GENERAL ELECTRIC CO
GE · Electronic & Other Electrical Equipment (No Computer Equip) · 1.04B shares · +0%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: $1.0B (gross $1.2B, SBC $192M)
Reference price $310.11 · est. market cap ~$323.5B — last insider sale, 2026-02-03 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A86GE Aerospace is a dominant wide-moat jet-engine franchise with top-decile returns, high margins and strong cash generation.
Strengths
- Top-decile ROE 46.6% (88th pct) and ROA 6.7% (83rd) with 19% net margin (86th)
- Aerospace engine duopoly with massive installed-base aftermarket moat; revenue and earnings (+33%) growing strongly
- Healthy OCF margin 18.6% (74th)
Risks
- Commercial-aviation cyclicality and supply-chain constraints are the dominant swing factor
- Higher leverage (D/E 1.19, 82nd pct) and run-off insurance/Bank BPH tail liabilities
- Tariff/geopolitical exposure across a global footprint
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- China exposurePolitical developments or policy shifts in areas such as tariffs, export controls, including restrictions on rare earth minerals or other trade barriers, sanctions, technical or local content regulati
- Insider sellingInsider selling — 6 open-market sale(s) by 4 insider(s) (cluster of 4 insiders, ~$12M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
19.0%
Return on equity
46.6%
Return on assets
6.7%
Revenue growth (QoQ)
-2.6%
Net-income growth
32.8%
Debt / equity
1.2×
Current ratio
1.0×
Tangible book value
$5.4B
Stock comp / revenue
0.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-24 | Althoff Judson | Grant | 517 | — |
| 2026-05-05 | Enders Thomas | Grant | 678 | — |
| 2026-05-05 | Bazin Sebastien | Grant | 678 | — |
| 2026-05-05 | Goren Isabella D | Grant | 678 | — |
| 2026-05-05 | Billson Margaret S | Grant | 678 | — |
| 2026-05-05 | McDew Darren W | Grant | 678 | — |
| 2026-05-05 | LESJAK CATHERINE A | Grant | 678 | — |
| 2026-05-05 | HORTON THOMAS W | Grant | 678 | — |
| 2026-05-05 | BUSH WESLEY G | Grant | 678 | — |
| 2026-05-01 | Giglietti Robert M. | Tax withheld | 359 | $286.51 |
| 2026-05-01 | Giglietti Robert M. | Option exercise | 2.4K | — |
| 2026-05-01 | Giglietti Robert M. | Tax withheld | 1.1K | $286.51 |
| 2026-05-01 | Gowder Amy L | Option exercise | 966 | — |
| 2026-05-01 | Gowder Amy L | Tax withheld | 426 | $286.51 |
| 2026-05-01 | GHAI RAHUL | Option exercise | 3.1K | — |
| 2026-05-01 | GHAI RAHUL | Tax withheld | 1.4K | $286.51 |
| 2026-05-01 | Phillips John R, III | Option exercise | 2.3K | — |
| 2026-05-01 | Ali Mohamed | Option exercise | 1.3K | — |
| 2026-05-01 | Ali Mohamed | Tax withheld | 558 | $286.51 |
| 2026-05-01 | Procacci Riccardo | Option exercise | 966 | — |
| 2026-05-01 | Procacci Riccardo | Tax withheld | 416 | $286.51 |
| 2026-05-01 | Phillips John R, III | Tax withheld | 1.1K | $286.51 |
| 2026-05-01 | Meisner Christian | Option exercise | 2.3K | — |
| 2026-05-01 | Meisner Christian | Tax withheld | 1.0K | $286.51 |
| 2026-05-01 | Giglietti Robert M. | Option exercise | 773 | — |
| 2026-03-03 | CULP H LAWRENCE JR | Option exercise | 15K | — |
| 2026-03-03 | CULP H LAWRENCE JR | Tax withheld | 6.2K | $334.14 |
| 2026-03-01 | Giglietti Robert M. | Grant | 11K | — |
| 2026-03-01 | Ali Mohamed | Grant | 15K | — |
| 2026-03-01 | Ali Mohamed | Tax withheld | 6.2K | $342.26 |
| 2026-03-01 | Ali Mohamed | Option exercise | 4.8K | — |
