Power

Renewable Energy

Aviation

Healthcare

Corporate

Capital

Corporate items and eliminations

Commercial Engines & Services

Defense & Propulsion Technologies

Corporate & Other

Consolidated revenues

Revenue segments as reported by the company.

Sales of equipment

Sales of services

Insurance revenues

Sales of goods and services

GE Capital revenues from services

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Research & development

Interest and other financial charges

Insurance liabilities and annuity benefits

Goodwill impairments

Non-operating benefit costs

Other costs and expenses

Other Income

Debt extinguishment costs

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

General Electric

Baker Hughes is an international industrial service company and one of the world's largest oil field services companies. As of July 2017 Baker Hughes is 62.5% owned by General Electric Company and 37.5% publicly traded. It operates in more than 120 countries, providing the oil and gas industry with products and services for oil drilling, formation evaluation, completion, production and reservoir consulting.

Baker Hughes

GE Capital is the financial services unit of the American multinational conglomerate General Electric. It provides commercial lending and leasing, as well as a range of financial services for commercial aviation, energy, and support for GE's industrial business units. In 2015, GE announced its plan to create a simpler, more valuable company by reducing the size of its financial businesses through the sale of most GE Capital assets.

GE Capital

GE Aerospace is an American aircraft company, which provides jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. Its portfolio of brands includes Avio Aero, Unison, GE Additive and Dowty Propellers. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Cincinnati, OH.

Earnings data Q1 2021

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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Earnings data Q4 2024

General Electric (GE) posts robust Q4 earnings, eyes profit growth

General Electric (GE) delivered a strong performance in Q4 2022 with revenue growth, margin expansion, and significant EPS growth. While facing challenges in renewables and margin pressure in Aerospace, GE is focused on capital allocation, cash flow conversion, and profit growth opportunities.

General Electric (GE) reports robust Q1 results and advances business separations

General Electric (GE) delivered strong Q1 results with revenue growth, margin expansion, and positive cash flow across segments.
The company is optimistic about future performance, focusing on profitability and growth while advancing plans to launch GE Aerospace and GE Vernova as independent companies.
Challenges include evolving pricing dynamics, Defense growth hurdles, and Offshore Wind order expectations, but opportunities lie in market shifts and selective pursuits for fair compensation.

General Electric surpasses expectations in Q2, raises full-year guidance

General Electric's Q2 2023 earnings call highlighted strong financial performance, particularly in Aerospace and Vernova segments. Despite challenges in Renewables and Power, GE is optimistic about future growth opportunities and remains focused on profitability and cash flow improvements. The company's strategic focus on key segments and product development bodes well for its long-term success.

GE Aerospace shines in Q3, plans spin-offs for growth

General Electric (GE) had a strong quarter, with Aerospace leading the way in revenue growth and margin expansion. Despite challenges in Offshore Wind and Defense supply chains, the company remains optimistic about future prospects. GE's focus on innovation and operational improvements positions it well for continued success.

General Electric triples earnings in 2023, eyes strong 2024 growth

GE's strong performance in 2023 sets the stage for continued growth in 2024, with both GE Aerospace and Vernova expected to drive revenue, profit, and cash growth. Despite challenges from engine production and renewables, GE is well-positioned to capitalize on opportunities for expansion and value creation.

GE Aerospace excels in Q1, eyes $10B profit target by 2028

GE Aerospace's Q1 performance was robust, with significant profit and revenue growth. While facing challenges like lower LEAP production, the company is leveraging its strengths in propulsion and services. Opportunities lie in R&D investments, new contracts, and efficiency improvements through technology advancements.

General Electric reports robust Q2 earnings, eyes growth amid challenges

General Electric's Q2 performance reflects strong growth in key segments, underpinned by strategic investments and operational improvements.
While facing supply chain challenges, GE's focus on innovation, sustainability, and customer service presents opportunities for future growth and market leadership.
By addressing operational hurdles and leveraging its strengths, GE is poised to capitalize on market opportunities and deliver sustained profitability.

General Electric's Aerospace shines in Q3, eyes growth opportunities

General Electric's Q3 2024 earnings call showcased strong performance in the Aerospace segment, with positive outlooks for growth and profitability. The company's focus on operational improvements, strategic planning, and collaboration with key partners positions it well for future success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Intel

Microsoft

Walmart

Exxon Mobil

The largest company 25 years ago was Microsoft, with a $348 billion market cap. The largest company now is roughly 10 times the size of Microsoft in 1999.

These Were the 5 Biggest Companies in 1999, and Here Are the 5 Biggest Companies Now

GE stock has leapt 67% in 2024 after converting to a pure-play aerospace company. Jet demand is high.

GE Stock Soars 75% In 2024 On Strong Jet Engine Demand. Is GE Aerospace A Buy?

GE Aerospace will generate bundles of cash from long-term aftermarket revenue from its installed base of engines. The company's margins and profits will likely improve significantly over the medium term.

Is GE Aerospace Going to $200 and Beyond? 1 Wall Street Analyst Thinks So.

GE Aerospace is a big player in the wide-moat aviation industry. A strong outlook could drive 30% earnings growth over the next few years.

GE Aerospace: Buy, Sell, or Hold?

Antero Midstream Partners

Landbridge Co LLC

Old Dominion Freight Line

Texas Pacific Land Trust

This year, I made bold investment moves by pouring almost all my funds into five promising dividend stocks. It was a high-risk, high-reward strategy. I chose these stocks based on their strong financials, attractive dividend yields, and growth potential. The aim was to maximize returns over time. Though these bets come with risk, I believe in the long-term value of these picks. I'll closely monitor their performance to adjust as needed.

