Key Takeaways:
- GE Aerospace (GE) reported a robust second quarter, significantly beating analyst expectations for both adjusted revenue and earnings per share, and subsequently raising its full-year 2025 and 2028 profit guidance.
- U.S. Bancorp (USB) delivered a mixed Q2 performance, with overall profit exceeding estimates, but key banking metrics such as Net Interest Income (NII), total average loans, average deposits, and Net Interest Margin (NIM) falling short of projections.
- GE Aerospace's strong results were driven by adjusted revenue of $10.158 billion and adjusted EPS of $1.66, both comfortably surpassing estimates.
- Despite missing on several core metrics, U.S. Bancorp's Q2 profit rose to $1.11 per share, beating the Street's estimate of $1.07. The bank also reaffirmed its full-year total net revenue growth outlook.
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GE Aerospace (GE) announced a strong second quarter for 2025, with adjusted revenue reaching $10.158 billion, significantly exceeding the estimated $9.59 billion. The aerospace giant also reported adjusted earnings per share (EPS) of $1.66, comfortably beating the analyst consensus of $1.43. This impressive performance led the company to raise its full-year 2025 adjusted EPS guidance to between $5.60 and $5.80, up from the previous range of $5.10 to $5.45.
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In contrast, U.S. Bancorp (USB) presented a more nuanced second-quarter earnings report. While the bank's overall profit for Q2 increased to $1.11 per share, surpassing analyst estimates of $1.07 per share, several core banking metrics fell below expectations. Net Interest Income (FTE) came in at $4.08 billion, missing the estimated $4.13 billion. Similarly, total average loans were $378.53 billion against an estimate of $382.02 billion, and total average deposits were $502.89 billion compared to the estimated $509 billion.
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GE Aerospace further boosted its financial outlook, increasing its full-year 2025 adjusted operating profit guidance to a range of $8.2 billion to $8.58 billion, up from the prior $7.8 billion to $8.2 billion. Looking further ahead, the company also raised its 2028 adjusted operating profit goal to approximately $11.5 billion, signaling strong long-term confidence in its operational efficiency and market position.
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U.S. Bancorp's Net Interest Margin (NIM) for the quarter was 2.66%, lower than the estimated 2.72%. Despite these specific misses, the bank maintained its full-year guidance, projecting total net revenue to be up 3% to 5%. This suggests that while some areas faced headwinds, the company expects other revenue streams or cost management to compensate, maintaining its broader financial targets.
Ed Liston is a senior contributing editor at TheStockMarketWatch.com. An active market watcher and investor, Ed guides an independent team of experienced analysts and writes for multiple stock trader publications.