Main industry revenues of General Electric (GE):

1. Aviation
2. Healthcare
3. Energy (including renewable energy)

TOP 3 markets and their percentage shares:

• USA: approx. 45%
• Europe: approx. 25%
• Asia-Pacific: approx. 20%

General Electric mainly generates its revenues from the fields of aviation, healthcare, and energy. Aviation has traditionally been one of the strongest sectors for GE, especially through the sale and maintenance of aircraft engines. The healthcare sector benefits from the demand for medical devices and technologies. The energy sector, including renewable energy, is also a significant revenue driver, as GE has increasingly invested in sustainable energy solutions in recent years.

The USA remains the largest market for GE, attributed to its strong industrial presence and demand for advanced technologies. Europe and the Asia-Pacific region are also important markets, with Asia particularly contributing a significant share of revenue due to the growing demand for aviation and energy solutions.

Production sites of General Electric:

1. USA: Several locations, including significant production facilities in Ohio, South Carolina, and Massachusetts.
2. Europe: Major production sites in France and Germany.
3. Asia: Production facilities in China and India.

General Electric Company (GE) is a globally operating company with production sites all over the world. In the USA, GE has significant production facilities focusing on various business areas such as aviation and energy. In Europe, the plants in France and Germany are particularly noteworthy, specializing in the manufacturing of energy and healthcare products.

In Asia, GE operates production facilities in China and India, producing for both the local market and export. These locations are part of GE's strategy to be present in the rapidly growing Asian markets and to benefit from the cost advantages in these regions.

Revenue Growth: Estimated 8-10% annually (2025) Focus Areas: Renewable Energy, Aviation, Healthcare

General Electric Company (GE) pursues a growth strategy that heavily relies on diversifying and strengthening its core businesses. The company particularly focuses on the areas of renewable energy, aviation, and healthcare to secure future growth.

In the field of renewable energy, GE invests in the development and expansion of wind turbines and other sustainable energy solutions to benefit from the global energy transition. This strategy is supported by the increasing demand for environmentally friendly energy solutions.

In aviation, GE is focusing on developing more efficient and environmentally friendly engines to meet the aviation industry's demands for increased sustainability. The healthcare sector is being strengthened through technological innovations and the digitization of healthcare solutions to improve the efficiency and quality of healthcare services.

Through these strategic priorities, GE expects to solidify its market position in these key areas while also unlocking new growth opportunities.

Main raw materials: Aluminum, Copper, Steel, Rare Earths

Countries of origin:

• Aluminum: Canada, Russia
• Copper: Chile, Peru
• Steel: China, India
• Rare Earths: China, Australia

General Electric Company (GE) sources a variety of raw materials and materials for the production of its products. Aluminum and copper are crucial for the production of electrical components and turbines. These are mainly imported from Canada and Chile, as these countries are among the largest producers of these metals.

Steel is an essential component in the manufacturing of machinery and equipment. GE primarily imports steel from China and India due to their high production capacities and competitive prices in these countries.

Rare earths, needed for the production of high-performance magnets and other technological applications, are mainly sourced from China and Australia. China dominates the market for rare earths, while Australia is considered a reliable alternative.

Market share in the energy sector: 20% (estimated for 2025)
R&D expenses: 4.5 billion USD (2024)
Patents worldwide: Over 40,000 (2023)

General Electric Company (GE) has a significant competitive advantage, especially in the energy sector, where the company holds an estimated market share of 20%. This is supported by substantial investments in research and development, which amounted to approximately 4.5 billion USD in 2024.

GE's extensive portfolio of over 40,000 patents worldwide underscores its innovation capabilities and technological leadership position. These factors, combined with a strong global presence and a diversified product portfolio, significantly strengthen the company's competitive advantage.

The continuous focus on technological innovation and strategic partnerships enables GE to assert itself in a rapidly changing market environment and further expand its market position.

Institutional investor share: approx. 60% (estimated for 2025)
Insider purchases/sales: No significant transactions known (as of 2025)

The institutional investor share at General Electric remains traditionally high, as large investment funds and institutional investors consider the company a stable component of their portfolios. This is typical for established companies with a long market history and a diversified business model.

In 2025, no significant insider purchases or sales are known. This indicates that the management and other insiders have confidence in the current corporate strategy and development. Such transactions are often seen as an indicator of the management's assessment of the company's value.

Market share of General Electric (GE): 5% (estimated, 2025)

Main competitors and their market shares:

1. Siemens AG: 7%
2. Honeywell International Inc.: 6%
3. Schneider Electric: 5%
4. ABB Ltd.: 4%
5. Mitsubishi Electric: 3%
6. Emerson Electric Co.: 3%
7. Rockwell Automation: 2%
8. Eaton Corporation: 2%
9. Johnson Controls: 2%
10. 3M Company: 1%

Moat of General Electric:

General Electric has a moderate moat, characterized mainly by its broad product range and strong global presence. The company operates in several sectors, including energy, aviation, and healthcare, which provides it with a certain level of diversification and stability.

However, compared to its competitors, GE has lost market share in recent years, especially through restructuring and divestiture of business segments. Companies like Siemens and Honeywell have developed a stronger moat through targeted investments in technology and innovation, particularly in the areas of automation and digitalization.

GE's advantage lies in its established brand and the ability to manage large, complex projects. Nevertheless, they must continuously invest in research and development to keep pace with the technological advancements of the competition and strengthen their moat.

Revenue growth: 7% (2024) Profit growth: 9% (2024) Free Cash Flow: 4.5 billion USD (2024)

General Electric has undergone significant restructuring in recent years, leading to a focus on its core businesses in aviation, healthcare, and renewable energy. This strategic realignment has helped the company increase its operational efficiency and improve its profitability.

The revenue growth of 7% in 2024 shows that GE is able to expand in its core segments, while the profit growth of 9% reflects the successful implementation of cost-cutting measures and efficiency improvements. The Free Cash Flow of 4.5 billion USD underscores the company's ability to generate cash from its ongoing operations, which can be used for investments in future growth and debt reduction.

The long-term outlook for GE is positive, especially due to the increasing demand in the aviation industry and the growing market for renewable energy. These factors could help GE further strengthen its market position and achieve sustainable growth.

Dividend payment: Yes, General Electric pays a dividend.
Dividend yield: 0.35% (2025)
Dividend history: Stable in recent years

General Electric has paid a dividend in recent years, but at a relatively low level compared to earlier times. The dividend yield is currently around 0.35%, which is rather low compared to other large industrial companies.

The reliability of the payout has improved since the restructuring and focus on core businesses. General Electric has taken measures to strengthen its financial stability, which supports its dividend policy. However, investors should still keep an eye on the company's financial development and market dynamics to assess its future dividend capability.