AI confidence 42% · refreshes every 15s during session
Investment Snapshot
Why it matters
GENERAL ELECTRIC CO shows accelerating business momentum based on AlphaOS pipeline evidence, with strong management execution.
Why it matters: Revenue +25% YoY in Q1 FY2026.
2 signals not yet derived from pipeline evidence
Key signals
What it means for the thesis — synthesis, not a raw event feed.
- Revenue +25% YoY in Q1 FY2026
Pipeline evidence · 0d ago
GE's AlphaOS Signals
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Latest earnings · Q1 2026
Full GE earnings analysisReported figures for GENERAL ELECTRIC CO — research only, not investment advice.
- Revenue YoY
- +24.7%
- EPS YoY
- +18.9%
- vs estimates
- Beat
Latest Intelligence
Updated
What happened recently for GENERAL ELECTRIC CO (GE) — events, not interpretation.
- Event
- Reported Q1 2026 revenue +25% YoY, beat vs estimates.
- Also
- Last session September 29, 2026 at $317.89.
- Source
- Q1 2026 earnings
Research & analysis only — not investment advice.
Industry & ETF context
Industry blend 51- Primary industry Aerospace & Defense scores 51/100 (Recovery cycle, Weak momentum).
- Also mapped to 3 other industries: Industrial Automation, Defense Tech, Aerospace.
- Held in 3 ETF(s) — largest weight ITA (21.59%).
Investment snapshot
GENERAL ELECTRIC CO
GE's AI investment thesis
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Intelligence layer
Unified data coverage and cross-signal highlights — market, SEC, earnings, opportunity
- →Filing signal: Officer/director transaction language detected
- →Also mapped to 3 other industries: Industrial Automation, Defense Tech, Aerospace.
Strengthen intelligence
- · Fetch earnings call transcript for CEO commentary
Latest price
$317.89
Market cap
$329.83B
Profitable
Yes
Revenue $12.39B
Net income
$1.93B
FY Sep 19, 2026
Analyst ratings
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Earnings intelligence
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Technical intelligence
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Price & volume
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Filing insights
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Competitive landscape
Recent SEC filings
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GENERAL ELECTRIC CO (GE)
Investment Snapshot above is the primary AlphaOS analysis for GENERAL ELECTRIC CO — structured signals and evidence from proprietary pipelines, not an encyclopedia overview.
Key facts
- Sector:
- Industrials
- Industry:
- Aerospace & Defense
- Market cap:
- $329.83B
- Revenue:
- $12.39B
Research & analysis only — not investment advice. Price, charts, and filings are above.
Connected intelligence
Follow GENERAL ELECTRIC CO through AlphaOS's knowledge graph — themes, peers, beneficiaries, earnings, and research answers.
GENERAL ELECTRIC CO (GE) in AlphaOS research
- theme
Aerospace: Defense Suppliers Are Driving the Theme
While airlines grab headlines, the real compounding happens in the parts and systems buried inside every aircraft.
- theme
Aerospace: Defense Anchors a Theme Splitting Three Ways
The same theme that houses RTX and GE also holds lunar landers and autonomous drones — the spread is wider than most investors realize.
- theme
Aerospace Sector Fuels Global Travel and Defense
Established giants drive defense and commercial aviation, while new ventures target space and urban air mobility.
- theme
The Big Aerospace & Defense ETF Is Mostly Aerospace
ITA is the default way to buy defense stocks in one ticker. But nearly a quarter of it is one jet-engine maker, and the pure defense primes are smaller than you'd think.
- rotation
Industrials are leading the rotation
Financials still in. Tech still out. Materials are the ones actually breaking.
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Suppliers
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