part-level inspections, standardized safety investigation processes, and AI-enabled blade inspection tools are reducing inspection times by up to 50%. GE Aerospace publicly addressed the Air India Flight XXX tragedy, noting ongoing support to customers and regulators. 🌍 Franchise Strength and Market Position GE Aerospace operates the largest engine fleet globally, with over XXXXXX engines in service, benefiting from balanced exposure across commercial and defense sectors. CES (Commercial Engines & Services) comprises over XXXXXX engines, generating $27B in 2024 revenue (+13%), with XX% of total revenue recurring from services. DPT (Defense & Propulsion Technologies) includes XXXXXX engines, with 2024 revenue up X% to $10B and double-digit profit growth, largely driven by U.S. contracts. Services now account for XX% of CES revenue and more than XX% of DPT revenue, enabling long-term resilience and recurring profitability. 📊 Macroeconomic Outlook and Demand Trends Q2 departures rose ~4%, with full-year 2025 growth expected in the low single digits due to conservative second-half assumptions. Strong commercial services backlog now exceeds $140B, and robust global air traffic growth, especially in Asia Pacific and the Middle East, supports sustained demand. Defense outlook remains positive with a $1B U.S. funding increase for sixth-gen aircraft and expected international acceleration due to geopolitical factors. Overall, GE expects the market to grow at a mid-single-digit CAGR through 2028, reinforcing confidence in long-term trajectory. 🛠️ Supply Chain and Capacity Expansion FLIGHT DECK and a newly created technology and operations team are driving improved transparency, supplier stability, and demand forecasting. Material input at key supplier sites increased XX% sequentially, with >95% of committed volumes delivered, significantly improving engine output. GE plans to invest $1B+ across U.S. factories and MRO facilities, grow internal and external capacity by 40%, and continue onboarding third-party MRO partners. Key performance gains include CFM56 turnaround times at Celma (Brazil) dropping below XX days and significant improvements in GEnx service output. 💰 Q2 2025 Financial Performance Revenue rose XX% YoY to over $10B, driven by XX% growth in CES and X% in DPT; orders increased 27%. Operating profit was $2.3B, up 23%, with CES contributing $2.2B at a margin of 27.9%; free cash flow doubled YoY to $2.1B. EPS grew XX% YoY to $XXXX due to profit growth, favorable tax rate, and lower interest and share count. Strong internal shop visit growth and aftermarket demand supported high spare parts and shop visit revenue increases. 📈 Raised 2025 and 2028 Outlooks For 2025, revenue guidance raised to mid-teens growth; CES revenue expected to rise high teens, with LEAP deliveries up 15–20%. Operating profit now guided at $8.2B–$8.5B (up $350M from April); EPS revised to $5.60–$5.80, with FCF guided at $6.5B–$6.9B. For 2028, GE forecasts $11.5B in operating profit, EPS of ~$8.40, and $8.5B+ in FCF; represents a $1.5B increase over prior outlooks. Profit growth will be driven by CES services expansion (+$8B revenue), improving DPT mix, pricing power, and X% annual productivity gains. 📦 Backlog and Commercial Successes Backlog at record highs with 1,600+ commercial and defense engines in queue; effectively sold out through decade-end. Notable wins include Qatar Airways’ order for 400+ GEnx/GE9X engines and British Airways’ order for XX Boeing 787s powered by GEnx. In defense, the U.S. Air Force awarded a $5B contract for F110 engines; international demand remains strong. These contracts underpin 2028 growth outlook and support elevated operating and cash flow performance.  XXX engagements  **Related Topics** [coins ai](/topic/coins-ai) [quarterly earnings](/topic/quarterly-earnings) [$ge](/topic/$ge) [ge healthcare](/topic/ge-healthcare) [stocks healthcare](/topic/stocks-healthcare) [stocks industrials](/topic/stocks-industrials) [stocks defense](/topic/stocks-defense) [Post Link](https://x.com/LongYield/status/1946182117714538740)
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LongYield @LongYield on x 4479 followers
Created: 2025-07-18 12:15:49 UTC
$GE General Electric Company Earnings Call Key Highlights: (1/2)
✈️ Safety and Operational Excellence
GE Aerospace reaffirmed its commitment to safety, emphasizing its FAA-accepted Safety Management System (SMS), developed a decade before regulatory mandates.
