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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
General Electric Company
General Electric Company (GE) investor relations material
General Electric Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary22 Jan, 2026
Executive summary
Achieved strong operational and financial performance in 2025, with adjusted revenue up 21%, adjusted EPS up 38%, and free cash flow conversion over 100% year-over-year.
Orders rose 32% for the year and 74% in Q4, reflecting robust demand and a $190B backlog.
Full-year 2025 revenue reached $45.9B, up 18%, with profit of $10.0B, up 31% year-over-year.
Investments in supply chain and customer-driven initiatives supported record engine deliveries and service growth.
Organizational changes, including integration of Technology & Operations into CES and expanded leadership roles, are driving productivity and customer alignment.
Financial highlights
FY'25 adjusted revenue: $42.3B, up 21% year-over-year; Q4'25 adjusted revenue: $11.9B, up 20%.
FY'25 operating profit: $9.1B, up 25%; Q4'25 operating profit: $2.3B, up 14%.
FY'25 adjusted EPS: $6.37, up 38%; Q4'25 adjusted EPS: $1.57, up 19%.
FY'25 free cash flow: $7.7B, up 24%; Q4'25 free cash flow: $1.8B, up 15%.
Diluted share count down by 26M; adjusted effective tax rate 17.3%, down ~3pts.
Outlook and guidance
FY'26 guidance: adjusted revenue $46.5B–$47.0B, operating profit $9.85B–$10.25B, adjusted EPS $7.10–$7.40, and free cash flow $8.0B–$8.4B, all with conversion above 100%.
CES segment revenue expected to grow mid-teens, DPT segment revenue mid- to high-single digits.
CapEx projected at ~3% of revenue; share count to decrease by ~18M.
Explain CES equipment order-revenue gap.
MRO investment impact on LEAP capacity and TAT.
Detail 4Q'25 segment margin pressure drivers.
What drove CES Q4 operating margin decline?
Elaborate on 2026 GAAP guidance reconciliation challenges.
Discuss strategy for converting $190B backlog.
LEAP OE profitability in 2026 and 2028 output
What drives MRO TAT improvement for mature engines?
How is the $3B annual R&D spend allocated?
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Next General Electric Company earnings date
Q1 202621 Apr, 2026
General Electric Company
Next General Electric Company earnings date
Q1 202621 Apr, 2026
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Frequently asked questions
Over 140 years of experience
General Electric (GE) is a multinational conglomerate that operates in various industries, including aviation, healthcare, power, renewable energy, and more. Founded in 1892, GE has a long history of technological innovation and has been at the forefront of industrial advancements. Today, the company offers a diverse portfolio of products and services, ranging from aircraft engines and medical imaging equipment to power generation systems and digital solutions. GE's global presence, expertise, and commitment to innovation have established it as a leading player in multiple sectors, driving advancements and providing solutions that address complex challenges across industries.
From the 1800’s to the present
GE has a storied history dating back to its founding in 1892 by Thomas Edison, J.P. Morgan, and other notable figures. Initially focused on electrification and lighting, GE quickly expanded into various industries, becoming a prominent force in innovation. Over the years, GE has played a pivotal role in developing groundbreaking technologies, such as the first commercial electric locomotive and the invention of the incandescent light bulb. Throughout the 20th century, GE continued to diversify its offerings, venturing into aviation, healthcare, power generation, and other sectors.
GE of today
General Electric (GE) offers an extensive array of products and services across various industries. In aviation, GE manufactures and provides aircraft engines, including commercial jet engines and turboprops for companies such as Boeing, as well as auxiliary power units. In the power sector, GE offers a wide range of power generation solutions, such as gas turbines, steam turbines, and renewable energy technologies like wind turbines. GE's healthcare division develops and manufactures medical imaging equipment, diagnostic solutions, and healthcare IT systems. Additionally, GE provides digital solutions, including software applications and industrial IoT platforms, to help businesses optimize operations, improve efficiency, and harness the power of data. Other notable customers of GE include companies such as Siemens and GM.
A diverse customer base
GE’s clientele includes businesses, governments, and individuals. GE's wide range of products and services, such as aviation engines, power generation systems, healthcare equipment, and digital solutions, allows them to keep their customer base wide and diversified. From airlines and healthcare providers to utility companies and manufacturing facilities, GE's offerings span multiple sectors, providing tailored solutions to enhance efficiency, productivity, and innovation for their customers.
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