Company Dossier · Industrials
General Electric
- S&P 500
- S&P 100
- Russell 1000
What General Electric is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to September 30, 2026: $52.6 billion, up 20% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to September 30, 2026: $8.02 billion, up 25% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to September 30, 2026: $1.43 billion, up 29% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $7.55 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $1.99 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (October 20, 2026): sentiment 0.75 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.82 of 1.Palanor Discourse
- Guidance in the last 90 days: 1 outlook figure raised, 0 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed January 29, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $7.2 million on the open market.SEC Form 4
- 3,439 institutional managers reported a position at June 30, 2026 (+225 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 19 (20 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What General Electric is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Confident
Expanding ↔ Retrenching
Steady
- Capital spending59th pct
- Debt raised—
- Buybacks vs capex29th pct
- Hiring filings46th pct
- Deals and private raises37th pct
- Patent publications82nd pct
Confident ↔ Hedging
Confident
- Call sentiment67th pct
- Call confidence56th pct
- Guidance changes76th pct
- Risk factors added71st pct
- Insider open-market trades44th pct
- + Guidance changes
- + Call sentiment
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver74th pct
- Stress filings50th pct
Credit
How these are built →General Electric's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$19.3B
- Due within a year $2.3B
- Longer term $17.0B
- Default point $10.8B (short + ½ long)
Finance leases included · Sep 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jul 22, 2025 | $1B | 4.300% | 2030 (5y) | +47bp | 4.345% |
| Jul 22, 2025 | $1B | 4.900% | 2036 (11y) | +62bp | 4.950% |
From the pricing term sheets General Electric filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (ELEVATE GOVERNMENT AFFAIRS, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (GENERAL ELECTRIC COMPANY (INCLUDING SUBSIDIARIES))third_quarter 2026 · $0.8 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 18, 2026LobbyingLobbying report (CONTINENTAL STRATEGY, LLC)third_quarter 2026 · $0.1 million
- Sep 22, 20268-KDirector or officer changeItem 5.02
- Jul 27, 2026LobbyingLobbying report (HITHER CREEK STRATEGIES, LLC)second_quarter 2026 · $0.0 million
- Jul 21, 2026LobbyingLobbying report (ELEVATE GOVERNMENT AFFAIRS, LLC)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (GENERAL ELECTRIC COMPANY (INCLUDING SUBSIDIARIES))second_quarter 2026 · $0.8 million
- Jul 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)second_quarter 2026 · $0.0 million
- Jun 25, 2026Federal awardFederal award from Department of Defense$26.7 million
- Jun 11, 20268-KDirector or officer changeItem 5.02
- May 29, 2026Federal awardFederal award from Department of Defense$13.9 million
- May 7, 20268-KDirector or officer changeItem 5.02
- May 7, 20268-KShareholder vote resultsItem 5.07
- Apr 29, 2026Federal awardFederal award from Department of Defense$17.2 million
- Apr 15, 2026Federal awardFederal award from Department of Homeland Security$14.1 million
- Apr 9, 2026Federal awardFederal award from Department of Defense$23.6 million
- Jan 29, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 15, 20268-KDirector or officer changeItem 5.02
- Dec 2, 2025Trademark
- Nov 7, 2025Trademark
- Oct 1, 20258-KDirector or officer changeItem 5.02
- Aug 27, 2025Risk event
- Aug 14, 2025Trademark
- Aug 4, 2025Risk event
- May 13, 2025Risk event
- May 9, 20258-KShareholder vote resultsItem 5.07
- May 1, 2025Risk event
- Apr 8, 2025Trademark
- Mar 6, 2025Trademark
- Feb 23, 2025Risk event
- Feb 3, 202510-KAnnual report (10-K)3 risk factors added, 3 removed
- Feb 2, 202410-KAnnual report (10-K)0 risk factors added, 74 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Honeywell International HON | $38.1B | $4.0B | Jun 30, 2026 |
| Eaton Corp. ETN | $30.0B | $3.9B | Jun 30, 2026 |
| 3M MMM | $25.3B | $2.7B | Sep 30, 2026 |
| Emerson Electric EMR | $18.6B | $3.5B | Jun 30, 2026 |
| DuPont DD | $7.0B | — | Jun 30, 2026 |
| Carlisle Companies CSL | $5.1B | $0.9B | Jun 30, 2026 |
| General Dynamics GD | $53.8B | $6.2B | Apr 5, 2026 |
| Uber Technologies UBER | $55.2B | $10.1B | Jun 30, 2026 |