行业有望诞生万亿龙头 花旗看好GE航天航空,首予“买入”评级
GEGE(US:GE) 美股IPO·2025-12-26 00:24

Core Viewpoint - The aerospace and defense sector is expected to see the emergence of a trillion-dollar leading company within the next five years, with GE Aerospace being a strong candidate for this position [2]. Group 1: Industry Trends - The aerospace and defense industry is undergoing significant development, which is projected to lead to the creation of a trillion-dollar company [2]. - GE Aerospace has recently secured an order to supply eight LM2500 marine gas turbine engines for the U.S. Navy's latest "Arleigh Burke" class Flight III destroyers [2]. Group 2: Company Developments - The LM2500 engines will be installed on the future USS "Stout" (DDG 145) and USS "Robert E. Lee" (DDG 146) destroyers, with each ship requiring four gas turbines for its propulsion system [2]. - This contract reinforces the position of the LM2500 as the primary power source for the "Arleigh Burke" class destroyers, which have served as a core component of the U.S. Navy's surface fleet for over 30 years [2].