GE 航空航天公司看到强劲的增长,但面临估值、差额和供应链挑战。 GE Aerospace sees strong growth but faces valuation, margin, and supply chain challenges.

GE A航空航天公司现在是一个独立公司,由于收入增长强劲,在商用飞机发动机中占据支配地位,其表现良好。 GE Aerospace, now an independent company, is performing well with strong revenue growth and a dominant position in commercial airplane engines. 尽管提高了2024年的收入指导,公司仍面临高估值、国防承包商差价问题以及影响LEAP发动机产出的供应链问题等关切。 Despite raising its 2024 earnings guidance, the company faces concerns over high valuation, defense contractor margin issues, and supply chain problems affecting LEAP engine output. 建议投资者在作出采购决定之前等待1月的指导意见。 Investors are advised to wait for January guidance before making purchase decisions.