GE · Full Picture

GENERAL ELECTRIC CO — the full picture

Earnings window · 2026-06-25 to 2026-09-24 · anchored on the 10-Q report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Revenue Performance and Mix · Revenue growth & mixPriority 92
    +9.0% revenue; 3 sources (news, press_release, sec_filing); 3 forward row(s); structured_verified
    For the three months ended June 30, 2026, adjusted net income (Non-GAAP) was $2,114 million and adjusted EPS $2.02, an increase of 22% in Adjusted EPS.
  2. Capital Return Program · Buybacks & dividendsPriority 90
    -16.0% cash; 2 sources (news, sec_filing); 2 forward row(s); structured_verified
    The Board of Directors authorized up to $20 billion of common share repurchases in December 2025.
  3. Guidance / Outlook · Guidance & outlookPriority 86
    +7.6% operating_income; 3 sources (news, press_release, sec_filing); 18 forward row(s); quote_verified
    GE Aerospace raised its full-year 2026 guidance anticipating operating profit between $10.55 billion and $10.75 billion.
  4. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 81
    +12.5% assets; 2 sources (news, press_release); 10 forward row(s); quote_verified
    General Electric Company signed an agreement to acquire Consolidated Precision Products, Corp. for $11.8 billion, with the acquisition priced at $11.75 billion subject to adjustments, to be financed with $7 billion in cash and new debt.
  5. Remaining Performance Obligation (RPO) · Demand, orders & backlogPriority 80
    +88.8% revenue; 4 forward row(s); structured_verified
    At June 30, 2026 total RPO: $210,790 million.
  6. Gross Margin and Margin Drivers · Gross marginPriority 71
    +9.0% operating_income (realized); 3 sources (news, press_release, sec_filing); quote_verified
    Profit (GAAP) for the three months ended June 30, 2026: $2,801 million and profit margin 21.0%.
  7. Customer Dynamics · Customers & concentrationPriority 70
    3 sources (news, press_release, sec_filing); 5 forward row(s); quote_verified
    In the first half of 2026 GE Aerospace announced United Airlines and Delta selected GENx for 787 orders, American and Copa selected LEAP for narrowbody orders, and Ryanair signed a long-term material services agreement to support about 2,000 CFM56 and LEAP engines.
  8. Operating Expense Trends · Operating expenses (SG&A)Priority 70
    -22.4% operating_income (realized); 3 sources (news, press_release, sec_filing); quote_verified
    Total costs and expenses (GAAP) for three months ended June 30, 2026: $10,860 million, 22% YoY
  9. Market Demand Trends · Demand, orders & backlogPriority 68
    3 sources (news, press_release, sec_filing); quote_verified
    CES internal shop visit revenue growth was 30% in the first half of 2026.
  10. Capital Allocation · UnclassifiedPriority 67
    2 sources (news, press_release); quote_verified
    The CPP transaction is financed with existing cash and new debt.
  11. Strategic Initiatives and Partnerships · UnclassifiedPriority 67
    +1.4% assets; 3 sources (news, press_release, sec_filing); 9 forward row(s); quote_verified
    GE Aerospace was awarded a NAVAIR contract to supply T408-GE-400 engines for the U.S. Marine Corps' Sikorsky CH-53K King Stallion helicopter in the first half of 2026.
  12. Supply Chain Constraints · Supply chain & operationsPriority 67
    3 sources (news, press_release, sec_filing); quote_verified
    Global material availability continues to cause disruptions and has impacted production and delivery; GE is investing in manufacturing, overhaul facilities and supply chain to increase production and strengthen yield.

Threads by pillar

Revenue & Demand Priority 97 · 10 threads

Costs & Margins Priority 86 · 5 threads

Capital & Balance Sheet Priority 97 · 8 threads

Strategy & Portfolio Priority 83 · 4 threads

Legal, Regulatory & Policy Priority 45 · 3 threads

Guidance & Outlook Priority 86 · 1 thread

Macro & Market Conditions Priority 76 · 4 threads

Management & Governance Priority 33 · 3 threads

Unclassified Priority 96 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
revenue+97.8%+186.9%+98.6%
cash-22.7%+23.8%+0.6%
assets+17.1%+17.1%+9.2%
operating_income+8.4%+8.4%-9.9%
liability-7.1%+7.1%+1.4%
margin——-2.7%
net_income——+5.9%