Verified peer comparison

GE vs BA

GE Aerospace compared with The Boeing Company. This page compares both source-verified company profiles and does not introduce an unverified price target.

GE Aerospace

$189.43

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The Boeing Company

$189.43

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Company-specific comparison

Business exposure

GE: Aerospace and Defense

BA: Aerospace and Defense

Upside lens

GE: A large installed engine fleet and expanding long-term services backlog can support durable shop-visit, spare-parts and service demand. Improving supplier execution and FLIGHT DECK operating discipline can raise aftermarket output and commercial engine deliveries. Government fleet modernization and new military-engine awards can broaden growth beyond commercial aviation services.

BA: Higher 737 and 787 production stability and deliveries can improve revenue absorption and customer advances. A large commercial and defense backlog provides long-duration demand visibility if certification and production milestones are met. Improved execution and higher volume in Defense, Space & Security can reduce losses from troubled fixed-price programs.

Risk lens

GE: Supplier shortages, inflation and quality issues could delay engine deliveries and constrain profitable services output. Fuel disruption, geopolitical conflict or weaker departures could reduce shop visits, spare-parts demand and airline credit quality. Cost inflation, durability assumptions and execution over long service periods can change the profitability of service agreements.

BA: Manufacturing defects or control failures could trigger delivery pauses, regulatory restrictions and further remediation costs. Delays in 737 MAX variants, 777X or other programs can defer deliveries and increase customer concessions and program costs. Negative free cash flow, working-capital needs and substantial debt reduce flexibility while production recovery remains incomplete.

Verified sources

GE Aerospace Announces First Quarter 2026 ResultsGeneral Electric Company (GE Aerospace) · earningsVerified