GE Aerospace

GEleader

GE Aerospace (formerly General Electric's aviation division) is the world's largest jet engine manufacturer. Following the spin-offs of GE HealthCare and GE Vernova, it is now a pure-play aerospace company.

⇄ Compare

产品与营收

产品营收占比

营收构成 ($38.0B)

静态数据（加载实时财务…）

Commercial Engines & Services (60%)

Defense & Propulsion Technologies (25%)

Other (Additive, Insurance) (15%)

业务板块构成与主要客户

产品详情

Commercial Engines & Services60%

LEAP and GE9X turbofan engines and aftermarket services for commercial aircraft

Defense & Propulsion25%

Military jet engines, turboprops, and helicopter propulsion systems

Additive & Materials15%

3D printing for aerospace parts and advanced ceramic matrix composites

供应链关系

竞争对手

Honeywell International

Aerospace systems and avionics

影响: Key aerospace competitor

主要客户

Quanta Services

Turbine components manufacturing

影响: $200M+ in turbine parts

主要供应商

TransDigm Group

Aerospace aftermarket parts

影响: Key aftermarket supplier

宏观与市场背景

산업재行业新闻

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

近期催化剂

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

AI 分析

点击「获取 AI 分析」以获得 GE Aerospace 的 AI 供应链分析。

企业信息

总部

Evendale, Ohio, USA

成立时间

1892

员工人数

52,000+

官网

geaerospace.com

行业概况 — 산업재

行业新闻