General Electric Company GE

Revenue Intelligence Report • 14 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

General Electric Company's latest quarterly revenue is $13.3B for the period ending 2026-06-30. The model projects $58.4B across the next four quarters (+15.4% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 1.8%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and SG&A data through 2026-06-30. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$58.4B
+15.4% YoY
R&D Multiplier
$25.29 per $1
SG&A Multiplier
$0.57 per $1
Training Fit
1.3% MAPE
Retrospective holdout (Q2 FY2026): The model predicted $13.11B vs the actual $13.35B — an error of 1.8%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.

Revenue Forecast

GE Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q2 FY2026
Period end 2026-06-30		 $13.11B $13.35B $12.77B–$13.44B +18.9% ✓ In range
Q3 FY2026
Period end 2026-09-30		 $14.11B $13.63B–$14.58B +15.8%
Q4 FY2026
Period end 2026-12-31		 $14.38B $13.80B–$14.96B +13.1%
Q1 FY2027
Period end 2027-03-31		 $14.58B $13.91B–$15.25B +17.7%
Q2 FY2027
Period end 2027-06-30		 $15.38B $14.63B–$16.13B +15.2%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture General Electric Company's systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jan–Mar) 0.9893 -1.1% In line with trend 3
FQ2 (Apr–Jun) 0.9933 -0.7% In line with trend 2
FQ3 (Jul–Sep) 0.9998 -0.0% In line with trend 3
FQ4 (Oct–Dec) 1.0129 +1.3% In line with trend 3

Spending and Revenue

GE Spending Timing
Reading this chart: Each line shows the cumulative revenue association per $1 of spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 14 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: 0.1943x • R&D elasticity: 0.9075x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

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Data sourced from SEC EDGAR XBRL filings. SEC source data. Forecast model: ARDL; spending associations: ARDL (linear) with 14 quarters. This analysis is for informational purposes only and does not constitute investment advice.

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