Skip to content
AnalystLens

GENERAL ELECTRIC COGE

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

Stock Price $GE

Latest filings

You are here#2 of 57 in Industrials by market cap

Filing record · 2016–202610-K1110-Q348-K179

GE filed 11 annual reports (10-K), 34 quarterly reports (10-Q) and 179 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

01—Key figures

Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025

Revenue Trend

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

  19. $45.85B
YoY changeLargest recent move−48.4%in FY22Latest +18.5%

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

View full history →
All GE Financial Metrics61 metrics

Income Statement16

Balance Sheet27

Cash Flow13

Per Share5

02—Overview

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

03—Filings

Recent SEC Filings

  1. 8-KGENERAL ELECTRIC CO 8-K Report, Financial Results (Oct 20, 2026)General Electric Company (GE) reported its third-quarter 2026 financial results, showcasing robust performance driven by strong demand across its aerospace segments. The company, operating as GE Aerospace, experienced significant growth in orders, revenue, and earnings per share, leading to an upward revision of its full-year 2026 guidance. This positive momentum is attributed to strong performance in commercial services and engine deliveries, supported by strategic initiatives like the planned acquisition of Consolidated Precision Products (CPP) to expand manufacturing capacity. Key financial highlights include a substantial increase in total orders and revenue, with particularly strong growth in the Commercial Engines & Services (CES) segment. The company also demonstrated improved operating profit and margins, underscoring operational efficiency. GE Aerospace is actively investing in future technologies and capacity expansion to meet growing customer needs and maintain its leadership position in the aerospace market.
  2. 8-KGENERAL ELECTRIC CO 8-K Report, Executive Changes (Sep 22, 2026)GE Aerospace (NYSE: GE) filed this Form 8-K dated September 22, 2026 to report two board-level governance changes, neither of which involves financial results, guidance, or operational events. First, the Board appointed Judson Althoff, who was elected to the Board effective June 24, 2026, to the Audit Committee effective September 21, 2026. The filing notes that the June 2026 8-K had not yet assigned him a committee, so this update is a disclosure catch-up rather than a new development in the company's situation. Second, the independent directors named Wesley (Wes) Bush as independent Lead Director effective September 21, 2026, succeeding Tom Horton, who had held the role since 2018 and will remain on the Board. Bush is a former Chairman and CEO of Northrop Grumman and brings deep aerospace and defense experience. CEO H. Lawrence Culp, Jr. praised both Horton's leadership and Bush's expertise, framing the transition as continuity with an emphasis on safety, customers, and future propulsion technologies. For investors, this filing is low-impact from a financial standpoint. It carries no reported financial figures, no guidance changes, and no compensation terms for the new appointments. Its relevance lies mainly in board governance: the Lead Director role provides independent oversight of management, and an experienced aerospace executive taking that role, along with an Audit Committee addition, may be viewed as a modest positive for oversight continuity. Investors should look to future proxy materials for details on committee composition and director compensation.
  3. 8-KGENERAL ELECTRIC CO 8-K Report, Regulation FD Disclosure (Sep 8, 2026)GE Aerospace (NYSE: GE) announced on September 8, 2026 that it has signed an agreement to acquire Consolidated Precision Products (CPP), a Cleveland-based manufacturer of highly engineered investment and precision sand castings, from private equity owners Warburg Pincus and Berkshire Partners, for a cash purchase price of $11.75 billion, subject to closing adjustments. The purchase is to be financed with $7 billion of existing cash and the balance with new debt, and management states there is no change to its capital allocation plans. The deal is expected to close in the second half of 2027, subject to regulatory approvals and customary conditions. The strategic rationale centers on castings capacity. GE Aerospace says demand for airfoils is growing more than 30% across commercial engines, aftermarket and defense, and CPP, which employs about 6,600 people across more than 20 facilities and is a key supplier on programs such as LEAP, GEnx, T700, F110 and F404, would give GE direct control over that capacity. Management also expects the combination to speed development of new proprietary airfoil technology by integrating design and manufacturing, and to extend GE's FLIGHT DECK operating system into CPP's plants. Financially, management presents the deal as accretive to adjusted EPS and free cash flow in year one (excluding one-time costs and deal-related amortization). The purchase price equates to roughly 18x 2027 EBITDA including expected net synergies of about $200 million, or roughly 26x without them, and management targets a double-digit ROIC by year five. Because the 8-K is a Regulation FD and Other Events filing and the presentation and press release are furnished rather than filed, the disclosure is primarily a strategic and valuation announcement; investors should note that the projections are forward-looking and that the closing timeline and synergy estimates remain subject to execution and regulatory review.
  4. 8-KGENERAL ELECTRIC CO 8-K Report, Financial Results (Jul 16, 2026)GE Aerospace (NYSE: GE) reported second-quarter 2026 results on July 16, 2026, showing strong growth led by its Commercial Engines & Services (CES) segment. Total orders were $16.5B (+17%), GAAP revenue was $13.3B (+21%), and adjusted revenue was $12.6B (+24%). GAAP profit rose 17% to $2.8B, while operating profit grew 18% to $2.7B, though operating margin contracted 130 bps to 21.7% due to engine growth including the GE9X, investments, and inflation. Continuing GAAP EPS was $2.30 (+23%) and adjusted EPS was $2.02 (+22%). Free cash flow reached $3.0B (+43%), and first-half FCF of $4.7B (+31%) reflects strong cash generation. The headline for investors is the raised full-year 2026 guidance across all key metrics. Adjusted revenue growth is now expected to be high-teens (previously low-double-digits), operating profit is now $10.55-$10.75B (previously $9.85-$10.25B), adjusted EPS is now $7.65-$7.85 (previously $7.10-$7.40), and FCF is now $8.9-$9.2B (previously $8.0-$8.4B). CES services revenue is now expected to grow in the low 20s percent, and management cites a backlog of over $210B and record internal shop visit output as drivers of visibility. While results are strong, investors should note that the operating margin decline, the continued reliance on services growth, and the non-GAAP nature of many headline metrics warrant attention. The company also flagged ongoing risks including supply chain constraints, geopolitical and trade tensions, and capital needs tied to its run-off insurance operations and Bank BPH mortgage portfolio in Poland. The filing itself is a furnished Item 2.02 disclosure, so the earnings release is not deemed 'filed' under Section 18 of the Exchange Act.
  5. 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.
View all 8-K filings →
View all filings (10-K, 10-Q, 8-K, proxy & more) →

04—See also

Related Companies

Annual revenue over each company’s last eight fiscal years, each strip on its own scale from zero.