Products & Services · Cost of revenue
Equipment — Cost of revenue
General Electric Equipment — Cost of revenue decreased by 16.5% to $3.28B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 40.5%, from $2.34B to $3.28B. Over 3 years (FY 2021 to FY 2025), Equipment — Cost of revenue shows a downward trend with a -21.1% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
StatementSegment
CategoryProfitability
SignalLower is better
VolatilityStable
First reportedQ1 2016
Last reportedQ1 2026Apr 21, 2026
Rolls up toTotal Cost of Revenue
How to read this metric
An increase relative to revenue suggests margin compression due to rising input costs or production inefficiencies.
Detailed definition
This represents the direct costs associated with producing and delivering the equipment sold by the segment, including r...
Peer comparison
Comparable to cost of goods sold (COGS) for hardware segments in capital-intensive industries.
Metric ID:
ge_segment_equipment_cost_of_revenueHistorical Data
19 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $7.63B | $8.13B | $1.83B | $5.15B | $5.53B | $6.49B | $5.61B | $2.63B | $2.44B | $2.71B | $2.47B | $2.30B | $2.63B | $2.95B | $2.34B | $2.75B | $3.36B | $3.93B | $3.28B |
| QoQ Change | — | +6.6% | -77.5% | +181.8% | +7.4% | +17.3% | -13.6% | -53.1% | -7.0% | +11.1% | -9.1% | -6.6% | +14.0% | +12.4% | -20.8% | +17.9% | +22.0% | +17.0% | -16.5% |
| YoY Change | — | — | — | — | -27.5% | -20.2% | +8.9% | -52.5% | -62.3% | — | -56.0% | -12.3% | +7.4% | +8.7% | -5.3% | +19.6% | +28.0% | +33.3% | +40.5% |
Range$1.83B – $8.13B
CAGR-17.1%
Avg YoY Growth-6.4%
Median YoY Growth+1.1%
Similar Metrics at Other Companies
Frequently Asked Questions
- What is General Electric's equipment — cost of revenue?
- General Electric (GE) reported equipment — cost of revenue of $3.28B in Q1 2026.
- How has General Electric's equipment — cost of revenue changed year-over-year?
- General Electric's equipment — cost of revenue increased by 40.5% year-over-year, from $2.34B to $3.28B.
- 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?
- The direct costs incurred to manufacture and deliver the equipment sold.