Latest news with #GEAerospace
Globe and Mail
20 hours ago
- Business
- Globe and Mail
Long-Term Prosperity: Investing in America's Economic Pillars
If you believe in the U.S.'s long-term future, investing in sectors where the country has leadership, particularly the companies that lead the way, makes sense. In that vein, here's why Cheniere Energy (NYSE: LNG), GE Aerospace (NYSE: GE), and Tesla (NASDAQ: TSLA) are companies with a significant role in America's future. The United States is the largest liquefied natural gas exporter in the world From being a distant third behind Qatar and Australia in 2019, the U.S. has become the clear leader in liquefied natural gas (LNG) exports. According to the U.S. Energy Information Administration (EIA), the U.S. exported 11.9 billion cubic feet per day (Bcf/d) of LNG in 2024, while Qatar and Australia have exported no more than 10.7 Bcf/d annually during the past five years. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » That's in no small part due to Cheniere Energy, which exported 2,33 trillion British thermal units (TBtu) in 2024 -- a figure that equates to 6.37 Bcf/d. It has a 100% interest in the Corpus Christi LNG Terminal which has a current production capacity of 15 million tonnes per annum (mtpa), and a majority stake in Sabine Pass LNG Terminal, which has a current production capacity of 30 mtpa. The total 45 mtpa equals a nominal capacity of 5.92 Bcf/d, with Cheniere outperforming its nominal capacity in 2024. With the current administration strongly supportive of LNG (as opposed to the Biden administration, which froze new permits for LNG exports), Chief Executive Officer Jack Fusco believes "we have an opportunity and a strategic imperative to secure permits for significant growth at both Sabine and Corpus in order to derisk the permitting requirements of future project development with line of sight to a total capacity of over 90 million tonnes per annum." With expansion activity already set for 2025 (Corpus Christi) and a favorable administration in the White House, Cheniere's future looks bright. The U.S. dominates aerospace and defense While recognizing that Boeing has had its issues in recent years, and Airbus is a formidable competitor, there's little doubt that GE Aerospace is the clear market leader in commercial aerospace and defense engines. For example, its joint venture with France's Safran, CFM International, produces the LEAP engine -- the sole engine option on the Boeing 737 MAX, and one of only two options for the Airbus A320neo family. Incidentally, another American company, RTX, produces another option for the Airbus A320neo family. Moreover, GE's own GE9X is the only engine option on the new Boeing 777X, and its GEnx dominates orders on the Boeing 787. For example, the recent International Airlines Group order of 32 Boeing 787s for British Airways will be powered by the GEnx rather than a rival engine by the U.K.'s Rolls-Royce. Moreover, management believes its next generation of engines, RISE, will achieve a 20% improvement in fuel efficiency over the LEAP. Given that engines can have a 40-year life cycle and generate lucrative aftermarket revenue over that period, the combination of LEAP (entered service in 2016) and RISE (expected mid-2030s) could lead to a half-century of GE leadership in commercial aerospace engines. The Tesla Model Y is the best-selling car in the world Not only is Tesla's Model Y the best-selling electric vehicle (EV), but it is also the best-selling car in the world. Moreover, with all its production lines shifted to producing the refreshed version in 2025, and the legacy Model Y sold out in the U.S. and China, Tesla is ready to start improving Model Y sales again. In addition, Tesla has several positive catalysts in store, not least the launch of its robotaxi in Austin, Texas, in June (unsupervised autonomy on a Model Y); the mass production of its dedicated robotaxi vehicle, Cybercab, in 2026; and lower-cost models in 2025. Given Tesla's checkered history of delivering on its aims on time and the disappointing sales of Cybertruck, it's fair to doubt the timing of these events. However, there is no doubt about Tesla's ability to lower its cost of goods per vehicle. It fell below $35,000 at the end of 2024, compared to $84,000 in 2017, and more than $38,000 at the start of 2023. This is a key point because it enables Tesla to generate higher profit margins, release lower-cost models, and stay ahead of the competition. It also helps ensure Tesla can get robotaxis (where the company's real value lies) on the road (whether modified existing Teslas or dedicated Cybercabs), which will be highly competitive with Waymo's offering. CEO Elon Musk may well be a divisive figure, but the reality is that he's driven Tesla to a leadership position in the key sports utility vehicle (SUV) market with the Y (and to a lesser extent, in the sedan market with the Model 3) in the U.S. when otherwise, American cars were also-rans in the categories before. If America leads the way in EVs and robotaxis, it's highly likely that Tesla will be out in front. Should you invest $1,000 in Cheniere Energy right now? Before you buy stock in Cheniere Energy, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Cheniere Energy wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $639,271!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $804,688!* Now, it's worth noting Stock Advisor 's total average return is957% — a market-crushing outperformance compared to167%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of May 19, 2025
Yahoo
a day ago
- Business
- Yahoo
GE Aerospace (GE): A Bull Case Theory
