General Electric Co.（GE）股票——这是一门好生意吗？

General Electric Co.（GE）股票——这是一门好生意吗？ — InspectStocks

怎么赚钱

Commercial Engines & Services74%
Defense & Propulsion Technologies26%

各项收入占比是对six months ended June 30, 2026的估算，并非来自已提交报告的数字。

竞争对手

RYCEYRolls-Royce Holdings

卖什么4

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.

谁在买4

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

与同行业相比处在什么位置

三项评分，每一项都是相对我们在Aerospace and Defense覆盖的 88 家公司的百分位。刻意分开而不揉成一个总分：便宜、上涨和经营得好是三件不同的事，一个数字会把它们是哪一件藏起来。

动量

65在同行业中满分 100

高于行业内多数公司

截至一个月前的 12 个月25.1%

截至一个月前的 6 个月0.4%

最近一个月被刻意剔除：回报往往在 7 到 12 个月内延续，而最新的一个月往往反转。这描述的是股价已经走过的路，不说明它接下来会怎么走。

估值

54在同行业中满分 100

处于同行业中游

每单位价格对应的利润2.72%

每单位价格对应的现金2.55%

每单位价格对应的营收15.35%

每单位价格对应的资产5.66%

整个企业对应的经营利润9.96%

这些是收益率，所以数值越高越便宜——亏损的公司会排在最后，而不是被剔除。便宜不等于好：高收益率往往意味着股价是有原因才跌下来的。五项指标齐全。

资本配置

5/5克制

1 项检验未披露

资本回报率49.2%

股东回报率2.29%

股本数量，3 年-5.8%

净债务 / EBITDA0.25x

内部人，12 个月-US$14.1M

管理层怎么使用这笔钱——只按财报能回答的部分计分，绝不按占总数的比例计分。

六项资本配置检验

投入资金的回报投入资本回报 49.2%
债务与盈利之比净债务为经营利润的 0.25 倍
回馈给股东的现金每年 2.3% 用于回购和分红
三年间的股本数量三年间股本数量减少 5.8%
现金流对派付的覆盖自由现金流覆盖了派付的部分
内部人在公开市场的买入净卖出 US$14.1M——不计入扣分

这是对该公司在同行中所处位置的描述，不是投资建议。评分更新于 2026年9月30日。

关于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.

总部: Evendale, Ohio
成立于: 1892 (as General Electric)
员工人数: 57,000 (Q2 2026, high)
上市于: NYSE
财年结束: December 31

基于 General Electric Co. 自己向 SEC 提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

怎么赚钱

Commercial Engines & Services74%
Defense & Propulsion Technologies26%

各项收入占比是对six months ended June 30, 2026的估算，并非来自已提交报告的数字。

竞争对手

RYCEYRolls-Royce Holdings

卖什么4

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.

谁在买4

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

与同行业相比处在什么位置

动量

65在同行业中满分 100

高于行业内多数公司

截至一个月前的 12 个月25.1%

截至一个月前的 6 个月0.4%

最近一个月被刻意剔除：回报往往在 7 到 12 个月内延续，而最新的一个月往往反转。这描述的是股价已经走过的路，不说明它接下来会怎么走。

估值

54在同行业中满分 100

处于同行业中游

每单位价格对应的利润2.72%

每单位价格对应的现金2.55%

每单位价格对应的营收15.35%

每单位价格对应的资产5.66%

整个企业对应的经营利润9.96%

资本配置

5/5克制

1 项检验未披露

资本回报率49.2%

股东回报率2.29%

股本数量，3 年-5.8%

净债务 / EBITDA0.25x

内部人，12 个月-US$14.1M

管理层怎么使用这笔钱——只按财报能回答的部分计分，绝不按占总数的比例计分。

六项资本配置检验

投入资金的回报投入资本回报 49.2%
债务与盈利之比净债务为经营利润的 0.25 倍
回馈给股东的现金每年 2.3% 用于回购和分红
三年间的股本数量三年间股本数量减少 5.8%
现金流对派付的覆盖自由现金流覆盖了派付的部分
内部人在公开市场的买入净卖出 US$14.1M——不计入扣分

这是对该公司在同行中所处位置的描述，不是投资建议。评分更新于 2026年9月30日。

关于General Electric Co.

总部: Evendale, Ohio
成立于: 1892 (as General Electric)
员工人数: 57,000 (Q2 2026, high)
上市于: NYSE
财年结束: December 31

怎么赚钱

竞争对手

卖什么4

谁在买4

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

与同行业相比处在什么位置

关于General Electric Co.

怎么赚钱

竞争对手

卖什么4

谁在买4

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

与同行业相比处在什么位置

关于General Electric Co.

General Electric Co.

成长与现金——5 项中通过 5 项