The FLIGHT DECK lean operating model enhances safety, quality, delivery, and cost metrics, now incorporating AI tools to improve inspection accuracy and detect potential threats earlier.
Enhanced part-level inspections, standardized safety investigation processes, and AI-enabled blade inspection tools are reducing inspection times by up to 50%.
GE Aerospace publicly addressed the Air India Flight XXX tragedy, noting ongoing support to customers and regulators.
🌍 Franchise Strength and Market Position
GE Aerospace operates the largest engine fleet globally, with over XXXXXX engines in service, benefiting from balanced exposure across commercial and defense sectors.
CES (Commercial Engines & Services) comprises over XXXXXX engines, generating $27B in 2024 revenue (+13%), with XX% of total revenue recurring from services.
DPT (Defense & Propulsion Technologies) includes XXXXXX engines, with 2024 revenue up X% to $10B and double-digit profit growth, largely driven by U.S. contracts.
Services now account for XX% of CES revenue and more than XX% of DPT revenue, enabling long-term resilience and recurring profitability.
📊 Macroeconomic Outlook and Demand Trends
Q2 departures rose ~4%, with full-year 2025 growth expected in the low single digits due to conservative second-half assumptions.
Strong commercial services backlog now exceeds $140B, and robust global air traffic growth, especially in Asia Pacific and the Middle East, supports sustained demand.
Defense outlook remains positive with a $1B U.S. funding increase for sixth-gen aircraft and expected international acceleration due to geopolitical factors.
Overall, GE expects the market to grow at a mid-single-digit CAGR through 2028, reinforcing confidence in long-term trajectory.
🛠️ Supply Chain and Capacity Expansion
FLIGHT DECK and a newly created technology and operations team are driving improved transparency, supplier stability, and demand forecasting.
Material input at key supplier sites increased XX% sequentially, with >95% of committed volumes delivered, significantly improving engine output.
GE plans to invest $1B+ across U.S. factories and MRO facilities, grow internal and external capacity by 40%, and continue onboarding third-party MRO partners.
Key performance gains include CFM56 turnaround times at Celma (Brazil) dropping below XX days and significant improvements in GEnx service output.
💰 Q2 2025 Financial Performance
Revenue rose XX% YoY to over $10B, driven by XX% growth in CES and X% in DPT; orders increased 27%.
Operating profit was $2.3B, up 23%, with CES contributing $2.2B at a margin of 27.9%; free cash flow doubled YoY to $2.1B.
EPS grew XX% YoY to $XXXX due to profit growth, favorable tax rate, and lower interest and share count.
Strong internal shop visit growth and aftermarket demand supported high spare parts and shop visit revenue increases.
📈 Raised 2025 and 2028 Outlooks
For 2025, revenue guidance raised to mid-teens growth; CES revenue expected to rise high teens, with LEAP deliveries up 15–20%.
Operating profit now guided at $8.2B–$8.5B (up $350M from April); EPS revised to $5.60–$5.80, with FCF guided at $6.5B–$6.9B.
For 2028, GE forecasts $11.5B in operating profit, EPS of ~$8.40, and $8.5B+ in FCF; represents a $1.5B increase over prior outlooks.
Profit growth will be driven by CES services expansion (+$8B revenue), improving DPT mix, pricing power, and X% annual productivity gains.
📦 Backlog and Commercial Successes
Backlog at record highs with 1,600+ commercial and defense engines in queue; effectively sold out through decade-end.
Notable wins include Qatar Airways’ order for 400+ GEnx/GE9X engines and British Airways’ order for XX Boeing 787s powered by GEnx.
In defense, the U.S. Air Force awarded a $5B contract for F110 engines; international demand remains strong.
These contracts underpin 2028 growth outlook and support elevated operating and cash flow performance.
XXX engagements
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