| 2026-03-01 | Ali Mohamed | Tax withheld | 2.1K | $342.26 |
| 2026-03-01 | Procacci Riccardo | Grant | 9.1K | — |
| 2026-03-01 | Procacci Riccardo | Tax withheld | 3.9K | $342.26 |
| 2026-03-01 | Procacci Riccardo | Option exercise | 15K | — |
| 2026-03-01 | Procacci Riccardo | Tax withheld | 6.6K | $342.26 |
| 2026-03-01 | Procacci Riccardo | Option exercise | 2.9K | — |
| 2026-03-01 | Procacci Riccardo | Tax withheld | 1.2K | $342.26 |
| 2026-03-01 | Giglietti Robert M. | Tax withheld | 4.8K | $342.26 |
| 2026-03-01 | Giglietti Robert M. | Option exercise | 3.5K | — |
| 2026-03-01 | Giglietti Robert M. | Tax withheld | 1.6K | $342.26 |
| 2026-03-01 | Gowder Amy L | Grant | 9.1K | — |
| 2026-03-01 | Gowder Amy L | Tax withheld | 4.0K | $342.26 |
| 2026-03-01 | Gowder Amy L | Option exercise | 19K | — |
| 2026-03-01 | Gowder Amy L | Tax withheld | 8.0K | $342.26 |
| 2026-03-01 | Gowder Amy L | Option exercise | 2.9K | — |
| 2026-03-01 | Gowder Amy L | Tax withheld | 1.3K | $342.26 |
| 2026-03-01 | GHAI RAHUL | Grant | 45K | — |
| 2026-03-01 | GHAI RAHUL | Tax withheld | 21K | $342.26 |
| 2026-03-01 | GHAI RAHUL | Option exercise | 14K | — |
| 2026-03-01 | GHAI RAHUL | Tax withheld | 6.7K | $342.26 |
| 2026-03-01 | CULP H LAWRENCE JR | Grant | 402K | — |
| 2026-03-01 | CULP H LAWRENCE JR | Tax withheld | 170K | $342.26 |
| 2026-02-03 | Procacci Riccardo | Sell | 800 | $310.11 |
| 2026-02-02 | Gowder Amy L | Sell | 4.0K | $305.73 |
| 2026-01-30 | Giglietti Robert M. | Sell | 2.0K | $305.70 |
| 2026-01-30 | Giglietti Robert M. | Sell | 1.0K | $305.16 |
| 2026-01-30 | Giglietti Robert M. | Option exercise | 3.0K | $146.33 |
| 2026-01-30 | Stokes Russell | Option exercise | 30K | $148.80 |
| 2026-01-30 | Stokes Russell | Sell | 21K | $306.46 |
| 2026-01-30 | Stokes Russell | Sell | 8.9K | $306.51 |
| 2025-12-01 | Phillips John R, III | Tax withheld | 1.3K | $288.45 |
| 2025-12-01 | Phillips John R, III | Option exercise | 2.7K | — |
| 2025-12-01 | Meisner Christian | Option exercise | 6.8K | — |
| 2025-12-01 | Meisner Christian | Tax withheld | 3.2K | $288.45 |
| 2025-12-01 | BUSH WESLEY G | Grant | 262 | — |
| 2025-11-28 | GENERAL ELECTRIC PENSION TRUST | Buy | 9.8K | $1,021.93 |
| 2025-11-19 | Stokes Russell | Sell | 8.0K | $297.71 |
| 2025-09-01 | GHAI RAHUL | Tax withheld | 7.1K | $275.20 |
| 2025-09-01 | GHAI RAHUL | Option exercise | 37K | — |
| 2025-09-01 | GHAI RAHUL | Tax withheld | 17K | $275.20 |
| 2025-09-01 | GHAI RAHUL | Option exercise | 15K | — |
| 2025-08-13 | GARDEN EDWARD P | Gift | 90 | — |
| 2025-08-05 | Ali Mohamed | Option exercise | 1.5K | $146.33 |
| 2025-08-05 | Ali Mohamed | Sell | 1.1K | $268.80 |
| 2025-08-05 | Ali Mohamed | Sell | 376 | $268.76 |
| 2025-06-01 | Gowder Amy L | Option exercise | 16K | — |
| 2025-06-01 | Gowder Amy L | Tax withheld | 7.3K | $245.91 |
| 2025-05-13 | Procacci Riccardo | Sell | 1.2K | $222.40 |
| 2025-05-13 | Procacci Riccardo | Option exercise | 5.1K | $123.31 |
| 2025-05-13 | Procacci Riccardo | Sell | 3.8K | $222.26 |
| 2025-05-13 | Procacci Riccardo | Sell | 1.1K | $222.78 |
| 2025-05-06 | McDew Darren W | Grant | 968 | — |
| 2025-05-06 | LESJAK CATHERINE A | Grant | 968 | — |
| 2025-05-06 | HORTON THOMAS W | Grant | 968 | — |
| 2025-05-06 | Goren Isabella D | Grant | 968 | — |
| 2025-05-06 | GARDEN EDWARD P | Grant | 968 | — |
| 2025-05-06 | Enders Thomas | Grant | 968 | — |
| 2025-05-06 | Billson Margaret S | Grant | 968 | — |
| 2025-05-06 | Bazin Sebastien | Grant | 968 | — |
