GE Aerospace GE

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
71/100
Moderate

About GE Aerospace

General Electric Company, doing business as GE Aerospace, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and aircraft systems. The company operates through two segments, Commercial Engines & Services, and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures, maintenance, repair, and overhaul (MRO) services of jet engines and sale of … Full GE analysis →

Competitive advantage assessment

Key strengths

  • ROIC Sustainably Above Peers ROIC at 95.8th percentile exceeds peers and WACC, demonstrating superior capital allocation.
  • Cost Leadership Position Operating margin at 90.0th percentile with strong OpEx control demonstrates cost leadership.

Key risks

  • Liquidity Concerns Liquidity is concerning (score 0.10), raising questions about short-term obligations.
  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.29), suggesting weak customer stickiness.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
66

Where GE ranks in Aerospace & Defense

GE Aerospace ranks #11 of 80 scored companies in Aerospace & Defense by moat score — the top 14%. The widest moat in the group is Howmet Aerospace Inc. (HWM) at 80/100.

Moat scores for companies ranked near GE in Aerospace & Defense
# Company Moat score Rating
7 Innovative Solutions and Suppor ISSC 73/100 Moderate
8 Coda Octopus Group, Inc. CODA 72/100 Moderate
9 Loar Holdings Inc. LOAR 72/100 Moderate
10 Woodward, Inc. WWD 72/100 Moderate
11 GE Aerospace GE 71/100 Moderate
12 BWX Technologies, Inc. BWXT 68/100 Moderate
13 General Dynamics Corporation GD 68/100 Moderate
14 Moog Inc. MOG-A 68/100 Moderate
15 Moog Inc. MOG-B 68/100 Moderate

See every General Corporate company ranked by moat score →

How GE scores on the Corporate Default defenses

Pricing Power

Score 66 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 87 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 64 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 76 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 59 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 78 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding GE's moat

What is GE Aerospace's moat score?

GE Aerospace (GE) scores 71 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #11 of 80 scored companies in Aerospace & Defense, the top 14%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 79 companies in Aerospace & Defense. Its strongest defense is Cost Advantage (87/100) and its weakest is Resilience (59/100).

How does GE Aerospace compare with other Aerospace & Defense companies?

GE Aerospace ranks #11 of 80 scored companies in Aerospace & Defense by moat score. The widest moat in Aerospace & Defense is Howmet Aerospace Inc. (HWM) at 80/100. The companies ranked closest are Woodward, Inc. (WWD) at 72 just above it and BWX Technologies, Inc. (BWXT) at 68 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 79 companies in Aerospace & Defense. The defenses are then weighted to produce the overall score out of 100.

Why is GE Aerospace scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for GE Aerospace?

The Corporate Default template measures 6 defenses, and GE scores: Pricing Power (66), Cost Advantage (87), Customer Stickiness (64), Capital Efficiency (76), Resilience (59), Scale & Market Position (78). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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