GE 1Q’15 supplemental information • Orders & backlog by segment • GE Capital segment results • Equipment orders • GE Capital segment assets • Equipment/service revenue by segment - 1Q’15 • GE Capital nonaccrual/net chargeoffs • GE Industrial segment organic revenue growth • GECC funding • GE Industrial segment organic op profit growth • GECC leverage ratio • Oil & Gas organic op profit growth • GECC tier 1 common ratio estimate • Organic revenue by segment • GE Capital ending net investment • Units summary – orders • GE Capital reserves • Units summary – sales • Regional summary • Corporate operating profit (cost) • Operating earnings & EPS • Industrial operating EPS • Operating earnings (excluding GE Capital exit impacts) • Operating & net earnings & EPS (excluding GE Capital exit impacts) • Revenues (excluding GE Capital exit impacts) • GE effective tax rate (ex-GECC) • Industrial CFOA from continuing operations • Free cash flow Imagination at work. Orders & backlog by segment ($ in billions) Power & Water 1Q'15 Orders $4.5 V% (21)% 1Q'15 Backlog $62.3 V% (2)% Oil & Gas 4.3 (6) 17.7 (6) Energy Management 2.1 (3) 5.1 3 Aviation 7.5 36 140.6 12 Healthcare 4.2 (1) 15.8 (3) Transportation 1.5 (38) 21.6 36 Infrastructure $23.1 (3)% $263.0 7% 2 Equipment orders ($ in billions) Four qtr. rolling average V% V% $3.4 (9)% (29)% 2Q'14 $3.0 V% (1)% 3Q'14 $3.3 V% 8% 4Q'14 $5.6 V% (12)% 1Q'15 $1.8 Oil & Gas 2.5 (9) 2.6 14 2.5 (15) 2.2 (10) 2.4 (6) Energy Management 1.4 (18) 1.5 1 1.6 (5) 1.5 (6) 1.5 (7) Aviation 2.9 (8) 6.8 35 4.4 8 3.9 64 4.5 23 Healthcare 2.8 - 2.7 - 3.4 2 2.3 (1) 2.8 - Transportation 0.6 40 3.1 F 1.2 F 0.8 (56) 1.4 52 Infrastructure $13.0 (3)% $19.7 31% $18.4 0% $12.0 Power & Water (5)% $15.8 6% Note: Individual amounts are rounded. As a result the sum of the parts presented may not add to the total year. 3 Equipment/service revenue by segment - 1Q’15 ($ in billions) 1Q'15 Equipment Power & Water $2.9 1Q'15 Services V% 1% $2.8 V% 7% 1Q'15 Total $5.7 V% 4% Oil & Gas 2.1 (13) 1.9 (2) 4.0 (8) Energy Management 1.2 - 0.5 2 1.7 1 Aviation 2.7 (8) 3.0 4 5.7 (2) Healthcare 2.2 (4) 1.9 (1) 4.1 (3) Transportation 0.7 22 0.6 (8) 1.3 7 Appliances & Lighting 1.8 5 0.1 (8) 1.9 5 Industrial segments $13.6 (3)% $10.8 2% $24.4 (1)% Note: Individual amounts are rounded. As a result the sum of the parts presented may not add to the total 4 GE Industrial segment organic revenues growth ($ in millions) Industrial segment revenues Less the effects of: Acquisitions, business dispositions (other than dispositions of businesses acquired for investment) & currency exchange rates Industrial segment revenues excluding the effects of acquisitions, business dispositions (other than dispositions of businesses acquired for investment), currency exchange rates 1Q'15 1Q'14 V% $24,360 $24,549 (1)% (769) 202 $25,129 $24,347 3% 5 GE Industrial segment organic op profit growth ($ in millions) 1Q'15 Industrial segment operating profit Less the effects of: Acquisitions, business dispositions (other than dispositions of businesses acquired for investment) & currency exchange rates Industrial segment op profit excluding the effects of acquisitions, business dispositions (other than dispositions of businesses acquired for investment), currency exchange rates 1Q'14 V% $3,560 $3,279 (108) 3 $3,668 $3,276 9% 12% 6 Oil & Gas organic op profit growth ($ in millions) 1Q'15 Oil & Gas operating profit Less the effects of: Acquisitions, business dispositions (other than dispositions of businesses acquired for investment) & currency exchange rates Oil & Gas op profit excluding the effects of acquisitions, business dispositions (other than dispositions of businesses acquired for investment), currency exchange rates 1Q'14 V% $432 $446 (64) - $496 $446 (3)% 11% 7 Organic revenue by segment ($ in millions) 1Q'15 1Q'14 V% 5,716 (278) 5,994 5,509 6 5,503 4% 3,961 (239) 4,200 4,308 121 4,187 (8)% 1,685 (111) 1,796 1,672 4 1,668 1% 5,674 5,674 5,778 42 5,736 (2)% 4,075 (117) 4,192 4,198 29 4,169 (3)% 1,308 1,308 1,227 1,227 7% 1,941 (24) 1,965 1,857 1,857 5% Power & Water Reported Revenue Less Acq./Disp. & FX Organic Revenue 9% Oil & Gas Reported Revenue Less Acq./Disp. & FX Organic Revenue 0% Energy Management Reported Revenue Less Acq./Disp. & FX Organic Revenue 8% Aviation Reported Revenue Less Acq./Disp. & FX Organic Revenue (1)% Healthcare Reported Revenue Less Acq./Disp. & FX Organic Revenue 1% Transportation Reported Revenue Less Acq./Disp. & FX Organic Revenue 7% Appliances & Lighting Reported Revenue Less Acq./Disp. & FX Organic Revenue 6% 8 Units summary – orders 1Q'15 1Q'14 V Power & Water: Gas Turbines Wind Turbines 21 376 31 422 (10) (46) Aviation: CEO engines GEnx engines-a) Military engines Spares rate-b) 1,219 47 135 $38.9 796 6 291 $29.7 423 41 (156) $9.2 Transportation: Locomotives 190 259 (69) (a - GEnx engines are a subset of CEO engines (b - Commercial spares rate in millions of dollars per day 9 Units summary – sales 1Q'15 1Q'14 V Power & Water: Gas Turbines Wind Turbines 39 472 17 646 22 (174) Aviation: CEO engines GEnx engines-a) Military engines Spares rate-b) 649 51 169 $36.5 646 70 248 $28.5 3 (19) (79) $8.0 Transportation: Locomotives 215 178 37 (a - GEnx engines are a subset of CEO engines (b - Commercial spares rate in millions of dollars per day 10 Regional summary ($ in billions) Infrastructure Orders 1Q'15 Resource Rich-a) Industrial Segment Revenues V% 1Q'15 V% $6.8 (9)% $7.3 6% 2.8 11% 2.4 5% $9.7 (3)% $9.7 6% Developed-c) $13.5 (2)% $14.7 (5)% Total $23.1 (3)% $24.4 (1)% Asia-b) Growth Regions (a - Resource Rich: Australia & New Zealand, Canada, Latin America, MENAT, Russia/CIS, & Sub Saharan Africa (b - Asia: ASEAN, China, & India (c - Developed: US, Europe, Japan, & Korea Note: Individual amounts are rounded. As a result the sum of the parts presented may not add to the total. 11 Corporate operating profit (cost) ($ in millions) 1Q'15 Gains (losses) on disposed businesses 1Q'14 $- $- Principal retirement plans-a) (789) (581) Restructuring and other charges (422) (376) Other Corporate costs & eliminations (481) (585) (1,692) (1,542) Less: Non-operating pension cost (695) (526) Total Corporate (operating) (997) (1,016) Less: restructuring & other, gains (422) (376) ($575) ($640) Total Corporate costs (continuing) Adjusted Total Corporate (operating) (a - Includes non-operating pension 12 Operating earnings & EPS ($ in millions except earnings per share) 1Q'15 Earnings from continuing operations attributable to GE Adjustment (net of tax): non-operating pensions costs/(income) Operating earnings Earnings per share - diluted-a) Continuing earnings per share Adjustment (net of tax): non-operating pensions costs/(income) Operating earnings per share 1Q'14-b) ($11,371) $2,747 452 342 ($10,919) $3,089 ($1.13) $0.27 0.04 0.03 ($1.08) $0.30 (a - Earnings per share amounts are computed independently. As a result, the sum of per share amounts may not equal the total (b- During 1Q15, we signed an agreement to sell the majority of the assets in our Real Estate segment and classified the segment as discontinued operations. As a result, prior periods have been recasted accordingly. 13 Industrial operating EPS ($ in millions except earnings per share) 1Q'15 Operating earnings 1Q'14-b) V% ($10,919) $3,089 U (12,544) 1,693 U Industrial operating earnings 1,625 1,396 16% Operating earnings per share ($1.08) $0.30 U GE Capital operating EPS -a) (1.25) 0.17 U Industrial operating EPS -a) 0.16 0.14 14% GE Capital operating earnings (a- Earnings per share amounts are calculated as percent of operating earnings. Earnings per share amounts are computed independently. As a result, the sum of per share amounts may not equal the total. (b- During 1Q15, we signed an agreement to sell the majority of the assets in our Real Estate segment and classified the segment as discontinued operations. As a result, prior periods have been recasted accordingly. 