GE Aerospace Stock: Not A No-Brainer, Still A Buy

  • GE Aerospace's Q1 results showed 11% revenue growth and a 60% EPS increase, driven by strong operational performance and favorable tax and interest conditions. The company benefits from a 70% revenue share from services, providing a strong pass-through and escalation profile, and a concentrated US supply chain. Despite a $500 million tariff headwind, GE maintains its 2025 outlook, showcasing confidence in offsetting costs through efficiency measures and strategic planning.