Industrials · NYSE/NASDAQ: GE
GENERAL ELECTRIC CO
Aerospace & Defense
Market Cap $357.09B
Verdict: Average
Quality Scores
Multi-Bagger
62/100
Compounder Quality
78/100
Management Credibility
90/100
Governance
80/100
Cash Flow Quality
82/100
AI Summary
General Electric (GE) has undergone one of the most complex corporate restructurings in industrial history, transitioning from a bloated conglomerate to a focused aerospace entity. The decade was defined by massive deleveraging, the divestiture of GE Capital, and the eventual spin-offs of GE HealthCare and GE Vernova. While 2017-2018 marked a near-collapse due to legacy liabilities, the current 'GE Aerospace' core shows significantly improved margins and structural clarity. The 2025 revenue surge to $45.85B and net income of $8.70B reflect the successful completion of the strategic 'Breakup'…
Top Opportunities
- Successful deleveraging from over $100B in debt
- Transformation into pure-play GE Aerospace
- Significant improvement in operating cash flow conversion
Top Risks
- Significant 10-year revenue decline due to asset sales
- Historical massive writedowns from GE Capital and Alstom
- Long-term liabilities related to legacy LTC insurance
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