GE Aerospace Set to Report Q4 Earnings: Is a Beat in the Offing?

GE Aerospace GE is scheduled to release fourth-quarter 2025 results on Jan. 22, before market open.The Zacks Consensus Estimate for GE’s fourth-quarter revenues is pegged at $11.26 billion, indicating growth of 14% from the prior-year quarter’s figure. The consensus mark for earnings is pinned at $1.42 per share, which has increased 1.4% in the past 60 days. The figure indicates growth of 7.6% from the year-ago quarter's figure.The company delivered better-than-expected results in each of the trailing four quarters, the earnings surprise being 19.1% on average. In the last reported quarter, its earnings of $1.66 per share beat the consensus estimate of $1.46 by 13.7%.Let’s see how things have shaped up for GE Aerospace this earnings season.Factors Likely to Have Shaped GE’s Quarterly PerformanceHigher utilization of GE’s engine platforms across commercial and defense end markets, supported by its robust installed base, is anticipated to drive results in the fourth quarter. Solid demand for LEAP, GEnx & GE9X engines and related services, supported by growth in air traffic, fleet renewal and expansion activities, is likely to have benefited the Commercial Engines & Services business. The consensus estimate for the segment’s fourth-quarter revenues is pinned at $9.09 billion, indicating 18.8% growth on a year-over-year basis.Growing popularity for the company’s propulsion & additive technologies, critical aircraft systems and aftermarket services in the defense sector is anticipated to augment the results of Defense & Propulsion Technologies business. Robust U.S. & international defense budgets, heightened geopolitical tensions and positive airline & airframer dynamics are anticipated to have been favorable for the segment. The consensus mark for the segment’s revenues is pegged at $2.73 billion, indicating an 8% year-over-year increase.GE Aerospace has been making significant investments to expand and upgrade manufacturing facilities in the United States and overseas. These investments are likely to have enabled the company to boost its operational capacities and cater to the increasing demand from its commercial and defense customers. This, along with its focus on operational execution, robust backlog level and aim to generate healthy free cash flow, is expected to boost its results.However, over time GE has been incurring high costs and operating expenses across certain projects, which are likely to have weighed on its performance. Also, supply-chain challenges and labor shortages, especially in the aerospace and defense markets, are likely to affect GE’s results in the fourth quarter.GE Aerospace Price and EPS Surprise GE Aerospace price-eps-surprise | GE Aerospace QuoteEarnings WhispersOur proven model predicts an earnings beat for GE this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as elaborated below.Earnings ESP: GE has an Earnings ESP of +1.98% as the Most Accurate Estimate is pegged at $1.45 per share, which is higher than the Zacks Consensus Estimate of $1.42. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.Zacks Rank: GE currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.Other Stocks to ConsiderHere are some other companies, which according to our model, have the right combination of elements to beat on earnings in this reporting cycle.Astronics Corporation ATRO has an Earnings ESP of +4.12% and a Zacks Rank of 1 at present. The company is scheduled to release fourth-quarter 2025 results on March 3.ATRO’s earnings surpassed the Zacks Consensus Estimate in each of the preceding four quarters, the average surprise being 59.1%.The Boeing Company BA has an Earnings ESP of +20.26% and a Zacks Rank of 3 at present. The company is slated to release fourth-quarter 2025 results on Jan. 27.Boeing’s earnings surpassed the Zacks Consensus Estimate twice in the trailing four quarters and missed in the other two, the average surprise being negative 22.40%.Transdigm Group TDG has an Earnings ESP of +4.12% and a Zacks Rank of 3 at present. The company is slated to release fourth-quarter 2025 results on Feb. 3.Transdigm’s earnings surpassed the Zacks Consensus Estimate thrice and missed once in the trailing four quarters, the average surprise being 2.8%.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The Boeing Company (BA): Free Stock Analysis Report GE Aerospace (GE): Free Stock Analysis Report Transdigm Group Incorporated (TDG): Free Stock Analysis Report Astronics Corporation (ATRO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks