General Electric's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of General Electric (GE) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: General Electric vs Its Competitors
- TTM: Trailing 12-month revenue of 50,638M vs 1,091,618M combined for tracked competitors (4.4% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+5.4% annualized vs trailing 12 months), vs accelerating (+6.7%) for its tracked peer group.
- Growth: General Electric generated 21.1% revenue growth year over year in Q2 2026, vs 11.1% for its tracked competitors combined.
- Profitability: Its 17.7% net margin compares with 17.1% for the peer group.
- Scale: General Electric ranks #1 of 17 companies by market capitalization in the Electric & Wiring Equipment industry, holding 45.4% of industry market cap.
- Peer revenue share: General Electric accounted for 4.4% of combined revenue among its tracked peer group, up from 4.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.89M compares with $0.57M for the peer group (1.6x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
GE Sales vs. its Competitors, Q2 2026
General Electric reported revenue growth of 21.10 % year on year in Q2 2026, above its competitors' combined revenue growth of 11.08 %.
With a net margin of 17.66 %, General Electric achieved higher profitability than its competitors (17.10 %).
General Electric generated 4.39 % of the combined sales of its peer group, up from 4.04 % a year earlier.
General Electric vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across General Electric and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| General Electric Company | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (14) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (5) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across General Electric's competitor groups requires a Commercial License.
For context: the Electric & Wiring Equipment industry grew revenue 14.7% year over year, combined, vs 21.1% for General Electric. General Electric's share of combined industry revenue moved from 26.45% to 27.93%, a gain of 1.48 percentage points.
General Electric's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| General Electric Company | Yes | Yes | Yes | No |
| Competitors combined (102) | ||||
| High-Confidence Competitors (20) | ||||
| Similar-Size Competitors (5) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 50.00 % (4 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
GE Stock Performance relative to its Competitors
GE Stock Performance relative to High-Confidence Competitors
GE Stock Performance relative to Similar-Size Competitors
GE Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Orion Energy Systems Inc | 282.9% | Outperformed |
| 2 | Viavi Solutions Inc | 282.9% | Outperformed |
| 3 | Sifco Industries Inc | 282.9% | Outperformed |
| 4 | Icad Inc | 282.9% | Outperformed |
| 5 | Forum Energy Technologies Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for General Electric's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
General Electric's Comment on Competition and Industry Peers
Worldwide competition for power generation products and services is intense. Demand for power generation is global and, as a result, is sensitive to the economic and political environment of each country in which we do business. The balance of regional growth and demand side management are important factors to evaluate as we plan for future development.
The worldwide competition in aircraft jet engines and MRO (including parts sales) is intense. Both U.S. and export markets are important. Product development cycles are long and product quality and efficiency are critical to success. Research and development expenditures are important in this business, as are focused intellectual property strategies and protection of key aircraft engine design, manufacture, repair and product upgrade technologies. Our products and services are subject to a number of regulatory standards.
We compete with a variety of U.S. and non-U.S. manufacturers and services providers. Technological competence and innovation, excellence in design, high product performance, quality of services and competitive pricing are among the key factors affecting competition for these products and services. Products and services are sold worldwide primarily to hospitals, medical facilities, pharmaceutical and biotechnology companies, and to the life science research market.
We operate in a highly competitive environment. Our competitors include commercial banks, investment banks, leasing companies, financing companies associated with manufacturers, and independent finance companies. Competition related to our lending and leasing operations is based on price, that is, interest rates and fees, as well as deal structure and terms. In recent years, there has been a disruption in the capital markets and in access to and availability of capital as well as the exit of some competitors. Profitability is affected not only by broad economic conditions that affect customer credit quality and the availability and cost of capital funding, but also by successful management of credit risk, operating risk and market risks such as interest rate and currency exchange risks. Success requires high-quality risk management systems, customer and industry specific knowledge, diversification, service and distribution channels, strong collateral and asset management knowledge, strong transaction expertise and the ability to reduce costs through technology and productivity.
Our competitors include banks, financial institutions, real estate companies, real estate investment funds and other financial companies. Competition in our equity investment business is primarily based on price, and competition in our lending business is primarily based on interest rates and fees, as well as deal structure and terms. As we compete globally, our success is sensitive to the economic and political environment of each country in which we do business.
