General Electric Co. (GE) stock — is it a good business?

General Electric Co. (GE) stock — is it a good business? — InspectStocks

How it makes money

Commercial Engines & Services74%
Defense & Propulsion Technologies26%

Shares of revenue are estimates for six months ended June 30, 2026, not figures from a filing.

Competes with

RTXPratt & Whitney, a division of RTX
A
Size
$271.7B
Margin
8.8%
RYCEYRolls-Royce Holdings
HONHoneywell International
F
Size
$72.2B
Margin
21.0%

What it sells4

Commercial aircraft engines
Engines including LEAP, GEnx, GE90, and GE9X, used on passenger aircraft. GE sells engines for new aircraft and supports them in service.
Commercial engine services
Engine inspections, repairs, overhauls, replacement parts, and long-term service agreements for airlines and other engine operators.
Military aircraft engines
Engines including the F110, T408, F404, and CT7, used in military aircraft and helicopter programs.
Next-generation propulsion technologies
Developing engine and propulsion systems, including the XA102 adaptive-cycle engine and hybrid-electric flight technology.

Who buys it4

Airlines buy engines for new aircraft and pay for engine maintenance, repairs, overhauls, spare parts, and long-term service agreements; examples named in the filings and call include United Airlines, Delta Air Lines, American Airlines, Copa Airlines, and Ryanair.
Aircraft manufacturers incorporate engines into aircraft they build; GE discusses engines used on Boeing and Airbus aircraft.
Government defense departments and military organizations buy engines, equipment, and support through procurement contracts; examples include the U.S. Navy and Marine Corps and the U.K. Ministry of Defence.
Aircraft and engine maintenance, repair, and overhaul providers perform work on GE engines through GE’s service network.

What it stands on, and what could break it

What the business leans on

1Engine and spare-parts production and service work depend on suppliers delivering materials and components; the company says material availability has disrupted production and customer deliveries.
2Demand for commercial engines and services depends in part on air travel, freight activity, airline finances, and aircraft use.
3A large share of Defense & Systems revenue depends on funding through the U.S. defense budget or equivalent international budgets.
4Service revenue depends on engines already in operation returning for maintenance and on the availability of GE and partner maintenance facilities.

What could go wrong

1Material shortages or supplier constraints can delay engine production, spare-parts shipments, and customer service work.
2Safety, quality, or durability problems with GE engines or products integrated with them could lead to added repair costs, aircraft downtime, and legal or reputational consequences; the company has discussed durability work on LEAP engines.
3Lower air travel or airline financial pressure could reduce engine use, shop visits, spare-parts demand, or customers’ ability to pay, while changes in government defense funding could affect military demand.

Full financial statements →

About General Electric Co.

GE Aerospace makes engines for commercial airliners and military aircraft, along with other propulsion equipment. It also earns revenue by maintaining and repairing engines and selling spare parts. Its installed base is about 80,000 commercial and military engines (June 30, 2026, high), which supports this ongoing service work.

Head office: Evendale, Ohio
Founded: 1892 (as General Electric)
Employees: 57,000 (Q2 2026, high)
Listed on: NYSE
Financial year ends: December 31

Built from General Electric Co.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

Keep exploring

The themes General Electric is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Aerospace and Defense

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Industrials

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

How it makes money

Commercial Engines & Services74%
Defense & Propulsion Technologies26%

Shares of revenue are estimates for six months ended June 30, 2026, not figures from a filing.

Competes with

RTXPratt & Whitney, a division of RTX
A
Size
$271.7B
Margin
8.8%
RYCEYRolls-Royce Holdings
HONHoneywell International
F
Size
$72.2B
Margin
21.0%

What it sells4

Commercial aircraft engines
Engines including LEAP, GEnx, GE90, and GE9X, used on passenger aircraft. GE sells engines for new aircraft and supports them in service.
Commercial engine services
Engine inspections, repairs, overhauls, replacement parts, and long-term service agreements for airlines and other engine operators.
Military aircraft engines
Engines including the F110, T408, F404, and CT7, used in military aircraft and helicopter programs.
Next-generation propulsion technologies
Developing engine and propulsion systems, including the XA102 adaptive-cycle engine and hybrid-electric flight technology.

Who buys it4

Airlines buy engines for new aircraft and pay for engine maintenance, repairs, overhauls, spare parts, and long-term service agreements; examples named in the filings and call include United Airlines, Delta Air Lines, American Airlines, Copa Airlines, and Ryanair.
Aircraft manufacturers incorporate engines into aircraft they build; GE discusses engines used on Boeing and Airbus aircraft.
Government defense departments and military organizations buy engines, equipment, and support through procurement contracts; examples include the U.S. Navy and Marine Corps and the U.K. Ministry of Defence.
Aircraft and engine maintenance, repair, and overhaul providers perform work on GE engines through GE’s service network.

What it stands on, and what could break it

What the business leans on

1Engine and spare-parts production and service work depend on suppliers delivering materials and components; the company says material availability has disrupted production and customer deliveries.
2Demand for commercial engines and services depends in part on air travel, freight activity, airline finances, and aircraft use.
3A large share of Defense & Systems revenue depends on funding through the U.S. defense budget or equivalent international budgets.
4Service revenue depends on engines already in operation returning for maintenance and on the availability of GE and partner maintenance facilities.

What could go wrong

1Material shortages or supplier constraints can delay engine production, spare-parts shipments, and customer service work.
2Safety, quality, or durability problems with GE engines or products integrated with them could lead to added repair costs, aircraft downtime, and legal or reputational consequences; the company has discussed durability work on LEAP engines.
3Lower air travel or airline financial pressure could reduce engine use, shop visits, spare-parts demand, or customers’ ability to pay, while changes in government defense funding could affect military demand.

Full financial statements →

About General Electric Co.

Head office: Evendale, Ohio
Founded: 1892 (as General Electric)
Employees: 57,000 (Q2 2026, high)
Listed on: NYSE
Financial year ends: December 31

How it makes money

Competes with

What it sells4

Who buys it4

What it stands on, and what could break it

What the business leans on

What could go wrong

About General Electric Co.

Keep exploring

The theme it is part of

Highest-graded in Aerospace and Defense

Grade rose recently in Industrials

How it makes money

Competes with

What it sells4

Who buys it4

What it stands on, and what could break it

What the business leans on

What could go wrong

About General Electric Co.

General Electric Co.

Keep exploring

The theme it is part of

Highest-graded in Aerospace and Defense

Grade rose recently in Industrials

Aerospace & defence

Growth & cash — 5 of 5

Business trend

Share price and grade over time

How it makes money

Competes with

What it sells4

Who buys it4

What it stands on, and what could break it

What the business leans on

What could go wrong

About General Electric Co.

Keep exploring

The theme it is part of

Highest-graded in Aerospace and Defense

Grade rose recently in Industrials

How it makes money

Competes with

What it sells4

Who buys it4

What it stands on, and what could break it

What the business leans on

What could go wrong

About General Electric Co.

General Electric Co.

Past performance

Keep exploring

The theme it is part of

Highest-graded in Aerospace and Defense

Grade rose recently in Industrials

Aerospace & defence

Growth & cash — 5 of 5

Business trend

Share price and grade over time