Business Breakdowns · Colossus | Investing & Business Podcasts

GE Aerospace: Full Throttle

·59 min·5 clips

GE Aerospace powers three out of four commercial takeoffs every day, showcasing its unparalleled market reach.

This episode of Business Breakdowns features Ramesh Narayanaswamy analyzing GE Aerospace, covering its market dominance in jet engines, complex supply chain, and unique business model where upfront sales are at a loss but aftermarket services yield high margins. The discussion also delves into Larry Culp's turnaround strategy and future technological innovations like open rotor engines.

As heard by us

A patient tour of a brutally difficult engine business.

GE Aerospace comes across as a clear-eyed lesson in how the engine business actually works: long development cycles, heavy certification demands, and a payoff that can arrive five or 10 years later.

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Why you'd press play

You want the real economics behind jet engines, not a generic airline-stock take.

Read the full recommendation in PlayNext →

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