We came across a bullish thesis on GE Aerospace (GE) on Asymmetric Ventures' Substack. In this article, we will summarize the bulls' thesis on GE. GE Aerospace (GE)'s share was trading at $241.78 as of 27th May. GE's trailing and forward P/E were 38.14 and 43.29 respectively according to Yahoo Finance. A huge in-process machining center producing parts for aircraft and aerospace systems. GE Aerospace is a leading force in the aerospace industry, primarily generating revenue through its maintenance, repair, and overhaul (MRO) services. This segment benefits from a large installed base of engines and Power-by-the-Hour contracts, which provide customers with predictable costs and GE with stable, recurring income. The company's extensive global network of service centers and highly trained workforce enable rapid and efficient engine servicing, reinforcing its market dominance. Programs such as TrueChoice™ and TrueEngine™ enhance customer loyalty by allowing flexible maintenance options and improving engine performance and residual value. Additionally, GE Aerospace leverages advanced predictive maintenance technology that utilizes real-time data to anticipate engine issues, reducing downtime and lowering maintenance costs for clients. The firm maintains significant competitive advantages due to high barriers to entry, including complex engineering expertise, regulatory certifications, and long-term relationships with major aircraft manufacturers like Boeing and Airbus. These partnerships give GE Aerospace exclusive access to key engine programs, securing a near-monopoly in several market segments. The company also benefits from a strong aftermarket position, with customers relying on GE for life-cycle support of their engines. Under CEO Larry Culp's leadership, GE Aerospace has focused on operational efficiency, innovation, and strategic portfolio management, helping the division navigate challenges like supply chain disruptions and rising competition. Its robust balance sheet and steady cash flows position it well for ongoing investment in technology and growth initiatives. Overall, GE Aerospace stands as a financially solid, technologically advanced leader with durable competitive moats, well poised for sustainable long-term growth in the commercial aviation market. For a deeper look into another aerospace stock, be sure to check out our article on The Boeing Company (BA) wherein we summarized a bullish thesis by DeepValue on Substack. Since our coverage, the stock is up 11.12%. GE Aerospace (GE) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 104 hedge fund portfolios held GE at the end of the first quarter which was 101 in the previous quarter. While we acknowledge the risk and potential of GE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than GE but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
India Today
a day ago
- Business
- India Today
Tejas Mk-1A jet delivery deadline missed again: Here's how timeline unfolded
Amid growing concerns over delays in India's indigenous fighter jet programme, Air Chief Marshal Amar Preet Singh on Thursday urged the defence industry not to make promises it cannot deliver on time. Speaking at the Confederation of Indian Industry's Annual Business Summit 2025, the Air Force chief underscored that "timeline is a big issue" — a sharp reminder of the Indian Air Force's mounting frustration with Hindustan Aeronautics Limited (HAL) over the delayed delivery of Tejas Mk-1A fighter three months ago, the IAF chief had publicly voiced concern about the slippage in deadlines. On paper, HAL was to deliver the first of 83 LCA Mk-1A jets by March 31, 2024, under a Rs 48,000 crore deal signed in February 2021. That did not happen.A STALLED TIMELINEThe Tejas Mk-1A — a more advanced variant of the LCA Mk-1 — has faced persistent delays, largely due to late engine deliveries from GE Aerospace and protracted certification processes. The first F404-IN20 engine for the Mk-1A aircraft was delivered only in March 2025, nearly two years behind schedule. The delivery, part of a USD 716 million contract for 99 engines, was hailed as a 'milestone' by GE Aerospace's Combat & Trainer Engines General Manager Shawn Warren, who said it would "ensure a strong future for India's military". But for HAL, it was only the beginning of a race to recover lost PUSH AFTER ENGINE BOTTLENECKSadvertisementFollowing the arrival of the long-awaited engines, HAL has ramped up its production capacity by restructuring its Bengaluru facility and adding a parallel assembly line. The goal now is to deliver at least 16 Tejas Mk-1A jets annually, aiming to complete the 83-aircraft order by Chairman Dr DK Sunil had earlier assured that with engine supplies stabilising, the production of Mk-1A jets would gather pace. "We have now promised that we will have all the Mk-1A structures ready. Once the engines are available, the Mk-1As will start rolling out," he said at Aero India ORDERS IN PIPELINEDespite the initial hiccups, the IAF is gearing up to place a follow-on order for 97 more Mk-1A aircraft, estimated at Rs 67,000 crore, which would bring the total fleet size to 180. In parallel, a mega Rs 1.3 lakh crore deal for 156 Light Combat Helicopters (LCHs) for both the IAF and Indian Army is expected to be finalised within the next six has committed to delivering all 180 Tejas Mk-1A fighters by 2031, with a consolidated production capacity of 16 to 24 aircraft annually beginning delays come at a time when the IAF is retiring ageing aircraft like the MiG-21, MiG-27, and Jaguars, leaving its squadron strength critically depleted. Without the timely induction of Tejas Mk-1A, the gap between required and available fighters continues to widen — raising serious questions about India's aerial combat PANEL FORMEDadvertisementTo address these systemic delays, the Ministry of Defence had constituted a five-member Defence Empowerment Committee led by Defence Secretary Rajesh Kumar Singh. The committee recommended a slew of short, medium, and long-term solutions — including involving private players in the LCA production companies are now contributing critical components such as fuselages. Alpha Tocol Engineering Services Pvt Ltd recently handed over the first rear fuselage of the Mk-1A to HAL, with more scheduled to follow. Deliveries of the aircraft will now be streamlined across three separate HAL production lines.
