GE Aerospace shares jumped 2.2% after the company reported fourth-quarter results that beat analyst expectations. Adjusted earnings per share reached $1.57 against estimates of $1.43, while revenue hit $11.87 billion, surpassing the $11.2 billion consensus. The performance marked a 19% increase in EPS and 20% revenue growth year-over-year.

For the full year 2025, the aerospace giant delivered adjusted EPS of $6.37, up 38%, and revenue of $42.3 billion, a 21% increase. Free cash flow grew 24% to $7.7 billion, with conversion exceeding 100%. CEO H. Lawrence Culp, Jr. credited the company's FLIGHT DECK operating system for accelerating services and equipment output to fulfill a roughly $190 billion backlog.

The positive momentum continued with fourth-quarter orders surging 74% to $27 billion. Looking ahead, management issued fiscal year 2026 EPS guidance of $7.10-$7.40, with the midpoint above analyst consensus. The company cited strength in both commercial and defense segments, with commercial engine deliveries up 25% in 2025 and defense deliveries rising 30%.