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General Electric

GE on NYSE. Electronic & other electrical equipment (no computer equip). Market value $317.8bn.

Watch this stockFree. We tell you when something changes.

Price checks use the past 12 months to June 2026. Some use the latest annual report instead, as marked. Quality checks use five annual reports, the latest for the year to December 2025.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

What to watch out for

See Industrials stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
past 12 months to June 2026
2.6%low

For every $100 of what the whole company costs, it produced $2.62 of spare cash in the past 12 months. A savings account pays about $4.

Price to profit
annual report to December 2025
n/a

The filings do not give us enough to work this out.

Return on capital
five annual reports to December 2025
n/a

The filings do not give us enough to work this out.

Quality score: 59 of 100. Price score: 46 of 100. Our list needs 70 on quality and 60 on price.

$309.39 a share, 15% above its 1-year low

Over the past year the price has ranged from $268.91 to $388.84.

Expected to report results Tuesday 20 Oct, before the market opens.

Dividend: 0.5% a year

Paid every year for at least 5 years

Payouts have jumped around in recent years, so this may not repeat.

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

2.1
4.4
4.3
3.7
7.3
8.4
2021202220232024202512 monthsto Jun '26
Revenue
$56.5bn$29.1bn$35.3bn$38.7bn$45.9bn
Operating margin
n/an/an/an/an/a
Debt to equity
0.870.710.751.001.10
Shares outstanding
1.09bn1.09bn1.07bn1.05bn1.04bn

Health checks

  • Free cash flow positive5 of 5 years
  • Accounting looks honest (Beneish)Not enough data
  • Financial strength (Piotroski)5 of 8 checks we could run
  • Profit backed by cash (accruals)Yes
  • Debt1.10× equity
  • Revenue growth, five yearsShrinking, 9.6% a year
  • Buying back its own sharesYes, 5% fewer since 2021

The quarter to June 2026

How the business did, compared with the same quarter a year earlier.

  • Sales: $13.3 billion last quarter, up 21% on a year ago.
  • Profit: $2.4 billion, up 17% on a year ago.
  • Spare cash over the past 12 months: $8.4 billion, up from $5.5 billion.
  • 2% fewer shares than a year ago. Each share owns a bit more of the company.
  • Debt is $9.8 billion more than cash, up from $8 billion a year ago.
  • Sales grew on a year ago in each of the last 4 quarters.
Sales by quarter
Sales by quarter
Quarter toAmount
September 2024$9.8bn
December 2024$10.8bn
March 2025$9.9bn
June 2025$11.0bn
September 2025$12.2bn
December 2025$12.7bn
March 2026$12.4bn
June 2026$13.3bn
Profit by quarter
Profit by quarter
Quarter toAmount
September 2024$1.9bn
December 2024$1.9bn
March 2025$2.0bn
June 2025$2.0bn
September 2025$2.2bn
December 2025$2.5bn
March 2026$1.9bn
June 2026$2.4bn

From the company's quarterly reports to the SEC.

Dates

Next results (estimated)
20 October 2026
Last annual report (10-K)
29 January 2026
Next quarterly (estimated, 10-Q)
15 October 2026

Who owns it

18 long-term investors we follow own it, unchanged from 18 last quarter. 3,437 funds in all.

Jun '25
Dec '25
Jun '26

Sold out this quarter

Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

3 investors own more than 5%.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought shares on the open market in the last 12 months. 5 sold $21m.

  • Giglietti Robert M.
    Vice President
    Sold
    Date
    11 August 2026
    Shares
    10,242
    Price
    $369.92
    Value
    $4m
  • Ali Mohamed
    Senior Vice President
    Sold
    Date
    24 July 2026
    Shares
    8,096
    Price
    $353.71
    Value
    $3m
  • Procacci Riccardo
    Senior Vice President
    Sold
    Date
    23 July 2026
    Shares
    1,517
    Price
    $347.92
    Value
    $527,795
  • Procacci Riccardo
    Senior Vice President
    Sold
    Date
    3 February 2026
    Shares
    800
    Price
    $310.11
    Value
    $248,088
  • Gowder Amy L
    Senior Vice President
    Sold
    Date
    2 February 2026
    Shares
    4,000
    Price
    $305.73
    Value
    $1m
  • Giglietti Robert M.
    Vice President
    Sold
    Date
    30 January 2026
    Shares
    3,035
    Price
    $305.51
    Value
    $927,235
  • Stokes Russell
    Senior Vice President
    Sold
    Date
    30 January 2026
    Shares
    30,363
    Price
    $306.47
    Value
    $9m
  • Stokes Russell
    Senior Vice President
    Sold
    Date
    19 November 2025
    Shares
    8,000
    Price
    $297.71
    Value
    $2m

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 29 Jan 2026, plus the 10-Q filed 16 Jul 2026 and 7 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

What could go wrong

  • Sales have shrunk: 9.6% a year.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
Create a free account to run it

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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.