Walmart vs General Electric
On this page, Walmart and General Electric are compared across business models, financial performance, and market context, with neutral, accessible explanations of how their strategies and scale shape competitiveness. The comparison focuses on relevant factors for readers seeking understanding, without promotional language or speculation. Educational content, not financial advice.
On this page, Walmart and General Electric are compared across business models, financial performance, and market context, with neutral, accessible explanations of how their strategies and scale shape...
Why It's Moving
Walmart surges on Nasdaq-100 inclusion and Google AI shopping partnership.
- Nasdaq-100 entry boosts visibility and liquidity, sparking a 2.23% intraday share jump amid post-holiday trading buzz.
- Google partnership integrates Gemini AI for seamless Walmart and Sam's Club shopping within the app, promising under-3-hour deliveries and account-linked perks.
- Analysts upbeat with Oppenheimer and Barclays hiking price targets to $125, citing strong sales growth potential and sector tailwinds like rate cuts.
GE Aerospace Crushes Q4 Expectations, Eyes Explosive Growth into 2026
- Q4 revenue soared 21% while EPS jumped 38%, driven by accelerated services and equipment output to tackle surging backlogs from airlines like Riyadh Air and flydubai.
- Citi calls post-earnings dip an overreaction, hiking 2026 EPS forecasts and touting GE's path to trillion-dollar potential in aerospace megatrends.
- CEO Culp highlights structural wins like 500+ engine orders at Dubai Airshow and $1B+ MRO investments, positioning GE for multi-year service revenue tailwinds.
Walmart surges on Nasdaq-100 inclusion and Google AI shopping partnership.
- Nasdaq-100 entry boosts visibility and liquidity, sparking a 2.23% intraday share jump amid post-holiday trading buzz.
- Google partnership integrates Gemini AI for seamless Walmart and Sam's Club shopping within the app, promising under-3-hour deliveries and account-linked perks.
- Analysts upbeat with Oppenheimer and Barclays hiking price targets to $125, citing strong sales growth potential and sector tailwinds like rate cuts.
GE Aerospace Crushes Q4 Expectations, Eyes Explosive Growth into 2026
- Q4 revenue soared 21% while EPS jumped 38%, driven by accelerated services and equipment output to tackle surging backlogs from airlines like Riyadh Air and flydubai.
- Citi calls post-earnings dip an overreaction, hiking 2026 EPS forecasts and touting GE's path to trillion-dollar potential in aerospace megatrends.
- CEO Culp highlights structural wins like 500+ engine orders at Dubai Airshow and $1B+ MRO investments, positioning GE for multi-year service revenue tailwinds.
Investment Analysis
Walmart
WMT
Pros
- Walmart consistently demonstrates resilient consumer demand even during economic downturns due to its essential retail offering and extensive store network.
- The company continues to invest heavily in e-commerce, supply chain automation, and omnichannel integration, enhancing long-term growth potential.
- Walmart maintains a strong balance sheet with steady cash flow, supporting consistent dividends and share repurchases.
Considerations
- Profit margins remain pressured by price investments to stay competitive, alongside rising labour and supply chain costs.
- Intense competition from online retailers and discount chains challenges market share growth and pricing power.
- Geographic concentration in the US exposes Walmart to regulatory shifts and local economic cycles more than global peers.
Pros
- General Electric benefits from a robust recovery in commercial aerospace, with strong aftermarket demand for its engines driving profit growth.
- Recent operational streamlining and a focus on core industrial businesses have improved efficiency and overall financial performance.
- GE’s aerospace and defence divisions provide stable, long-term contracts and recurring revenue streams, reducing cyclical volatility.
Considerations
- The stock trades at a significant premium to many industrial peers, raising questions about valuation sustainability.
- GE’s historical complexity and past restructuring risks linger, potentially impacting investor confidence during transitions.
- Exposure to macroeconomic cycles, especially in energy and aviation, could dampen performance if global growth weakens.
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Related Market Insights
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Walmart (WMT) Next Earnings Date
Walmart Inc. (WMT) is scheduled to report its next earnings on February 19, 2026, prior to market open. This release will cover Q4 of fiscal year 2026, following the prior Q3 report on November 20, 2025. Investors should note the earnings call at 7:00 a.m. US/Central on that date.
General Electric (GE) Next Earnings Date
GE Aerospace (NYSE: GE) reported its Q4 2025 earnings on January 22, 2026, just prior to the current date. The next earnings release, covering Q1 2026, is expected on or around April 28, 2026, consistent with the company's quarterly pattern following late-January, mid-April, mid-July, and late-October reports. Investors should monitor official announcements for any adjustments to this projected timeline.
Walmart (WMT) Next Earnings Date
Walmart Inc. (WMT) is scheduled to report its next earnings on February 19, 2026, prior to market open. This release will cover Q4 of fiscal year 2026, following the prior Q3 report on November 20, 2025. Investors should note the earnings call at 7:00 a.m. US/Central on that date.
General Electric (GE) Next Earnings Date
GE Aerospace (NYSE: GE) reported its Q4 2025 earnings on January 22, 2026, just prior to the current date. The next earnings release, covering Q1 2026, is expected on or around April 28, 2026, consistent with the company's quarterly pattern following late-January, mid-April, mid-July, and late-October reports. Investors should monitor official announcements for any adjustments to this projected timeline.
Which Baskets Do They Appear In?
Stagflation Standouts
This collection features stocks and assets carefully selected by professional analysts to potentially outperform during stagflation periods. These defensive investments have already shown strength while the broader market struggles, making them worth consideration for economic uncertainty ahead.
Published: May 19, 2025
Explore BasketWhich Baskets Do They Appear In?
Stagflation Standouts
This collection features stocks and assets carefully selected by professional analysts to potentially outperform during stagflation periods. These defensive investments have already shown strength while the broader market struggles, making them worth consideration for economic uncertainty ahead.
Published: May 19, 2025
Explore BasketBuy WMT or GE in Nemo
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