GE Aerospace Posts Fourth Straight EPS Beat as SpaceX Volatility Tests IPO Investors

Earnings
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Summary · why it matters

GE Aerospace delivered its fourth consecutive earnings beat with adjusted EPS of $1.86 versus a $1.60 consensus and revenue of $12.39 billion, up 24.7% year-over-year, while total orders nearly doubled to $23.0 billion. The company’s $170 billion services backlog and wins from American, United, Delta, and a Ryanair materials pact covering roughly 2,000 CFM56 and LEAP engines extend its runway well into the next decade. SpaceX, which began trading June 13 at $135, spiked above $225 before retreating to $162 by July 2, with Polymarket assigning a 92% probability it holds above $120 by month-end but only 31% odds above $160. Defiance ETFs CIO Sylvia Jablonski called SpaceX a multi-platform infrastructure company with Starlink poised to exceed expectations, while The Atlantic’s James Surowiecki argued the IPO is really about funding the AI race. GE trades at 46 times trailing earnings above its $358.29 analyst target, leaving little room for a stumble, whereas SpaceX carries volatility that warrants smaller position sizing.

Impact on stocks 7

Industrials▲ · 3 stocks
Aerospace & Aviation▲ · 1 stocks
GE Aerospace
GE
▲ PositiveCapitalrelevance

GE Aerospace beat EPS estimates for the fourth straight quarter, with revenue up 24.7% and orders nearly doubling to $23.0 billion.

Space Economy▲ · 1 stocks
Robotics & Physical AI▲ · 1 stocks
Artificial Intelligence▲ · 1 stocks

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Off-coverage companies 1

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