GE Aerospace reported a strong first quarter, with revenue climbing 25% to $12.39 billion as orders surged 87% to $23 billion. The company benefited from robust air travel demand and increased military spending. Net income from continuing operations reached $1.93 billion, or $1.83 per share, compared with $1.97 billion the prior year.

Adjusted earnings came in at $1.86 per share, beating analyst expectations of $1.60 per share polled by FactSet. The commercial engines and services segment delivered particularly strong performance, with adjusted revenue jumping 34%. Despite the momentum, GE Aerospace maintained its prior guidance for the year, though executives indicated the company is trending toward the high end of its projected range.

The surge in orders reflects airlines and governments locking in engine capacity amid ongoing supply chain constraints. GE Aerospace's commercial engine business, a key profit driver, showed particular strength. The company now enters the year with a substantial backlog that should support continued growth as it works through the record demand.

With commercial air travel volumes remaining elevated and defense budgets expanding globally, GE Aerospace appears well-positioned to convert its order momentum into sustained profitability. The strong first-quarter results demonstrate operational execution despite lingering supply chain challenges.