GE Aerospace (GE) vs Alphabet Inc. (GOOGL)

GE Aerospace (GE) is a global leader in the design, manufacturing, and servicing of commercial aircraft turbine engines, including through its CFM joint venture with Safran. Supported by a vast installed base of nearly 80,000 commercial and military engines worldwide, the company generates most of its profits from recurring service revenue tied to equipment that remains in operation for decades. GE Aerospace is now the core remaining business of the company founded in 1892, which has historical connections to American inventor Thomas Edison. General Electric evolved into a renowned conglomerate, reaching peak revenue of $130 billion in 2000, before spinning off its appliance, finance, healthcare, wind, and power businesses between 2016 and 2024.

Alphabet Inc. is a holding company that wholly owns Google, one of the world’s largest internet businesses. Based in California, the company generates just under 90% of its revenue from Google Services, with advertising sales representing the clear majority. In addition to digital advertising, Google Services includes revenue from subscription offerings such as YouTube TV and YouTube Music, platform sales and in-app purchases through the Play Store, and hardware products including Chromebooks, Pixel smartphones, and smart home devices like Chromecast. Google Cloud contributes about 10% of Alphabet’s total revenue. The remainder comes from investments in emerging technologies and businesses, including self-driving cars through Waymo, health initiatives via Verily, and internet access services such as Google Fiber.