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Business Breakdowns
Deeply researched explanations of how individual public and private businesses work, including their models, financials, competitive advantages, and industry structure.
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GE Aerospace: Full Throttle [Business Breakdowns Episode 235]
GE Aerospace’s pure-play franchise powers three out of four commercial takeoffs daily, with 70,000 engines in service and 70% narrow-body share.LEAP losses at OE can convert into mandated aftermarket economics: 60% gross margins, plausibly 40%+ operating margins, and 8–10% commercial-services growth for at least five years.Yet 40x free cash flow prices optimism, while the open-fan bet is at least a decade away and Boeing could dual-source its next narrow body.