General Electric Company
ge.comWhat Do They Do?
Builds commercial and defense aircraft engines and sells spare parts and maintenance services to customers, including the U.S. government.
10-K for FY2025, filed Jan 29, 2026REVENUE FROM THE SALE OF EQUIPMENT. We recognize revenue for equipment including commercial install and spare aircraft engines, defense…View ↗
Long-term Services Agreements. We enter into long-term services agreements with our customers primarily within our Commercial Engines and…View ↗
Development Agreements. We enter into long-term development agreements primarily within our Defense & Propulsion Technologies segment. The…View ↗
How Do They Make Money?
Services are the larger business: customers pay for long-term maintenance and overhauls through periodic bills or when service occurs, generally based on equipment use; equipment is generally paid for on delivery.
10-K for FY2025, filed Jan 29, 2026Long-term Services Agreements. We enter into long-term services agreements with our customers primarily within our Commercial Engines and…View ↗
Our rights to consideration for these arrangements are generally based on the utilization of the asset (e.g., per hour of usage) and…View ↗
REVENUE FROM THE SALE OF EQUIPMENT. We recognize revenue for equipment including commercial install and spare aircraft engines, defense…View ↗
Our billing terms for these contracts generally coincide with delivery to the customer. We sometimes offer our customers financing…View ↗
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10-K for FY2025, filed Jan 29, 2026
FY2025 revenue by product or service ↗
$45.9B
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10-K for FY2025, filed Jan 29, 2026
$45.9B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Equipment
Sold outright
10-K for FY2025, filed Jan 29, 2026 |
29%
FY2022: 29%
|
Equipment, FY2025
$13.4B Sources
|
Sold outright |
|
Services
|
66%
FY2022: 63%
|
Services, FY2025
$30.4B Sources
|
Who Are Their Customers?
Commercial engine agreements include airlines; most defense development agreements are with the U.S. government.
8-K, filed Jul 16, 2026 10-K for FY2025, filed Jan 29, 2026Increased material input from priority suppliers double-digits sequentially and year-over-year, contributing to Commercial Engines &…View ↗
Development Agreements. We enter into long-term development agreements primarily within our Defense & Propulsion Technologies segment. The…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 19 cents of every revenue dollar as net income in FY2025 and turned 16 cents into free cash flow.
How Are They Changing?
10-Q for Q3 FY2026, filed Oct 20, 2026
Open tableView ↗
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Sep 8, 2026
Agreed to acquire Consolidated Precision Products
The $11.75 billion cash purchase is expected to close in the second half of 2027, subject to approvals and closing conditions.
Sources
8-K, filed Sep 8, 2026
On September 8, 2026, the Company issued a press release announcing the entry into an agreement to acquire Consolidated Precision Products…View ↗
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Jul 16, 2026
Raised 2026 full-year guidance
Raised guidance across the board, including operating profit guidance to $10.55-$10.75 billion.
Sources
8-K, filed Jul 16, 2026
Operating profit margin* $9.1B 21.4% $9.85 - $10.25B $10.55 - $10.75BView ↗
Shrinking. Revenue fell 19% in 4 years, from $56.5B in FY2021 to $45.9B in FY2025, about 5% a year.
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