How GE’s Raised Aerospace Profit Outlook and Strong Q3 Earnings Will Impact General Electric (GE) Investors

• General Electric reported third-quarter 2025 earnings, showing revenue of US$12.18 billion and net income of US$2.16 billion, both up from the previous year, and raised its full-year aerospace operating profit guidance.
• The company's strong results were supported by robust demand in its commercial aerospace segment and recent share repurchases under its ongoing buyback program.
• We'll now examine how GE's raised full-year profit guidance reshapes the investment narrative for its aerospace-focused business.

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General Electric Investment Narrative Recap

To be a GE shareholder today, you need to believe that the company's transformation into a focused aerospace powerhouse will unlock persistent profit growth, fueled by global engine demand and robust services revenue. GE's stronger earnings and raised profit guidance bolster optimism around its commercial aerospace momentum, but persistent supply chain constraints remain the biggest short-term catalyst, and the biggest risk, even as recent results demonstrated continued execution despite these headwinds. The latest numbers reinforce that the core GE aerospace thesis is intact, but significant supply chain disruptions could still quickly upend forecasts.

Among the many recent company announcements, GE's decision to raise its full-year operating profit guidance stands out as especially relevant. This move reflects improving confidence in the company’s aerospace business, likely supported by sustained demand for engine deliveries and service activity. However, maintaining this momentum will likely require continued progress in resolving supply chain challenges, something investors will want to track closely as GE navigates an industry still marked by complexity and volatility.

On the other hand, investors should also be aware that even with robust demand, persistent supply chain tightness could impact...

Read the full narrative on General Electric (it's free!)

General Electric's outlook points to $50.8 billion in revenue and $9.5 billion in earnings by 2028. This projection relies on a 6.9% annual revenue growth and a $1.9 billion increase in earnings from the current $7.6 billion.

Uncover how General Electric's forecasts yield a $327.29 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members put GE’s fair value between US$190 and US$343.57, with 13 individual perspectives offering a wide view. Amid this divergence, supply chain risks remain a key factor shaping GE’s ability to deliver on heightened expectations, consider exploring contrasting viewpoints before deciding where you stand.

Explore 13 other fair value estimates on General Electric - why the stock might be worth as much as 11% more than the current price!

Build Your Own General Electric Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your General Electric research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free General Electric research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate General Electric's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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