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General Electric GE Equipment — Cost of revenue

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Other financials

Income statement

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Revenue$13.3B+21.1%
Gross profit$4.1B+26.6%
Net income$2.4B+16.9%
EPS (diluted)$2.26+19.6%

Balance sheet

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Cash & equivalents$9.3B-14.0%
Total debt$17.4B+0.8%
Total equity$17.6B-7.8%
Total assets$127.67B+1.9%

Cash flow

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Operating cash flow$3.2B+42.3%
CapEx$335.0M+2.4%
Free cash flow$2.9B+49.0%

Valuation

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Market cap$368.38B+28.1%
Enterprise value$376.48B+28.1%
P/E41.1×+4.0×
P/S7.3×+0.4×

Profitability

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Gross margin37.2%+2.1pp
Net margin17.7%-0.9pp
FCF margin16.6%+3.4pp

Returns & leverage

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Return on equity48.8%+7.7pp
Debt / equity+0.1×
Current ratio-0.1×

Where this comes from

Reported directly by General Electric in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServicesSold.

The official record: General Electric’s 10-Q, filed July 16, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is General Electric's equipment — cost of revenue?
General Electric (GE) reported equipment — cost of revenue of $3.82B in Q2 2026.
How has General Electric's equipment — cost of revenue changed year-over-year?
General Electric's equipment — cost of revenue increased by 38.6% year-over-year, from $2.75B to $3.82B.
What is the long-term trend for General Electric's equipment — cost of revenue?
Over 3 years (2021 to 2025), General Electric's equipment — cost of revenue has grown at a -21.1% compound annual growth rate (CAGR), from $25.16B to $12.38B.
What does equipment — cost of revenue mean?
This represents the direct costs associated with producing and delivering the equipment sold by the segment, including raw materials, labor, and manufacturing overhead. Monitoring this metric is essential for assessing the direct production efficiency and gross margin health of the hardware business.