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GE(GE) - 2023 Q4 - Earnings Call Presentation
2024-01-23 19:37
业绩总结 - GE Aerospace在2023年第四季度的订单增长了10%,收入增长了12%,利润增长了8%[9] - GE Vernova在2023年第四季度的订单增长了1%,收入增长了19%,利润增长了32%[10] - GE在2023财年的订单总额为792亿美元,同比增长25%,调整后的营收为646亿美元,同比增长17%[8] - GE在2023财年的调整后每股收益为1.03美元,同比增长56%[8] - GE在2023财年的自由现金流为52亿美元,同比增长68%[8] - GE Vernova 2024年预期营收为340亿至350亿美元[12] - GE Aerospace 2024年预期营收增长为低至两位数以上[13] 用户数据 - 航空业务的订单在2023年第四季度同比增长了18%达到137.6亿美元,服务业务的订单在同期同比增长了13%达到15.1亿美元[18] - 可再生能源业务的订单在2023年第四季度同比增长了38%达到27.7亿美元,服务业务的订单在同期同比增长了2%达到15.1亿美元[20] - 公司总体订单在2023年第四季度同比增长了24%达到212.5亿美元,服务业务的订单在同期同比增长了9%达到267.2亿美元[20] 未来展望 - GE Vernova 2024年预期营收为340亿至350亿美元[12] - GE Aerospace 2024年预期营收增长为低至两位数以上[13] 新产品和新技术研发 - 2023年第四季度GE数字业务收入为262亿美元,同比增长6%,全年数字业务收入为958亿美元,同比增长8%[41] - 2023年第四季度保险业务收入为909亿美元,同比增长16%,全年保险业务收入为3389亿美元,同比增长15%[41] 市场扩张和并购 - GE计划在2024年4月初将GE Vernova分拆,并在同年3月6日和7日分别举行GE Vernova和GE Aerospace的投资者日[6] 其他新策略 - 公司总体有机收入在2023年第四季度达到181.82亿美元,同比增长13%[27] - 2023年第四季度,公司调整后的营业收入(非通用会计准则)为11.38亿美元,每股收益为1.03美元,同比增长57% [33]
GE's stock drops after profit beats expectations, but outlook comes up short
Market Watch· 2024-01-23 19:29
公司财务表现 - 通用电气公司第四季度净收入下降至15.9亿美元,每股收益为1.45美元,较去年同期的21亿美元或1.90美元每股有所下降[1] - 调整后的每股收益为1.03美元,超过FactSet预期的90美分[1] - 总收入增长15.4%,达到194.2亿美元,远高于FactSet的172.7亿美元的预期[1] - 自由现金流为30亿美元,高于FactSet调查的两位分析师的平均估值27.7亿美元[1] 业务表现 - 通用电气的航空航天业务收入增长11.9%,能源业务收入增长15%,可再生能源业务收入增长23.4%[1] 未来展望 - 公司预计2024年第一季度调整后每股收益为60至65美分,低于FactSet的70美分的共识[1]
GE earnings: Can final report before breakup give investors more reason to cheer?
Market Watch· 2024-01-23 04:28
General Electric Co. is scheduled report fourth-quarter results before the market opens on Tuesday, which could be the last report before the final breakup of the 150-year-old company. GE’s stock GE, +1.07% has been on fire leading up to the latest results. After having its best year on record in 2023, the stock is up another 3.1% year to date through Monday afternoon, to outperform the S&P 500 index’s SPX 1.7% gain. Helping fuel the gains, the stock has rallied on the day that the past two quarterly report ...
Is General Electric a Buy in 2024? Here's What You Need to Know
The Motley Fool· 2024-01-22 19:28
General Electric (GE 0.98%) is up nearly 60% over the last year, so is it time for existing investors to take profits and potential new investors to take a pass on buying the stock? It would be best if you looked at the company's prospects in 2024 to answer that question. Here's the lowdown on what investors might expect from the company this year. General Electric remains an attractive stock It will be a year of execution and change for GE. The change comes from the planned spinoff of GE Vernova (encompass ...
Can General Electric (GE) Q4 Earnings Beat on Aerospace Boost?
Zacks Investment Research· 2024-01-20 10:21
GE第四季度业绩预期 - GE将于2023年1月23日在市场开盘前公布第四季度业绩[1] - GE的第四季度盈利预期在过去60天内下降了一分钱,但公司在过去四个季度中每次都超出共识预期,平均超出幅度为53.4%[2] GE航空航天部门展望 - GE的航空航天部门预计在2023年第四季度受益于强劲的商用航空航天业务、LEAP发动机交付的显著增长以及商用发动机和服务需求的增长,预计该部门的收入将增长12%[4]
Top Stocks to Buy as Earnings Approach
Zacks Investment Research· 2024-01-20 08:05
The Q4 earnings season will pick up with a few notable top-ranked Zacks stocks set to release their quarterly results next Tuesday, January 23. Three stocks stand out in particular and now looks like a good time to invest in these familiar names as they continue to be sound long-term investments. Steel Dynamics (STLD) Leading steel producer Steel Dynamics covets a Zacks Rank #1 (Strong Buy) ahead of its Q4 report next week as rising earnings estimates help justify that STLD shares are undervalued. Steel Dyn ...
GE's Slowing Aerospace Growth Could Hinder Earnings Performance for Q4
Investopedia· 2024-01-20 06:40
Q4 2022 $21.8 billion $1.79 $17.3 billion $0.23 $258.0 million $1.99 billion $915.2 million Key Metric Investors should watch revenue figures for GE's core Aerospace division, which has posted several straight quarters of sales growth above 20%. When GE completes the spinoff of its energy arm as GE Vernova at the beginning of the second quarter of this year, the aviation business will be its sole remaining unit. GE's Aerospace division serves both commercial and military aircraft needs and includes the desi ...
General Electric (GE) Upgrades Sabiya Power Plant in Kuwait
Zacks Investment Research· 2024-01-18 00:46
General Electric Company’s (GE) unit, GE Vernova’s Gas Power business, together with Alghanim International, has completed upgrading four 9F.03 class gas turbine units at the Sabiya combined cycle power plant in Kuwait. GE Vernova is the combined operation of GE Digital, Renewable Energy and GE Power. Its Gas Power business includes General Electric’s gas lifecycle business (including Power Services and Gas Power Systems businesses). Based in Al Jahra, the Sabiya facility is the largest power plant in the r ...
MarketBeat's Dividend Screener uncovers bullish news on 3 stocks
MarketBeat· 2024-01-17 20:16
Key Points Identifying the right dividend stock for your investment strategy can be like finding a needle in a haystack. You know you want an equity that makes regular cash payouts — but where do you go from there? After all, nearly 2,000 U.S. common stocks pay a dividend. And another 800 U.S.-listed international dividend stocks. The MarketBeat Dividend Screener, a beneficial resource, allows you to sift through the enormous dividend pile to find stocks that best fit your style. From market cap and sector ...
General Electric profit slump expected for 4Q
Proactive Investors· 2024-01-17 00:52
Emily Jarvie报道 - Emily Jarvie在澳大利亚和加拿大从事政治新闻和商业报道[2] Proactive公司业务 - Proactive是一家提供金融新闻和在线广播的公司,为全球投资者提供快速、可靠、信息丰富的内容[3] Proactive新闻团队 - Proactive的新闻团队遍布全球金融和投资中心,拥有办事处和工作室[4]