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GE Aerospace GE

Industrial & DefenseMarket cap $200B23 connections

GE Aerospace makes the LEAP engine (world's best-selling jet engine) for Boeing 737 MAX and Airbus A320neo, plus GE9X engines for Boeing 777X. After spinning off GE HealthCare (2023) and GE Vernova (power/renewables, 2024), GE Aerospace is a pure-play aviation company. Its 44,000+ installed commercial engines generate decades of maintenance, repair, and overhaul revenue at 30%+ margins.

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Suppliers 9

Companies that sell to GE Aerospace

  • MicrosoftTechnology · $2.8TAzure OpenAI 'AI Wingmate' for GE Aerospace
  • AlphabetTechnology · $2.1TBigQuery for GE engine analytics
  • AmazonConsumer & Retail · $2.0TAWS for GE engine analytics
  • Illinois Tool WorksIndustrial & Defense · $72BIndustrial equipment components
  • GraingerIndustrial & Defense · $45BIndustrial supplies for GE facilities
  • Howmet AerospaceIndustrial & Defense · $32BJet engine castings and airfoils
  • HEICOIndustrial & Defense · $28BHEICO approved parts for GE Aerospace engines
  • PTC IncTechnology · $22BPTC Creo CAD software for GE engine design
  • ATI IncIndustrial & Defense · $5BATI specialty metals for GE Aviation engine parts

Customers 8

Companies GE Aerospace sells to

  • AirbusAerospace · $170BCFM LEAP-1A engines (GE-Safran JV) for the A320neo family
  • NextEra EnergyEnergy · $155BGE Vernova wind turbines
  • BoeingIndustrial & Defense · $120BGE LEAP engines on 737 MAX
  • Southern CompanyEnergy · $75BGE gas turbines for power plants
  • Delta Air LinesTransportation · $38BGE LEAP engines power Delta Boeing 737s
  • United AirlinesTransportation · $28BGE engines on United Boeing 787 Dreamliners
  • Southwest AirlinesTransportation · $18BGE CFM56 engines on every Southwest 737
  • American AirlinesTransportation · $10BGE LEAP engines on American 737 MAX fleet

Partners 3

Strategic partnerships, joint products and alliances

  • RTX (Raytheon)Industrial & Defense · $145BCompeting jet engine manufacturers
  • HoneywellIndustrial & Defense · $130BCompeting industrial automation
  • Wabtec CorporationIndustrial & Defense · $28BGE rail legacy partnership

Competitors 3

Companies it competes with

  • Siemens AGIndustrial & Defense · $135BIndustrial automation rivalry
  • Rolls-RoyceAerospace · $100BWidebody jet engine rivalry
  • ABB LtdIndustrial & Defense · $90BPower grid equipment

Key relationships in depth

GE Aerospace & Microsoft

GE Aerospace and Microsoft partnered to deploy AI Wingmate, a company-wide generative AI platform built on Microsoft Azure OpenAI Service, rolling out to GE Aerospace's 52,000 employees in 2024. The platform provides employees with AI-powered knowledge access, document summarization, and engineering workflow assistance across GE Aerospace's jet engine design, manufacturing, and aftermarket services operations. GE Aerospace uses Azure as its primary cloud infrastructure for digital transformation.

Why it matters: GE Aerospace's engineering and manufacturing operations involve extremely complex technical documentation and maintenance records that benefit enormously from AI-powered retrieval and summarization. Microsoft's Azure OpenAI Service provides the language model capabilities that GE needs in a format compliant with GE's enterprise security requirements for handling sensitive aerospace intellectual property.

GE Aerospace & Alphabet

GE Aerospace and Google Cloud have an analytics partnership using Google BigQuery and Vertex AI for GE Aerospace's FLIGHT PULSE connected engine analytics platform, which processes real-time telemetry from 40,000+ engines globally. Google's Cloud Run and BigQuery ML are used for developing predictive maintenance models that give airline customers advance warning of engine anomalies, reducing unplanned maintenance events and airline disruptions.

Why it matters: GE Aerospace's FLIGHT PULSE generates terabytes of engine sensor data per flight, and Google Cloud's managed analytics infrastructure provides the streaming data processing and machine learning capabilities needed to turn raw sensor data into actionable maintenance predictions without GE building its own data engineering infrastructure. Google gains a prestigious industrial IoT reference customer in aviation, where data volumes and real-time requirements are among the most demanding.

GE Aerospace & Amazon

GE Aerospace uses AWS as part of its multi-cloud strategy for manufacturing data analytics, supply chain optimization, and connected engine monitoring through its Digital Services platform. GE's FLIGHT PULSE connected engine analytics service processes terabytes of real-time flight data from 40,000+ engines globally, using AWS's big data infrastructure for anomaly detection and predictive maintenance insights delivered to airline customers.

Why it matters: GE Aerospace's FLIGHT PULSE requires cloud-scale data processing for real-time telemetry from thousands of engines in flight simultaneously, and AWS's global data infrastructure provides the regional coverage and analytics services that GE needs for low-latency alerts to airline customers on multiple continents. AWS gains a prestigious industrial IoT customer in aviation that validates AWS IoT and analytics capabilities for regulated industrial markets.

GE Aerospace & NextEra Energy

NextEra Energy purchases GE Vernova gas turbines and wind turbines for its generating fleet. GE Vernova (spun off from GE in April 2024) is a critical NextEra supplier for both onshore wind turbines and natural gas peakers that complement NextEra's solar portfolio. Turbine availability and lead times directly affect NextEra's project completion timelines.

Why it matters: NextEra's 30 GW renewable and storage backlog requires continuous turbine procurement at enormous scale. GE Vernova is one of the two primary large onshore wind turbine suppliers (alongside Vestas) available to US developers. For natural gas peakers, GE Vernova's HA turbines are among the most efficient available.

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Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.