10/16/2024, 12:09 PM UTC
通用电气：剃刀刀片商业模式General Electric: The Razor Blade Business Model
1、通用电气航空航天部门，估值较高，在喷气发动机市场占据领先地位，受益于长期服务收入和高收益可见性。2、维护服务占GE收入的70%，确保稳定的现金流，由商业和防御发动机的长期合同驱动。3、财务预测显示，GE在2025-26年可以增长10%的合并收入和超过20%的现金收益，存在升级潜力。1. General Electric's aerospace division, with a high valuation, leads the jet engine market, benefiting from long-term service revenue and high earnings visibility. 2. Maintenance service, accounting for 70% of GE's revenue, ensures steady cash flow, driven by long-term contracts for commercial and defense engines. 3. Financial estimates suggest GE can grow consolidated revenue by 10% and cash earnings by over 20% in 2025-26, with potential for upgrades.
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