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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($38.0B)

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Commercial Engines & Services (60%)

Defense & Propulsion Technologies (25%)

Other (Additive, Insurance) (15%)

Segment Breakdown & Key Customers

Product Details

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

Supply Chain Relationships

Competitors

Honeywell International

Aerospace systems and avionics

Impact: Key aerospace competitor

Key Customers

Quanta Services

Turbine components manufacturing

Impact: $200M+ in turbine parts

Key Suppliers

TransDigm Group

Aerospace aftermarket parts

Impact: Key aftermarket supplier

Macro & Market Context

산업재Sector News

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

Upcoming Catalysts

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

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AI Analysis

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Company Info

Headquarters

Evendale, Ohio, USA

Founded

1892

Employees

52,000+

Website

geaerospace.com

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