Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000738.SZ
SELLREMOVEAecc Aero-Engine Control Co.,Ltd. · Industrials · China · $3.7B · Avg Vol: $66M/d
Aecc Aero-Engine Control is a Chinese state-aligned aerospace manufacturer. While it has a domestic monopoly, state-directed capital allocation and lack of transparency fail our Buffett and Smith quality screens.
COMPANY DESCRIPTION
Aecc Aero-Engine Control Co.,Ltd. is the dominant domestic developer and manufacturer of aero-engine control systems, including fuel pumps, metering units, and electronic controllers. As a core subsidiary of the Aero Engine Corporation of China (AECC), the company holds a near-monopoly position in the domestic military and civil aviation engine control market. Its high technological barriers and critical national defense role provide an exceptionally strong competitive moat.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 730M | 787M | 810M | 764M | 1.5% |
| EPS | 0.08 | 0.08 | 0.08 | 0.04 | -21.7% |
| Shares | 1.3B | 1.3B | 1.3B | 1.3B | 0.0% |
| Debt | 8M | 4M | 6M | 3M | -25.4% |
| Equity | 1.7B | 1.7B | 1.8B | 1.8B | 3.7% |
| Op CF | 117M | 145M | -39M | 140M | 6.2% |
| Inv CF | -16M | -74M | -63M | -43M | — |
| Fin CF | -5M | -12M | -28M | -31M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 000738.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000738.SZ | Aecc Aero-Engine Control Co.,Ltd.(you) | $3.7B | 22 | SELL |
| 600967.SS | Inner Mongolia First Machinery Group Co.,Ltd. | $3.2B | 19 | STRONG SELL |
| 601866.SS | COSCO SHIPPING Development Co., Ltd. | $4.9B | 22 | SELL |
| 688563.SS | Baimtec Material Co.,Ltd. | $3.5B | 17 | STRONG SELL |
| 688281.SS | Shaanxi Huaqin Technology Industry Co.,Ltd. | $3.0B | 29 | SELL |
| 688297.SS | AVIC (Chengdu)UAS Co., Ltd. | $4.4B | 13 | STRONG SELL |
| 600685.SS | CSSC Offshore & Marine Engineering (Group) Company Limited | $5.9B | 17 | STRONG SELL |
| 300775.SZ | Xi'an Triangle Defense Co.,Ltd | $2.0B | 19 | STRONG SELL |
| 600038.SS | Avicopter Plc | $3.3B | 8 | STRONG SELL |
| 688523.SS | Hunan Aerospace Huanyu Communication Technology Co.,LTD. | $3.4B | 7 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%