GE Earnings Prediction
The chart below shows how GE performed 10 days before and after its earnings report, based on data from the past quarters. Typically, GE sees a -5.34% change in stock price 10 days leading up to the earnings, and a +1.48% change 10 days following the report. On the earnings day itself, the stock moves by +2.23%. This data can give you a slight idea of what to expect for the next quarter's release.
GE Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
9.84B
-43.26%
8.23%
Gross Margin
34.45%
41.65%
-4.23%
Operating Margin
13.88%
148.75%
-13.79%
Net Margin
17.22%
1751.61%
18.43%
EPS
1.69
634.78%
46.96%
No Data Available
GE Earnings Analysis
General Electric Co Corporation (GE.N) Earnings Conference Call
Positive
Order Growth Surge: Orders increased by 28%, driven by robust demand, contributing to strong earnings and cash flow.
Revenue and Profit Growth: Revenue rose by 6% due to growth in services and equipment, with operating profit up 14% and adjusted EPS up 25%.
Free Cash Flow Performance: Free cash flow reached $1.8 billion, with a conversion rate exceeding 140%.
Order Growth Surge: In the Commercial Engines and Services segment, orders were up 29%, with over 20% growth in both services and equipment.
Operating Margin Expansion: Operating margins expanded by 150 basis points to 20.3%, reflecting improved pricing and service volume.
Negative
DPT Operating Profit Decline: Operating profit in Defense and Propulsion Technologies (DPT) declined by 18% year over year, attributed to inflation, adverse engine mix, and increased investments in next-generation products.
Engine Delivery Decline: Total engine deliveries decreased by 4% year over year, with LEAP engine deliveries down 6%, indicating ongoing supply chain constraints affecting production.
Operational Efficiency Challenges: Internal shop visits remained flat year over year, suggesting challenges in increasing operational efficiency despite higher spare parts sales.
Corporate Cost Reduction: Corporate costs are expected to be around $850 million, down from below $900 million previously, indicating ongoing restructuring but also reflecting pressure on profitability.
Delivery Guidance Decline: The full year guidance for LEAP deliveries is now projected to be down approximately 10% year over year, highlighting the impact of supply chain issues and production delays.
GE FAQs
How does GE typically perform around its earnings report dates?
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GE Earning Call Sentiment
Earnings call transcript: GE Aerospace Q3 2024 beats expectations, stock rises
GE.N
-1.16%Positive
GE Aerospace's earnings call shows strong financial performance with revenue and profit growth, improved guidance, and significant shareholder returns. Despite challenges like inflation and delivery delays, the company's strategic investments and partnerships, such as the LEAP MRO shop, indicate a positive outlook. The Q&A section reveals optimism for 2025, though some concerns about the Boeing 777X delay and margin pressures exist. Overall, the positive financial metrics and raised guidance outweigh the risks, suggesting a positive stock price movement in the next two weeks.