Publicly Traded Peers of General Electric Company
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| General Electric Company | 333,197.28 | 50,638.00 |
| Caterpillar Inc | 379,226.88 | 74,729.00 |
| Ge Vernova Inc | 256,437.90 | 41,367.00 |
| Rtx Corporation | 256,155.90 | 93,500.00 |
| Eaton Corporation Plc | 168,034.20 | 30,025.00 |
| Parker hannifin Corporation | 124,199.36 | 21,499.00 |
| SUBTOTAL | 2,837,634.19 | 1,266,466.58 |
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Sources: General Electric Company's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on General Electric Company versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
General Electric's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Nuvve Holding Corp | Named by the company | 85% |
| Butterfly Network Inc | Named by the company | 85% |
| Nuscale Power Corporation | Named by the company | 85% |
| Aircastle Limited | Named by the company | 85% |
| Capstone Green Energy Holdings Inc | Named by the company | 85% |
| Woodward Inc | Named by the company | 85% |
| BSGM | Named by the company | 85% |
| Streamex Corp | Named by the company | 85% |
| Heartbeam Inc | Named by the company | 85% |
| CGRN | Named by the company | 85% |
| Innovative Solutions And Support inc | Named by the company | 85% |
| Vivos Inc | Named by the company | 85% |
| Arcosa Inc | Named by the company | 85% |
| Clean Energy Technologies Inc | Named by the company | 85% |
| Fonar Corporation | Named by the company | 85% |
| Orion Energy Systems Inc | Named by the company | 85% |
| Waters Corporation | Named by the company | 85% |
| Rockwell Collins Inc | Named by the company | 85% |
| Nov Inc | Named by the company | 85% |
| Honeywell International Inc | Named by the company | 85% |
| Q Biomed inc | Named by the company | 85% |
| Fuelcell Energy inc | Named by the company | 85% |
| Ge Vernova Inc | Named by the company | 85% |
| Beam Global | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for General Electric's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
General Electric's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| General Electric Company | Commercial Engines and Services, Reportable 72.90 % |
| Caterpillar Inc | Construction Industries 41.12 % |
| Rtx Corporation | Pratt and Whitney 35.98 % |
| Eaton Corporation Plc | Electrical Americas 46.31 % |
| Parker hannifin Corporation | Diversified Industrial 66.93 % |
| 3m Company | Safety and Industrial 47.55 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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General Electric's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| General Electric Company | 333,197 | 888,386 | 157,579 |
| Caterpillar Inc | 379,227 | 633,297 | 91,873 |
| Ge Vernova Inc | 256,438 | 19,285,315 | 4,448,019 |
| Rtx Corporation | 256,156 | 519,444 | 45,139 |
| Eaton Corporation Plc | 168,034 | 308,572 | 39,403 |
| Parker hannifin Corporation | 124,199 | 359,215 | 60,969 |
| PEERS TOTAL | 2,504,437 | 567,922 | 81,879 |
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General Electric's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Caterpillar Inc | Latin America -0.11 % |
| Rtx Corporation | UNITED STATES 52.99 % |
| Parker hannifin Corporation | North America 67.21 % |
| Trane Technologies Plc | Americas 80.46 % |
| 3m Company | Americas 54.09 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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General Electric's Position in Industry Market Structure
Market-capitalization share and concentration across all 16 companies in General Electric's industry classification, broader than the peer set above. Market cap in millions of $.General Electric ranks #1 of 16 companies by market capitalization in its industry, holding 45.39 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 3,440, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | General Electric Company | 334,333 | 45.39 % |
| 2 | Ge Vernova Inc | 256,786 | 34.86 % |
| 3 | Emerson Electric Co | 88,951 | 12.07 % |
| 4 | Otis Worldwide Corporation | 25,150 | 3.41 % |
| 5 | Wesco International Inc | 1,234 | 5.2% |
| 6 | Acuity Inc | 1,234 | 5.2% |
| 7 | Bel Fuse Inc | 1,234 | 5.2% |
| 8 | Lsi Industries Inc | 1,234 | 5.2% |
| 9 | Skyx Platforms Corp | 1,234 | 5.2% |
| 10 | Orion Energy Systems Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of General Electric's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
General Electric's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | General Electric Company | 334,333 | 7.45 % |
| 2 | Ge Vernova Inc | 256,786 | 56.55 % |
| 3 | Emerson Electric Co | 1,234 | 12.3% |
| 4 | Otis Worldwide Corporation | 1,234 | 12.3% |
| 5 | Wesco International Inc | 1,234 | 12.3% |
| 6 | Acuity Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of General Electric's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
