General Electric vs Honeywell

This page compares General Electric and Honeywell, outlining their business models, financial performance, and market context in a clear, neutral way. It highlights corporate structure, product scope, and competition to help readers understand similarities and differences. Educational content, not financial advice.

This page compares General Electric and Honeywell, outlining their business models, financial performance, and market context in a clear, neutral way. It highlights corporate structure, product scope,...

About The Companies

General Electric (GE)

General Electric Company (GE) is a long-established, diversified industrial group centred on aerospace engines, power generation and renewable-energy technologies. After recent portfolio reshaping, GE’s core activities include jet engines and services (aerospace), power equipment and grid technologies, and related industrial services. The company’s sizeable market capitalisation (about $323.4bn) reflects its global scale and long-term service agreements, but investors should be aware of cyclical exposure — particularly to commercial aviation — and sensitivities to supply-chain constraints, commodity costs and large-project execution. Key indicators to follow include aerospace order backlog, free cash flow and leverage. GE’s engineering depth and installed base provide durable aftermarket opportunities, while growth depends on successful project delivery and demand recovery in end markets. This information is educational only and not personal advice; investments can fall as well as rise and past performance is not a guide to the future.

Honeywell (HON)

Honeywell International Inc is a diversified industrial technology and manufacturing group operating across aerospace, building technologies, performance materials & technologies, and safety & productivity solutions. Investors should know it blends cyclical exposure — notably aerospace and industrial capital spending — with steadier revenue streams from software, services and long-term contracts. The company has historically returned cash via dividends and share buybacks and is investing in automation, digital controls and decarbonisation trends that could support future growth. Key considerations include sensitivity to aircraft demand and capital expenditure cycles, supply-chain and commodity pressures, regulatory and product-liability risks, and competition in industrial software and materials. With a market capitalisation around $133bn, Honeywell sits among large-cap industrials; valuation and future returns depend on macro conditions and execution. This is educational information only, not personalised advice; values can fall as well as rise and past performance is not a reliable guide to future results.

Comparison Snapshot

Key Financial Metrics

GE

Metric

HON

$316.24B

Market Cap

$122.95B

15.07%

Potential Profit

22.71%

Buy

Analyst Rating

Buy

Why It's Moving

GE Vernova surges on upbeat investor update, doubling dividend and boosting cash flow outlook amid electrification boom.

Raised 2025 free cash flow guidance to $3.5-$4.0B and expects $22B cumulatively through 2028, signaling robust profitability from growing backlogs hitting $200B by 2028.[1][3][4]
Doubled quarterly dividend to 50 cents and hiked share buyback authorization to $10B, rewarding investors as electrification backlog doubles to $60B.[3][4]
Secured 18 GW gas turbine contracts quarter-to-date with AI-driven efficiency gains fueling demand in North America, Middle East, and data center bridge power.[1][3]

Sentiment:

🐃Bullish

Honeywell Surges on Q4 Earnings Beat, Dividend Hike, and Strategic Portfolio Moves

Earnings topped forecasts at $2.25 EPS on $8.95B revenue, highlighting resilient demand in aerospace, defense, and industrial automation despite softer productivity segments.
Dividend raised 5% to $1.19 per share payable December 5, reflecting strong free cash flow generation and board confidence in sustained profitability.
Strategic wins include $2.2B Sundyne acquisition, £1.8B Johnson Matthey deal, PPE business sale, and Q4 2025 Solstice spin target, sharpening focus on high-growth areas.

Sentiment:

🐃Bullish

GE Vernova surges on upbeat investor update, doubling dividend and boosting cash flow outlook amid electrification boom.

Raised 2025 free cash flow guidance to $3.5-$4.0B and expects $22B cumulatively through 2028, signaling robust profitability from growing backlogs hitting $200B by 2028.[1][3][4]
Doubled quarterly dividend to 50 cents and hiked share buyback authorization to $10B, rewarding investors as electrification backlog doubles to $60B.[3][4]
Secured 18 GW gas turbine contracts quarter-to-date with AI-driven efficiency gains fueling demand in North America, Middle East, and data center bridge power.[1][3]

Sentiment:

🐃Bullish

Honeywell Surges on Q4 Earnings Beat, Dividend Hike, and Strategic Portfolio Moves

Earnings topped forecasts at $2.25 EPS on $8.95B revenue, highlighting resilient demand in aerospace, defense, and industrial automation despite softer productivity segments.
Dividend raised 5% to $1.19 per share payable December 5, reflecting strong free cash flow generation and board confidence in sustained profitability.
Strategic wins include $2.2B Sundyne acquisition, £1.8B Johnson Matthey deal, PPE business sale, and Q4 2025 Solstice spin target, sharpening focus on high-growth areas.

Sentiment:

🐃Bullish

Which Baskets Do They Appear In?

U.S. Exporters Target Indonesian Growth

The United States and Indonesia have announced a landmark trade agreement, eliminating tariffs on over 99% of U.S. exports. This deal creates a significant opportunity for American companies in the industrial, food, and technology sectors to expand into a large and growing market.

Published: July 23, 2025

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Boeing's Defense Reset

A new leadership era at Boeing's Defense division creates ripple effects across the aerospace industry. This collection features carefully selected suppliers and partners positioned to benefit from improved program execution and more predictable contract flow.

Published: July 2, 2025

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Dubai's Flying Taxis

Joby Aviation's successful flights in Dubai are taking air taxis from sci-fi to reality. These carefully selected companies represent the entire urban air mobility ecosystem, from aircraft manufacturers to the technology providers making sky transport possible.

Published: July 1, 2025

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Which Baskets Do They Appear In?

U.S. Exporters Target Indonesian Growth

The United States and Indonesia have announced a landmark trade agreement, eliminating tariffs on over 99% of U.S. exports. This deal creates a significant opportunity for American companies in the industrial, food, and technology sectors to expand into a large and growing market.

Published: July 23, 2025

Explore Basket

Boeing's Defense Reset

A new leadership era at Boeing's Defense division creates ripple effects across the aerospace industry. This collection features carefully selected suppliers and partners positioned to benefit from improved program execution and more predictable contract flow.

Published: July 2, 2025

Explore Basket

Dubai's Flying Taxis

Joby Aviation's successful flights in Dubai are taking air taxis from sci-fi to reality. These carefully selected companies represent the entire urban air mobility ecosystem, from aircraft manufacturers to the technology providers making sky transport possible.

Published: July 1, 2025

Explore Basket

Investment Analysis