GE Aerospace (GE) posted strong fourth-quarter results, beating expectations for both revenue and adjusted earnings.
Jason Gursky, Citi's managing director and chief analyst for aerospace and defense, suggests that GE Aerospace's positive report, along with improving supply chains, provides a favorable 2025 outlook for other aerospace companies such as Boeing (BA) and Transdigm (TDG).
“As we think about the ripple effect to other aerospace and defense companies, it's all quite constructive here,” Gursky explains. “Traffic growth is going well, orders are going well and the supply chain is improving.”
Looking ahead, Gursky discusses how the Department of Government Efficiency (DOGE) will impact the defense sector, and expects U.S. defense spending to grow at a low, single-digit pace, with a greater emphasis on military modernization.
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This post was written by Josh Lynch