Yahoo
2 days ago
- Business
- Yahoo
GE Aerospace (GE): A Bull Case Theory
We came across a bullish thesis on GE Aerospace (GE) on Asymmetric Ventures' Substack. In this article, we will summarize the bulls' thesis on GE. GE Aerospace (GE)'s share was trading at $241.78 as of 27th May. GE's trailing and forward P/E were 38.14 and 43.29 respectively according to Yahoo Finance. A huge in-process machining center producing parts for aircraft and aerospace systems. GE Aerospace is a leading force in the aerospace industry, primarily generating revenue through its maintenance, repair, and overhaul (MRO) services. This segment benefits from a large installed base of engines and Power-by-the-Hour contracts, which provide customers with predictable costs and GE with stable, recurring income. The company's extensive global network of service centers and highly trained workforce enable rapid and efficient engine servicing, reinforcing its market dominance. Programs such as TrueChoice™ and TrueEngine™ enhance customer loyalty by allowing flexible maintenance options and improving engine performance and residual value. Additionally, GE Aerospace leverages advanced predictive maintenance technology that utilizes real-time data to anticipate engine issues, reducing downtime and lowering maintenance costs for clients. The firm maintains significant competitive advantages due to high barriers to entry, including complex engineering expertise, regulatory certifications, and long-term relationships with major aircraft manufacturers like Boeing and Airbus. These partnerships give GE Aerospace exclusive access to key engine programs, securing a near-monopoly in several market segments. The company also benefits from a strong aftermarket position, with customers relying on GE for life-cycle support of their engines. Under CEO Larry Culp's leadership, GE Aerospace has focused on operational efficiency, innovation, and strategic portfolio management, helping the division navigate challenges like supply chain disruptions and rising competition. Its robust balance sheet and steady cash flows position it well for ongoing investment in technology and growth initiatives. Overall, GE Aerospace stands as a financially solid, technologically advanced leader with durable competitive moats, well poised for sustainable long-term growth in the commercial aviation market. For a deeper look into another aerospace stock, be sure to check out our article on The Boeing Company (BA) wherein we summarized a bullish thesis by DeepValue on Substack. Since our coverage, the stock is up 11.12%. GE Aerospace (GE) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 104 hedge fund portfolios held GE at the end of the first quarter which was 101 in the previous quarter. While we acknowledge the risk and potential of GE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than GE but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio
The Sun
3 days ago
- Business
- The Sun
US suspends sales of some US technologies to China's airplane maker COMAC, New York Times reports
WASHINGTON: The United States has suspended some sales to China of critical U.S. technologies, including those related to jet engines to Chinese state-owned aerospace manufacturer COMAC, the New York Times reported on Wednesday. Citing two people familiar with the matter, the newspaper said the move was in response to China's recent restriction on exports of critical minerals to the U.S. The paper said the department had suspended some licenses that allowed U.S. firms to sell products and technology to COMAC to develop its C919 aircraft. The Commerce Department and Chinese Embassy in Washington did not immediately respond to requests for comment. The C919 is made in China but many of its components come from overseas, including its LEAP engine which is made by GE Aerospace and French engine maker Safran. GE Aerospace did not offer an immediate comment. The C919 - designed to compete with best-selling narrow-body models of dominant planemakers Airbus and Boeing - entered service in China in 2023 after winning domestic safety certification in 2022. The C919 currently only flies within China and Hong Kong. In 2020, the first Trump administration granted a license to GE to supply engines for the jet. 'I want China to buy our jet engines, the best in the World,' Trump said in February 2020. 'I want to make it EASY to do business with the United States, not difficult.' GE was licensed for the LEAP engines in 2014.
