FARNBOROUGH, England, July 22, 2024 /PRNewswire/ -- GE Aerospace (NYSE: GE) announced today that International Airlines Group (IAG) has committed to purchasing GEnx engines to power six new 787 Dreamliners for British Airways – the first introduction of this engine into their fleet."British Airways was the launch customer for the highly successful GE90 engine. Bringing the GEnx into their 787 fleet represents another important milestone in our relationship," said Russell Stokes, President and CEO, Commercia ...

FARNBOROUGH, England, July 22, 2024 /PRNewswire/ -- Following Japan Airlines' agreement with Boeing for up to 20 787-9 Dreamliner aircraft, GE Aerospace (NYSE: GE) today announced an order from the airline for GEnx-1B engines to power the new aircraft.   "GE Aerospace and Japan Airlines have a long and enduring relationship that stretches back decades, including being the launch customer for the GEnx engine," said Russell Stokes, President and CEO, Commercial Engines and Services, GE Aerospace. "We're honor ...

Agreement covers development and production of small affordable engines for possible use in unmanned aerial systems, collaborative combat aircraft, and similar applicationsFARNBOROUGH, England, July 22, 2024 /PRNewswire/ -- GE Aerospace (NYSE:GE) and Kratos Turbine Technologies, a division of Kratos Defense & Security Solutions, Inc., signed a Memorandum of Understanding to partner on the development and production of small affordable engines that could potentially power unmanned aerial systems (UAS), colla ...

文章核心观点 - GE航空与橡树岭国家实验室签署合作协议,共同开发新的先进计算建模和模拟能力 [1][2][3] - 利用世界上最快的超级计算机"Frontier"来模拟全尺度开放式风扇发动机设计,加速发动机设计和测试 [4][6][7][9] - 这有助于GE航空更好地理解开放式风扇发动机的气动和声学特性,优化发动机性能和机身集成 [9] - GE航空计划在2024年增加900名工程师,持续专注于创新以支持当前的飞机发动机项目并开发未来飞行的新技术 [10] 根据目录分别总结 合作协议 - GE航空与橡树岭国家实验室签署合作协议,共同开发新的先进计算建模和模拟能力 [1][2][3] - 橡树岭国家实验室拥有世界上最快的超级计算机"Frontier",以及顶尖的计算机和计算科学专家 [4][5] 开放式风扇发动机设计 - GE航空利用"Frontier"超级计算机模拟全尺度开放式风扇发动机设计,分析不同工作条件下的气动特性和声学特征 [6][7][9] - 这有助于GE航空更好地理解开放式风扇发动机的性能,优化发动机设计和机身集成 [9] 未来发展 - GE航空计划在2024年增加900名工程师,持续专注于创新以支持当前的飞机发动机项目并开发未来飞行的新技术 [10] - GE航空和赛峰航空发动机公司共同推出了"RISE"计划,旨在开发包括开放式风扇在内的一系列技术,以实现未来发动机至少20%的燃油消耗和二氧化碳排放降低 [8][9]

文章核心观点 - 公司预计将受益于商用和防务市场引擎平台装机量增加和使用率提高 [3] - 公司商用引擎和服务业务表现良好,得益于航空客运量增长、机队更新和扩张活动 [3] - 公司在商用航空市场获得了LEAP、GEnx和GE9X引擎、关键航空系统和售后服务的强劲订单 [4] - 公司防务和推进技术业务收入增长,受益于美国和国际防务预算上升 [4] - 公司持续投资扩大和升级美国及海外制造设施,提升产能和交付能力 [5] - 公司完成Vernova业务分拆,有利于聚焦核心航空业务并提升财务灵活性 [6] 财务和运营表现 - 公司二季度总收入预计为83.8亿美元,同比下降47.2% [8] - 公司二季度每股收益预计为0.98美元,同比增长44.1% [8] - 公司持续面临运营成本和费用上升,以及供应链挑战的压力 [7]

文章核心观点 - 公司的航空发动机业务前景良好,主导地位明显 [1] - 公司经营业绩表现出色,利润率有望提升 [2][3] - 公司航空发动机业务分为商用发动机和服务(CES)以及国防推进技术(DPT)两大板块,其中CES业务表现尤为出色 [4][5] - 公司全年业绩指引有所上调,主要得益于CES业务利润率的提升 [6] - 公司LEAP发动机交付量增速有所放缓,但这有利于整体利润率的提升 [7][8] - 总的来说,公司今年业绩表现出色,长期来看其航空发动机后市场业务有望带来持续的收益和现金流 [9]

文章核心观点 - 尽管市场存在诸多不确定性,但仍有大量投资机会 [9][10][11] - 预计未来几年S&P 500公司的盈利增长将加速,且增长将更加广泛,不仅集中在科技巨头 [11][14][15][16] - 单只股票之间的相关性较低,这为选股带来机会 [18][19][21] 公司分析 PepsiCo (PEP) - 作为一家全球性的消费品公司,PepsiCo拥有广受欢迎的品牌和强大的定价能力 [30][31][32][34][35] - 公司的可寻址市场超过1.2万亿美元,预计长期增长潜力可观 [34][35] - 公司具有良好的股息增长记录,是一只优质的防御性股票 [36][38][39][44] - 尽管短期内面临消费者疲软的挑战,但长期增长前景依然良好 [40][41][42][44] Norfolk Southern (NSC) - 作为东部地区最大的铁路公司之一,NSC拥有广泛的护城河 [45][46][48] - 公司过去长期表现优于大盘,但近期受到一些负面因素的影响 [46][51][52][53][54][55] - 公司正在采取措施提升运营效率,有望在未来4-8个季度大幅缩小与同行的差距 [57][58][59][60][61][62][64] - 即使短期内面临挑战,但长期增长前景依然良好,估值具有吸引力 [66][67] GE Aerospace (GE) - 航空发动机是GE的核心业务,公司在该领域拥有主导地位 [71][72] - 未来20年内全球航空客运需求有望大幅增长,为公司带来持续的订单和维修服务需求 [69][70] - 公司的财务状况已大幅改善,资产负债表更加健康 [73][78] - 预计未来几年业绩增长强劲,估值合理 [74][75][76][77][78]

GE Aerospace's stock price rose 58% in the first six months of the year. Can it keep going higher?GE Aerospace (GE -1.80%), formerly a part of General Electric, had a blistering hot start to the first half of 2024. The stock price rose 58% in the first six months of 2024, crushing what were solid gains by the S&P 500 (up 15%) and Nasdaq Composite index (up 19%) over the same period.Investors are apparently optimistic about this aerospace industry leader, judging by its stellar first-half share price perform ...

"This delivery represents the beginning of a new era and a pivotal moment in our ongoing work with the U.S. Army," said Amy Gowder, president and CEO, Defense & Systems at GE Aerospace. "The T901 engine will ensure warfighters will have the performance, power, and reliability necessary to maintain a significant advantage on the battlefield."Today's announcement comes on the heels of the first ever ground run of an aircraft powered by a T901 engine. In April, a T901 engine successfully powered Sikorsky's Fut ...

arogant/iStock via Getty Images Introduction A few years ago, when I was researching Lithium and EV markets I read accounts that electricity demand from EV penetration could be akin to what was seen in the 1960s & 1970s with the penetration of microwaves, hairdryers, and air-conditioning, etc. that drove demand 30%, or about an additional 2% per year, which is considerable and would require electric utilities to invest in capacity and grid resiliency. Then the summer heat waves began, and another layer of d ...