| 2025-05-06 | ANGEL STEPHEN F | Grant | 968 | — |
| 2025-04-30 | Ali Mohamed | Sell | 421 | $199.53 |
| 2025-04-29 | Ali Mohamed | Option exercise | 2.0K | $123.31 |
| 2025-04-29 | Ali Mohamed | Sell | 1.6K | $200.67 |
| 2025-04-25 | Giglietti Robert M. | Sell | 957 | $199.58 |
| 2025-04-24 | Giglietti Robert M. | Option exercise | 5.1K | $123.31 |
| 2025-04-24 | Giglietti Robert M. | Sell | 4.1K | $196.73 |
| 2025-03-04 | Ali Mohamed | Sell | 428 | $197.56 |
| 2025-03-04 | Ali Mohamed | Sell | 1.2K | $198.47 |
| 2025-03-04 | Ali Mohamed | Sell | 566 | $200.11 |
| 2025-03-04 | Ali Mohamed | Sell | 1.0K | $201.70 |
| 2025-03-04 | Ali Mohamed | Sell | 721 | $195.17 |
| 2025-03-04 | Ali Mohamed | Sell | 1.4K | $194.31 |
| 2025-03-04 | Ali Mohamed | Sell | 817 | $196.22 |
| 2025-03-01 | Gowder Amy L | Tax withheld | 863 | $206.98 |
| 2025-03-01 | Giglietti Robert M. | Option exercise | 3.0K | — |
| 2025-03-01 | Giglietti Robert M. | Tax withheld | 1.2K | $206.98 |
| 2025-03-01 | Giglietti Robert M. | Option exercise | 3.5K | — |
| 2025-03-01 | Giglietti Robert M. | Tax withheld | 1.1K | $206.98 |
| 2025-03-01 | GHAI RAHUL | Option exercise | 14K | — |
| 2025-03-01 | GHAI RAHUL | Tax withheld | 5.9K | $206.98 |
| 2025-03-01 | Ali Mohamed | Option exercise | 5.0K | — |
| 2025-03-01 | Ali Mohamed | Tax withheld | 1.5K | $206.98 |
| 2025-03-01 | Ali Mohamed | Option exercise | 4.8K | — |
| 2025-03-01 | Ali Mohamed | Tax withheld | 2.1K | $206.98 |
| 2025-03-01 | Procacci Riccardo | Tax withheld | 1.2K | $206.98 |
| 2025-03-01 | Stokes Russell | Option exercise | 6.1K | — |
| 2025-03-01 | Stokes Russell | Tax withheld | 2.7K | $206.98 |
| 2025-03-01 | Stokes Russell | Option exercise | 7.7K | — |
| 2025-03-01 | Stokes Russell | Tax withheld | 3.4K | $206.98 |
| 2025-03-01 | Procacci Riccardo | Option exercise | 5.0K | — |
| 2025-03-01 | Procacci Riccardo | Tax withheld | 2.2K | $206.98 |
| 2025-03-01 | Procacci Riccardo | Option exercise | 2.9K | — |
| 2025-03-01 | Gowder Amy L | Option exercise | 2.9K | — |
| 2025-02-24 | Stokes Russell | Sell | 3.1K | $199.80 |
| 2025-02-21 | Stokes Russell | Option exercise | 12K | $123.31 |
| 2025-02-21 | Stokes Russell | Sell | 8.7K | $201.19 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (1)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-25 | 5.03Exhibits | filing ↗ |
| 2026-06-11 | Exec/director changeExhibits | filing ↗ |
| 2026-05-07 | Exec/director changeShareholder vote | filing ↗ |
| 2026-04-21 | ResultsExhibits | filing ↗ |
| 2026-01-22 | ResultsExhibits | filing ↗ |
| 2026-01-15 | Exec/director changeExhibits | filing ↗ |
| 2025-10-21 | ResultsExhibits | filing ↗ |
| 2025-10-01 | Exec/director changeExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-25 | 2026-06-25 | 0000040545-26-000042 ↗ |
| 8-K | 2026-06-11 | 2026-06-08 | 0000040545-26-000039 ↗ |
| 8-K | 2026-05-07 | 2026-05-05 | 0000040545-26-000032 ↗ |
| 10-Q | 2026-04-21 | 2026-03-31 | 0000040545-26-000027 ↗ |
| 8-K | 2026-04-21 | 2026-04-21 | 0000040545-26-000026 ↗ |
| 10-K | 2026-01-29 | 2025-12-31 | 0000040545-26-000008 ↗ |
| 8-K | 2026-01-22 | 2026-01-22 | 0000040545-26-000005 ↗ |
| 8-K | 2026-01-15 | 2026-01-15 | 0000040545-26-000002 ↗ |
| 8-K | 2025-10-21 | 2025-10-21 | 0000040545-25-000131 ↗ |
| 10-Q | 2025-10-21 | 2025-09-30 | 0000040545-25-000132 ↗ |
| 8-K | 2025-10-01 | 2025-09-29 | 0000040545-25-000126 ↗ |
| 8-K | 2025-07-29 | 2025-07-29 | 0000930413-25-002289 ↗ |