GE · 10-Q · 2026Q2 · Full report

Competition and Market Share

GENERAL ELECTRIC CO · 2026-07-16 · Importance 50 · Surprise 24

GE Aerospace emphasizes its leadership position, describing the company as having the industry's largest and growing commercial propulsion fleet. The firm reports an installed base of approximately 50,000 commercial and 30,000 military engines (including parked aircraft), which supports a substantial aftermarket business. Management states aftermarket services represent approximately 70% of company revenue, reinforcing its competitive advantage in parts and shop visit services. The large installed base underpins recurring service demand and pricing power in spare parts and MRO.