General Electric Company


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SKU: GE-1 Category:


General Electric managed to exceed Wall Street expectations in terms of revenue and earnings. The company experienced double-digit orders, revenue, operating profit, and cash increase, fueled by service strength, strong market demand, and the lean transformation in its more focused businesses. GE Aerospace is fast expanding as the team executes on the ramp for their clients. GE Vernova is also increasing spin with significant orders, improved profitability in Renewable Energy, and continuing margin expansion in Power. Besides, they monetized a portion of their GE HealthCare interest this quarter. Renewals drove a large increase in equipment. This includes two sizable HVDC projects with Tenet and Grid as well as orders with better margins from U.S. Onshore Wind. Furthermore, General Electric took steps to lessen its exposure to legacy liabilities. Given the strength of GE Aerospace and the improvement at GE Vernova, they are now guiding for a range of $4.1 billion to $4.6 billion in free cash flow and $4.7 billion to $5.1 billion in operating profit. We give General Electric a ‘Hold’ rating with a revised target price.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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