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GENERAL ELECTRIC COGE

Industry
Electronic & Other Electrical Equipment (No Computer Equip)
Exchange
NYSE

Stock Price $GE

Filing record · 2016–202610-K1110-Q338-K178

GE filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 178 current reports (8-K) between 2016 and 2026.

  1. FY2016 annual report10-K · Feb ’17Feb ’17
  2. Deal closed8-K · Apr ’20Apr ’20
  3. Leadership change8-K · Dec ’21Dec ’21
  4. Leadership change8-K · Oct ’25Oct ’25
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025

Revenue Trend

Year-over-year comparison from 10-K annual reports

  1. $45.85B
YoY changeLargest recent move−48.4%in FY22Latest +18.5%

Latest bar from 10-KFY2025Click a bar to open its SEC filing

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GENERAL ELECTRIC CO Financial Overview 2021–2025

Updated Jul 10, 2026

GE Aerospace ended FY2025 with a $190.6 billion Remaining Performance Obligationa, exposing a massive backlog of service and equipment demand. This pipeline proves that dismantling the legacy conglomerate to isolate the aviation business was a highly lucrative strategic pivot. By shedding its healthcare and energy divisions, the company transformed into a pure-play aviation operation designed for targeted capital allocation and shareholder returns.

The financial success of this restructuring is clearly visible in the company's cash generation, as Free Cash Flow surged from just $1.9 billion in FY2021 to $7.7 billionb in FY2025. This operational efficiency funded direct capital returns, including $7.4 billion in common stock repurchases during FY2025. Top-line growth also accelerated, with total revenue jumping 18% year-over-year to $45.9 billion. The Commercial Engines & Services segment led this expansion, growing revenue by 24% to $33.3 billion on the back of higher engine deliveries and aftermarket shop visit volumes. Momentum continued into Q1 2026, where total revenue surged another 25% to $12.4 billion and the backlog expanded to $211.3 billion.

Investors have richly rewarded this structural simplification. At the close of FY2025, the market valued the streamlined aerospace entity at a $323.1 billion market capc. Shares traded at $308.03, representing a 37.8x price-to-earnings multiple that reflects market confidence in the company's long-term service contracts and resilient defense spending.

Recent Developments (Q4 2025 and Q1 2026)

Strong bottom-line execution defined Q1 2026, as Adjusted EPS climbed 25% to $1.86d alongside stable net income of $1.93 billion. The Commercial Engines & Services (CES) division dominated the quarter, growing revenue by 34% to $8.9 billion backed by major new airline deals. The Defense & Propulsion Technologies (DPT) segment similarly accelerated, pushing revenue up 19% to $3.2 billion and driving a 17% profit bump. Operationally, the company streamlined oversight when Mohamed Ali assumed the role of CES President and CEO on February 1, 2026, taking unified control over the entire commercial engine lifecycle. Improved corporate liquidity and financial health also earned the firm a Moody’s credit upgrade to A2.

Bulls argue that surging CES revenue demonstrates exceptional pricing power and demand capture. Conversely, bears caution that ongoing supply chain friction and inflationary pressures could eventually compress operating margins despite the top-line growth. Trading at 35.2x earnings as of April 21, 2026, the stock retains a premium valuation requiring uninterrupted operational perfection.

What to watch: supply chain capacity improvements; strategic execution of CES lifecycle management under new leadership

Recent SEC Filings

  1. 8-KGENERAL ELECTRIC CO 8-K Report, Executive Changes (Sep 22, 2026)General Electric Company (GE Aerospace) has filed a Form 8-K to update on key board-level changes. The filing confirms the appointment of Judson Althoff to the Audit Committee, effective September 21, 2026. Mr. Althoff was previously elected to the Board of Directors on June 24, 2026. Furthermore, the company announced a significant change in its governance structure with the appointment of Wesley Bush as the independent Lead Director, also effective September 21, 2026. These appointments signal ongoing adjustments to the company's board composition and oversight responsibilities, particularly within critical areas like financial auditing and independent board leadership.
  2. 8-KGENERAL ELECTRIC CO 8-K Report, Regulation FD Disclosure (Sep 8, 2026)General Electric Company (GE), operating as GE Aerospace, announced a significant strategic acquisition on September 8, 2026, agreeing to purchase Consolidated Precision Products (CPP) for $11.75 billion in cash. CPP is a key manufacturer of highly engineered castings, which are crucial components in the aerospace industry. This acquisition is poised to strengthen GE Aerospace's vertical integration capabilities and enhance its supply chain control, potentially leading to improved efficiency and cost management in its operations. The transaction is anticipated to close in the second half of 2027, subject to regulatory approvals and other customary closing conditions. Investors should note that while this acquisition represents a substantial investment and a strategic move to bolster its aerospace segment, the filing also includes standard forward-looking statements cautioning about the uncertainties inherent in such transactions. These uncertainties include the ability to secure all necessary approvals, the precise timing of the close, and the realization of expected benefits. GE Aerospace has also furnished an investor presentation and press release detailing this announcement, which are available for further review.
  3. 8-KGENERAL ELECTRIC CO 8-K Report, Financial Results (Jul 16, 2026)General Electric Company, operating as GE Aerospace, has announced its financial results for the second quarter of 2026 via an 8-K filing. The company released its earnings on July 16, 2026, making the information available on its investor relations website. Investors should note that the specific details of these results are presented as an exhibit, incorporated by reference into the filing. The company has stipulated that this information is furnished and not deemed "filed" under Section 18 of the Exchange Act, nor will it be incorporated by reference into future filings under the Securities Act of 1933 or the Exchange Act.
  4. 8-KGENERAL ELECTRIC CO 8-K Report, Bylaw Amendment (Jun 25, 2026)General Electric Company (GE), now operating as GE Aerospace, announced on June 25, 2026, significant amendments to its By-Laws, effective immediately. These changes are primarily focused on corporate governance and shareholder engagement procedures, particularly concerning the nomination of directors and proxy solicitations. Key among these amendments are enhanced requirements for shareholder nominations, aligning with Rule 14a-19 of the Securities Exchange Act of 1934. The By-Laws now also specify requirements for the accuracy of nomination information as of the record date and ten business days prior to the meeting. Additionally, shareholders soliciting proxies will be required to use a proxy card color other than white. The company has also established exclusive forum provisions for legal proceedings, designating New York courts for certain state-level corporate law claims and federal courts for claims under the Securities Act of 1933.
  5. 8-KGENERAL ELECTRIC CO 8-K Report, Executive Changes (Jun 11, 2026)General Electric Company (GE), operating as GE Aerospace, announced a significant change to its Board of Directors with the election of Judson Althoff, effective June 24, 2026. This appointment will lead to an increase in the size of the Board to accommodate Mr. Althoff. The Board has affirmed that Mr. Althoff meets all independence criteria according to both New York Stock Exchange standards and the Company's internal guidelines. Mr. Althoff will be integrated into the existing compensation and benefit program for independent directors, details of which were previously disclosed in the Company's May 5, 2026 Proxy Statement. While his election is confirmed, no committee assignments for Mr. Althoff have been announced at this time. This move signals potential strategic additions to the board's oversight and governance.
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