GE · Full Picture

GENERAL ELECTRIC CO — the full picture

Earnings window · 2026-07-16 to 2026-11-09

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

What to look at first

  1. Guidance / Outlook · Guidance & outlookPriority 97
    +51.6% revenue; 4 sources (news, press_release, sec_filing, transcript); 23 forward row(s); quote_verified
    Operating profit is projected to be in a range of $10.55 billion-$10.75 billion for 2026.
  2. Capital Return Program · Buybacks & dividendsPriority 89
    -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. Order Backlog and Book-to-Bill · Demand, orders & backlogPriority 87
    +131.1% revenue; 3 sources (news, press_release, transcript); 7 forward row(s); quote_verified
    GENERAL ELECTRIC CO said year-to-date DPT backlog was over $30 billion, up over $5 billion since the start of the year.
  4. Revenue Performance and Mix · Revenue growth & mixPriority 85
    +9.0% revenue; 4 sources (news, press_release, sec_filing, transcript); 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.
  5. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 84
    +18.5% revenue; 3 sources (news, press_release, transcript); 13 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.
  6. Operating Expense Trends · Operating expenses (SG&A)Priority 82
    -22.4% operating_income (realized); 4 sources (news, press_release, sec_filing, transcript); 2 forward row(s); quote_verified
    GENERAL ELECTRIC CO expects corporate costs and eliminations trending toward the lower end of the $1.2 billion–$1.3 billion range for 2026.
  7. Remaining Performance Obligation (RPO) · Demand, orders & backlogPriority 79
    +88.8% revenue; 4 forward row(s); structured_verified
    At June 30, 2026 total RPO: $210,790 million.
  8. Defense Contract Awards · UnclassifiedPriority 77
    +18.5% revenue; 2 sources (news, press_release); 2 forward row(s); quote_verified
    GE Aerospace announced signing a contract worth up to $2.9B to provide ongoing support for the F414 engines powering the U.S. Navy's F/A-18 and EA-18G fleets
  9. Customer Dynamics · Customers & concentrationPriority 76
    4 sources (news, press_release, sec_filing, transcript); 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.
  10. Products and Technology · Products & launchesPriority 76
    4 sources (news, press_release, sec_filing, transcript); 4 forward row(s); quote_verified
    GE completed certification for the LEAP 1-B durability kit, including upgraded HPT blade, which is expected to deliver approximately double time-on-wing for that engine.
  11. Market Demand Trends · Demand, orders & backlogPriority 74
    4 sources (news, press_release, sec_filing, transcript); 1 forward row(s); quote_verified
    CES internal shop visit revenue growth was 30% in the first half of 2026.
  12. Supply Chain Constraints · Supply chain & operationsPriority 71
    4 sources (news, press_release, sec_filing, transcript); 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 98 · 10 threads

Costs & Margins Priority 93 · 7 threads

Capital & Balance Sheet Priority 97 · 9 threads

Strategy & Portfolio Priority 87 · 3 threads

Legal, Regulatory & Policy Priority 56 · 3 threads

Guidance & Outlook Priority 97 · 1 thread

Macro & Market Conditions Priority 73 · 5 threads

Management & Governance Priority 27 · 3 threads

Unclassified Priority 97 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
revenue+317.4%+406.5%+22.4%
cash-22.8%+23.7%-0.5%
liability-16.4%+16.4%+1.4%
operating_income+4.0%+4.0%-2.9%
assets+2.5%+2.5%+9.2%
margin——-2.7%
net_income——+8.1%