Акции General Electric Co. (GE) — это хороший бизнес?

Акции General Electric Co. (GE) — это хороший бизнес? — InspectStocks

На чём зарабатывает

Commercial Engines & Services74 %
Defense & Propulsion Technologies26 %

Доли выручки — это оценки за six months ended June 30, 2026, а не цифры из поданной отчётности.

Конкурирует с

RTXPratt & Whitney, a division of RTX
A
Размер
267,7B $
Маржа
8,8 %
RYCEYRolls-Royce Holdings
HONHoneywell International
F
Размер
70,9B $
Маржа
21,0 %

Что продаёт4

Commercial aircraft engines
Engines including LEAP, GEnx, GE90, and GE9X, used on passenger aircraft. GE sells engines for new aircraft and supports them in service.
Commercial engine services
Engine inspections, repairs, overhauls, replacement parts, and long-term service agreements for airlines and other engine operators.
Military aircraft engines
Engines including the F110, T408, F404, and CT7, used in military aircraft and helicopter programs.
Next-generation propulsion technologies
Developing engine and propulsion systems, including the XA102 adaptive-cycle engine and hybrid-electric flight technology.

Кто покупает4

Airlines buy engines for new aircraft and pay for engine maintenance, repairs, overhauls, spare parts, and long-term service agreements; examples named in the filings and call include United Airlines, Delta Air Lines, American Airlines, Copa Airlines, and Ryanair.
Aircraft manufacturers incorporate engines into aircraft they build; GE discusses engines used on Boeing and Airbus aircraft.
Government defense departments and military organizations buy engines, equipment, and support through procurement contracts; examples include the U.S. Navy and Marine Corps and the U.K. Ministry of Defence.
Aircraft and engine maintenance, repair, and overhaul providers perform work on GE engines through GE’s service network.

На чём держится и что может это сломать

От чего зависит бизнес

1Engine and spare-parts production and service work depend on suppliers delivering materials and components; the company says material availability has disrupted production and customer deliveries.
2Demand for commercial engines and services depends in part on air travel, freight activity, airline finances, and aircraft use.
3A large share of Defense & Systems revenue depends on funding through the U.S. defense budget or equivalent international budgets.
4Service revenue depends on engines already in operation returning for maintenance and on the availability of GE and partner maintenance facilities.

Что может пойти не так

1Material shortages or supplier constraints can delay engine production, spare-parts shipments, and customer service work.
2Safety, quality, or durability problems with GE engines or products integrated with them could lead to added repair costs, aircraft downtime, and legal or reputational consequences; the company has discussed durability work on LEAP engines.
3Lower air travel or airline financial pressure could reduce engine use, shop visits, spare-parts demand, or customers’ ability to pay, while changes in government defense funding could affect military demand.

Полная финансовая отчётность →

О компании General Electric Co.

GE Aerospace makes engines for commercial airliners and military aircraft, along with other propulsion equipment. It also earns revenue by maintaining and repairing engines and selling spare parts. Its installed base is about 80,000 commercial and military engines (June 30, 2026, high), which supports this ongoing service work.

Штаб-квартира: Evendale, Ohio
Год основания: 1892 (as General Electric)
Сотрудников: 57,000 (Q2 2026, high)
Торгуется на: NYSE
Конец финансового года: December 31

Построено по собственной отчётности General Electric Co., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

Keep exploring

The themes General Electric is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Aerospace and Defense

Graded A or B and worth $2B or more: A first, then the largest.

All 73 graded companies in its industry

Grade rose recently in Industrials

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

На чём зарабатывает

Commercial Engines & Services74 %
Defense & Propulsion Technologies26 %

Доли выручки — это оценки за six months ended June 30, 2026, а не цифры из поданной отчётности.

Конкурирует с

RTXPratt & Whitney, a division of RTX
A
Размер
267,7B $
Маржа
8,8 %
RYCEYRolls-Royce Holdings
HONHoneywell International
F
Размер
70,9B $
Маржа
21,0 %

Что продаёт4

Commercial aircraft engines
Engines including LEAP, GEnx, GE90, and GE9X, used on passenger aircraft. GE sells engines for new aircraft and supports them in service.
Commercial engine services
Engine inspections, repairs, overhauls, replacement parts, and long-term service agreements for airlines and other engine operators.
Military aircraft engines
Engines including the F110, T408, F404, and CT7, used in military aircraft and helicopter programs.
Next-generation propulsion technologies
Developing engine and propulsion systems, including the XA102 adaptive-cycle engine and hybrid-electric flight technology.

Кто покупает4

Airlines buy engines for new aircraft and pay for engine maintenance, repairs, overhauls, spare parts, and long-term service agreements; examples named in the filings and call include United Airlines, Delta Air Lines, American Airlines, Copa Airlines, and Ryanair.
Aircraft manufacturers incorporate engines into aircraft they build; GE discusses engines used on Boeing and Airbus aircraft.
Government defense departments and military organizations buy engines, equipment, and support through procurement contracts; examples include the U.S. Navy and Marine Corps and the U.K. Ministry of Defence.
Aircraft and engine maintenance, repair, and overhaul providers perform work on GE engines through GE’s service network.