General Electric Company (GE)

Sector: Industrials|Industry: Aerospace & Defense|Market Cap: $178.39B|Employees: 125K


General Electric is a high-tech industrial company operating through three segments: Aerospace, Renewable Energy, and Power. They manufacture products such as commercial and military aircraft engines, wind turbines, and power generation equipment. GE has a significant global presence with manufacturing and service operations in over 160 countries and is considered a leader in most of the major industries in which they participate.

  1. Filings

Filing Highlights

Financial Performance

Total revenues increased by 4% YoY to $9.1 billion, with services revenue increasing due to higher shop visits and pricing, offsetting a decrease in equipment revenue due to lower engine deliveries. For the six months ended June 30, 2024, total revenues increased by 9% YoY to $18.0 billion.

Profit margin decreased by 130 basis points YoY to 15.9%, despite an increase in operating profit of $0.5 billion. This decrease is primarily due to a decrease in gains on retained and sold ownership interests. Operating profit margin* increased by 560 basis points YoY to 23.1%.

Cash flow from operating activities increased by $1 billion YoY to $2.6 billion for the six months ended June 30, 2024, primarily due to an increase in net income and adjustments for non-cash items. Free cash flow also increased by $1 billion YoY to $2.8 billion for the same period.

Growth & Strategy

Management Execution

Risk Factors

Competitive Position

Operational Efficiency

Innovation & Technology

Capital Allocation

ESG Initiatives

Market Environment