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.

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產品與營收

產品營收佔比

營收結構 ($38.0B)

靜態數據（加載即時財務…）

Commercial Engines & Services (60%)

Defense & Propulsion Technologies (25%)

Other (Additive, Insurance) (15%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

Honeywell International

Aerospace systems and avionics

影響: Key aerospace competitor

主要客戶

Quanta Services

Turbine components manufacturing

影響: $200M+ in turbine parts

主要供應商

TransDigm Group

Aerospace aftermarket parts

影響: Key aftermarket supplier

宏觀與市場背景

산업재行業新聞

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

近期催化劑

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

AI 分析

點擊「取得 AI 分析」以獲得 GE Aerospace 的 AI 供應鏈分析。

企業資訊

總部

Evendale, Ohio, USA

成立時間

1892

員工人數

52,000+

官網

geaerospace.com

行業概況 — 산업재

行業新聞