General Electric's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Electric & Wiring Equipment industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (22 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 44.26 % | 24.64 % (avg) | +19.6 pp |
| Operating Margin | 48.32 % | industry median | +43.2 pp |
| EBITDA Margin | 24.30 % | 3.45 % (avg) | +20.9 pp |
| Capital Intensity (Capex / Revenue) | 2.77 % | 4.30 % (avg) | -1.5 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
General Electric's Valuation vs Competitive Position
Valuation multiples vs the Electric & Wiring Equipment industry average (22 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 37.0x | 27.4x | +9.6x |
| EV / EBITDA | 28.3x | 16.4x | +11.9x |
| P/B | 17.7x | 5.7x | +12.0x |
| Return on Equity | 48.50 % | industry aggregate | 5.75 % |
| Return on Invested Capital | 24.88 % | -0.49 % (avg) | 25.37 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
General Electric's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | -7.63 % | -22.22 % | -9.23 % | -6.81 % | 3.18 % | -11.24 % | 9.49 % | 18.48 % |
| Operating Margin | 16.18 % | 11.12 % | 2.88 % | 80.86 % | 78.36 % | 82.22 % | 56.57 % | 60.20 % |
| Return on Invested Capital | 5.93 % | 3.93 % | 1.06 % | 29.20 % | 35.82 % | 40.92 % | 20.36 % | 28.11 % |
| P/E | - | - | 2.4x | - | - | 14.5x | 29.8x | 37.1x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
General Electric's Strategic Group Map
Every company in General Electric's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. General Electric is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
General Electric's BCG Growth-Share Matrix
Relative market share (vs General Electric's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
General Electric falls in the Star quadrant: relative market share of 1.30x vs its largest competitor, in an industry growing revenue 12.8% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
General Electric's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 3,440 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 2.77 % vs industry average 4.30 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See General Electric's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See General Electric's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
General Electric's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
General Electric falls in the Medium attractiveness / High strength cell: Invest / Grow.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
General Electric's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Market leader by capitalization in its industry (#1 of 16, 45.39 % share).
- Operating margin 43.2 points above the industry median.
- Return on equity 5.8 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+5.4% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
Opportunities
- Industry revenue growing at a healthy 12.8% median pace.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
General Electric's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| General Electric Company | - | 0.86 | 1.09 |
| Caterpillar Inc | 0.19 | 1.39 | 0.99 |
| Ge Vernova Inc | - | 0.93 | 0.17 |
| Rtx Corporation | 0.12 | 1.03 | 0.70 |
| Eaton Corporation Plc | 0.05 | 1.25 | 0.79 |
| Parker hannifin Corporation | 0.08 | 1.16 | 0.65 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
General Electric's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| General Electric Company | Q2 2026 | +21.1 % | +16.6 % |
| Caterpillar Inc | Q2 2026 | +24.0 % | +64.9 % |
| Ge Vernova Inc | Q2 2026 | +21.9 % | +35.8 % |
| Rtx Corporation | Q2 2026 | +14.5 % | +30.4 % |
| Eaton Corporation Plc | Q2 2026 | +21.4 % | -16.2 % |
| Parker hannifin Corporation | Q2 2026 | +9.8 % | +18.2 % |
| PEERS TOTAL | +11.9 % | +67.7 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
General Electric's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| General Electric Company | Q2 2026 | +540.9 % | +2.4 % |
| Caterpillar Inc | Q2 2026 | +18.3 % | +16.3 % |
| Ge Vernova Inc | Q2 2026 | +20.3 % | +123.1 % |
| Rtx Corporation | Q2 2026 | +50.7 % | +11.5 % |
| Eaton Corporation Plc | Q2 2026 | +28.1 % | +25.2 % |
| Parker hannifin Corporation | Q2 2026 | +6.8 % | +32.2 % |
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General Electric's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| General Electric Company | 6.98% | 11.25% | 48.50% |
| Caterpillar Inc | 11.11% | 17.90% | 54.18% |
| Ge Vernova Inc | 13.94% | 38.88% | 76.02% |
| Rtx Corporation | 4.75% | 6.63% | 12.06% |
| Eaton Corporation Plc | 7.94% | 10.71% | 19.56% |
| Parker hannifin Corporation | 11.99% | 15.10% | 25.38% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
General Electric's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| General Electric Company | 37.57 | 6.58 |
| Caterpillar Inc | 35.33 | 5.07 |
| Ge Vernova Inc | 27.27 | 6.20 |
| Rtx Corporation | 32.98 | 2.74 |
| Eaton Corporation Plc | 43.98 | 5.60 |
| Parker hannifin Corporation | 34.06 | 5.78 |
| PEERS AVERAGE | 15.40 | 2.24 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.