Big Bets: The 5 New Dividend Stocks I Bet The House On This Year

Amazon

Roche Holding AG

Amazon, Roche, GE Aerospace, Canterbury Park and NVE are included in this Analyst Blog.

The Zacks Analyst Blog Amazon, Roche, GE Aerospace, Canterbury Park and NVE

I added GE Aerospace to my portfolio due to its ultra-wide moat, market penetration, and strategic position in commercial and defense engines. GE Aerospace's leadership, backed by secular growth trends and the innovative FLIGHT DECK model, makes it a perfect fit for my portfolio. I see strong potential for shareholder value through dividends and buybacks, with continued upside as GE capitalizes on growing demand and operational efficiency.

My New Investment - Why I'm Betting Big On GE Aerospace

CNH Industrial NV

EPR Properties

Gilead Sciences

The 'Undercovered' Dozen series highlights 12 lesser-known stocks, offering fresh investment ideas and encouraging community discussion on their potential. Gen Alpha argues that EPR Properties, a diversified experiential REIT, shows promising tenant rent coverage and stability, especially with AMC's debt refinancing. Gilead Sciences' strong Q2 2024 results, robust HIV franchise, and high dividend yield support a continued "Buy" from ALLKA Research.

Undercovered Dozen: EPR Properties, Gilead, Portland General Electric, CNH Industrial +

Gas power has a key role to play in the clean energy transition. GE Vernova's wind power business received some good news in August.

Here's Why GE Vernova Stock Soared in August

CME Group

Investors with stock market exposure are thriving, widening the wealth gap as market valuations soar. Meanwhile, many struggle with inflation and rates. Despite high valuations and elevated sentiment, I'm focused on dividend stocks that offer strong growth potential and financial resilience. By targeting quality companies with robust business models, I'm strategically building my portfolio to reach long-term financial goals amidst market risks.

Bull Market Millionaires: 3 Dividend Stocks To Build A Fortune

AeroVironment

Boeing

HEICO

Kratos Defense & Security Solutions

Lockheed Martin

Northrop Grumman

Raytheon Technologies

Subscribers to  Chart of the Week  received this commentary on Sunday, September 1.

Defense Sector: Overbought or Resilient?

Agilent Technologies

American Airlines

Engine repair shops have swelled to a $58 billion business, according to Alton Aviation Consultancy, and are cash cow for engine makers like GE Aerospace.

Airplane engines are in short supply. The business of fixing older ones is booming

A push-out of a new Boeing airplane would hurt GE Aerospace's long-term profitability. Boeing exists to make airplanes, and even if an equity raise is necessary to raise cash, it will not necessarily impact GE Aerospace.

Here's Why GE Aerospace Stock Slumped Today

In a notable shift, GE Aerospace (NYSE: GE) is emerging as the premier industrial stock to own, surpassing Rolls-Royce Holdings PLC (LON: RR) for long-term investment potential.

GE Aerospace vs. Rolls-Royce: Why analysts favor GE as the leading industrial stock

GE Vernova LLC

U.S. power equipment maker GE Vernova said on Monday it has acquired the remaining ownership stake in a Saudi gas turbine producing joint venture from state-owned Dussur.

GE Vernova buys remaining stake in Saudi JV from Dussur

Portland General Electric offers a 4.2% dividend and has a 6.5% earnings yield, making it quite attractive compared to the 10-year Treasury bond. Trading below its historical P/E average, it presents a potential buying opportunity, especially with anticipated federal interest rate cuts. The company has strong financial metrics, a favorable regulatory environment, and is making significant investments in infrastructure and renewable energy.

Portland General Electric: An Attractive Equity Bond As Fed Rates Fall

GE Aerospace soared to a new high after earnings in July. Shares are in a buy zone.

GE Aerospace Hits New High After Spinoff

William Blair analyst Jed Dorsheimer launched coverage of GE Vernova stock with a Buy rating. Now 74% of analysts covering the electricity-production technology firm are bullish.

Buy GE Vernova Stock Because of a Fossil Fuel, Says Analyst

The active network management market size was valued at US$ 1.29 billion in 2023 and is expected to reach US$ 4.51 billion by 2031; it is estimated to record a CAGR of 16.9% from 2023 to 2031. The active network management market size was valued at US$ 1.29 billion in 2023 and is expected to reach US$ 4.51 billion by 2031; it is estimated to record a CAGR of 16.9% from 2023 to 2031.

Active Network Management Market Worth $4.51 Billion, Globally, by 2031 - Exclusive Report by The Insight Partners

Defense companies continue to struggle with margins, notably on fixed-price development programs. Commercial aerospace has its own challenges, and has traditionally been a cyclical industry.

Better Buy: GE Aerospace vs. Lockheed Martin

GE Aerospace (NYSE: GE) has seen its stock rise by around 65% this year, outperforming the broader indices, with the S&P 500 up 18%. The stock now trades at 40x projected 2024 earnings of $4.13 per share.

Is GE Stock Headed Toward $250 Levels?

Central Puerto

DBS Group Holdings Ltd

Norwegian Cruise Line

Sylvamo Corp

DBSDY, CEPU, SLVM, GE and NCLH have been added to the Zacks Rank #1 (Strong Buy) List on August 14, 2024.

New Strong Buy Stocks for August 14th

Amphenol

Howmet Aerospace

We have narrowed our search to five U.S. corporate bigwigs. These are: RCL, GE, IBKR, APH, HWM.

Top 5 Stocks With Solid Earnings Estimate Revision and Upside

News for General Electric Stock (GE)