GENERAL ELECTRIC CO(GE)Stock Analysis
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Rank #146 of 2,879 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
GE Stock Analysis & AI Quality Score
AI stock analysis and institutional research for GENERAL ELECTRIC CO (GE), a Technology sector company. 13F Pro's AI-powered ranking engine scores GE at 74.8/100 on a 32-signal composite quality model, placing it at rank #146 of 2,879 stocks — the top 10% of the AI-ranked universe. GE scores in the top quartile across revenue scale (97.2), profitability (78.4), balance sheet strength (78.2). Areas of concern include institutional flow (17.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), GENERAL ELECTRIC CO reports quarterly revenue of $13.3B, net income of $2.4B, an operating margin of 21.0%. Top institutional holders of GE by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, FMR, based on the most recent SEC filings. GE trades on the NYSE exchange and files with the SEC under CIK 40545. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate GE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for GENERAL ELECTRIC CO directly from SEC EDGAR. GENERAL ELECTRIC CO's 13F Pro composite quality score has ranged between 8 and 75 since 2021, currently 74.8 — an improving long-term trajectory across 57 quarterly and live scoring snapshots.
What's Driving GE's Business? Latest 10-Q Breakdown
✓ 21/21 datapoints verifiedAI-extracted from GENERAL ELECTRIC CO's 10-Q filed 2026-07-16 — Q2 FY2026 (six months ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
GE Aerospace revenue surged 23% to $25.7B in H1 2026, driven by 30% growth in Commercial Engines services and 37% engine delivery increases amid strong aftermarket demand.
Biggest Revenue Drivers
Total revenue: $25.7B+23% YoY
Increased internal shop visit volume and workscopes, higher spare parts volume and pricing, increased engine deliveries.
Increased volume and price, including higher Defense & Systems engine deliveries.
Run-off insurance operations supporting long-duration insurance liabilities.
Largest Expense Items
Higher install engine deliveries and growth investment.
Increased shop visit volume, spare parts volume and inflation impacts.
Supporting growth in commercial and defense segments.
Total engineering investments increased as company advances future of flight priorities.
Margins: Operating profit margin contracted 160 basis points to 21.8%, reflecting inflation, mix, and incremental growth investments partially offset by volume and pricing. Gross margins compressed on higher equipment deliveries and elevated costs, though service margins remained strong on shop visit and spare parts growth.
Watch Items from the Filing
- Bank BPH litigation exposure of $1.8B as of June 30, 2026, down from $2.3B year-end, related to Polish floating-rate mortgage portfolio with ongoing individual borrower lawsuits; settlement program adopted with uncertain future impact.
- Supply chain constraints remain material; company investing $1B in U.S. manufacturing and hiring 5,000 workers in 2026 to address material availability and production constraints affecting delivery schedules.
- GE Vernova credit support obligations of approximately $7.0B (89% reduction since end of 2023), with ~$5.0B contractually maturing by end of 2030; GE Aerospace remains obligated to perform if obligor defaults.
- Remaining Performance Obligation jumped $20.2B (11%) to $210.8B, primarily at Commercial Engines & Services from commercial actions and long-term service agreement increases, providing strong revenue visibility.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$13.3B
Net Income
Q2 2026
$2.4B
Free Cash Flow
Q2 2026
$2.9B
Operating Margin
Q2 2026
21.0%
D/E Ratio
Q2 2026
1.09
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+9.5% YoYNet Income
-30.9% YoYEPS (Diluted)
-28.3% YoYTotal Assets
-28.9% YoYTotal Debt
-6.1% YoYOp. Cash Flow
-9.2% YoY| Metric | FY 2024 | FY 2023 | FY 2020 | FY 2019 | FY 2018 | FY 2017 |
|---|---|---|---|---|---|---|
| Revenue | $38.70B +9.5% | $35.35B -53.4% | $75.83B -15.9% | $90.22B -7.0% | $97.01B -2.3% | $99.28B |
| Net Income | $6.56B -30.9% | $9.48B +66.2% | $5.70B +214.6% | $-4.98B +77.7% | $-22.36B -163.5% | $-8.48B |
| EPS (Diluted) | $5.99 -28.3% | $8.36 +80.2% | $4.64 +193.0% | $-4.99 -90.5% | $-2.62 -154.4% | $-1.03 |
| Total Assets | $123.14B -28.9% | $173.30B -32.4% | $256.21B -3.7% | $266.05B -14.5% | $311.07B -15.8% | $369.25B |
| Total Debt | $19.27B -6.1% | $20.52B -72.6% | $74.90B -17.6% | $90.88B -12.3% | $103.60B -23.0% | $134.59B |
| Operating Cash Flow | $4.71B -9.2% | $5.19B +45.4% | $3.57B -59.1% | $8.73B +75.5% | $4.98B -24.0% | $6.55B |
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Available Research
13F Pro tracks comprehensive data for GENERAL ELECTRIC CO including:
Top Institutional Holders of GE
BlackRock, Inc.
$25.8B90,744,918 shVANGUARD CAPITAL MANAGEMENT LLC
$18.9B66,432,068 shFMR LLC
$14.6B51,626,167 shTCI Fund Management Ltd
$13.5B47,510,431 shSTATE STREET CORP
$12.9B45,337,044 shCapital Research Global Investors
$9.9B34,724,628 shGEODE CAPITAL MANAGEMENT, LLC
$7.2B25,371,615 shCapital International Investors
$5.4B19,219,409 shVANGUARD PORTFOLIO MANAGEMENT LLC
$4.6B16,150,730 shCapital World Investors
$4.4B15,366,155 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $25.8B | 90,744,918 |
| VANGUARD CAPITAL MANAGEMENT LLC | $18.9B | 66,432,068 |
| FMR LLC | $14.6B | 51,626,167 |
| TCI Fund Management Ltd | $13.5B | 47,510,431 |
| STATE STREET CORP | $12.9B | 45,337,044 |
| Capital Research Global Investors | $9.9B | 34,724,628 |
| GEODE CAPITAL MANAGEMENT, LLC | $7.2B | 25,371,615 |
| Capital International Investors | $5.4B | 19,219,409 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.6B | 16,150,730 |
| Capital World Investors | $4.4B | 15,366,155 |
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Is GE a good stock to buy?
13F Pro's AI-powered analysis of GENERAL ELECTRIC CO (GE) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for GE are available on the GE stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own GE?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling GE. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of GENERAL ELECTRIC CO's investment landscape.