14 Operating earnings (excluding GE Capital exit impacts) ($ in billions except earnings per share) Earnings from continuing operations Non operating pension cost Operating earnings - Capital - Industrial Operating earnings GE Capital Day 1 charge Real Estate in discontinued operations One quarter of foregone tax benefit associated with the ANZ Consumer disposition: Operating earnings excluding GE Capital exit impacts - Capital - Industrial 1Q'15 ($11.4) 0.5 ($10.9) (12.5) 1.6 Earnings 1Q'14 $2.7 0.3 $3.1 1.7 1.4 (10.9) 13.8 0.1 3.1 0.2 0.2 - $3.1 1.5 1.6 $3.3 1.9 1.4 V% U 32% U U 16% U (5)% (21)% 16% 1Q'15 ($1.13) 0.04 ($1.08) (1.25) 0.16 EPS 1Q'14 $0.27 0.03 $0.30 0.17 0.14 ($1.08) 1.37 0.01 $0.30 0.00 0.02 0.02 0.00 $0.31 0.15 0.16 $0.33 0.19 0.14 V% U 33% U U 14% U (6)% (21)% 14% Note: Individual amounts are rounded and earnings per share amounts are computed independently. As a result, the sum of the parts presented may not add to the total. 15 Operating & net earnings & EPS (excluding GE Capital exit impacts) ($ in millions except earnings per share) Earnings 1Q'15 1Q'14 Earnings from continuing operations attributable to GE V% 1Q'15 EPS 1Q'14 (10)% $0.27 $0.29 0.04 0.03 V% $2,696 $2,987 452 342 Operating earnings $3,148 $3,329 (5)% $0.31 $0.33 (6)% Earnings from continuing operations attributable to GE $2,696 $2,987 (10)% $0.27 $0.29 (7)% 82 12 0.01 0.00 $2,778 $2,999 $0.27 $0.30 Non-operating pension cost Discontinued operations Net earnings (7)% (7)% (10)% Note: Individual amounts are rounded and earnings per share amounts are computed independently. As a result, the sum of the parts presented may not add to the total. 16 Revenues (excluding GE Capital exit impacts) ($ in millions except earnings per share) Revenues from continuing operations GE Capital Day 1 charge Real Estate in discontinued operations Revenues excluding GE Capital exit impacts GE Capital revenues from continuing operations GE Capital Day 1 charge Real Estate in discontinued operations GE Capital revenues excluding exit impacts 1Q'15 1Q'14 V% $29,356 $33,548 (12)% 3,249 - 499 630 $33,104 $34,178 (3)% $5,982 $9,885 (39)% 3,249 - 499 630 $9,730 $10,515 (7)% 17 GE effective tax rate (ex. GECC) ($ in millions) 1Q'15 1Q'14 GE earnings from continuing operations before income taxes ($11,191) $3,007 Less GECC earnings from continuing ops. attributable to the company ($12,544) $1,693 $1,353 $1,314 $306 $318 23% 24% Adjusted earnings from continuing ops. before income taxes GE (ex. GECC) provision for income taxes - continuing ops. Effective tax rate GE (ex. GECC) 18 Industrial CFOA from continuing operations ($ in millions) 1Q'15 Cash from GE's operating activities as reported Less GECC dividends Cash from GE's operating activities excluding dividends from GECC (Industrial CFOA) 1Q'14 $1,340 $1,750 450 500 $890 $1,250 V% (23)% (29)% 19 Free cash flow ($ in millions) 1Q'15 1Q'14 Cash from GE's operating activities as reported $1,340 $1,750 Less additions to property, plant and equipment 1,013 1,090 Free cash flow $328 $660 V% (23)% (50)% Note: Individual amounts are rounded. As a result the sum of the parts presented may not add to the total 20 GE Capital segment results ($ in millions – net earnings) CLL Consumer EFS GECAS GECC Corporate Earnings (loss) from continuing ops. Preferred stock dividends–a) GE Capital segment profit (loss) Earnings (loss) from discontinued ops. Total GECC net earnings (loss) 1Q’15 1Q’14 V% $(3,847) $564 U (2,775) 786 U 35 153 (77)% 307 352 (13)% (6,264) (162) U (12,544) 1,693 U - - - $(12,544) $1,693 U $(2,201) $252 U $(14,745) $1,945 U (a- Effective in the second quarter of 2014, GE began reporting the GE Capital segment results including the effects of the GECC preferred stock dividends. The cost of these dividends had previously been reported in the GE Corporate Items and Eliminations line in the GE’s Summary of Operating Segments table. Presenting GE Capital segment results including the effects of the GECC preferred stock dividends aligns the way management currently measures the results of the financial services business. Prior-period information has been reclassified to be consistent with how management currently measures GE Capital. Preferred dividends are paid semi-annually during the second and fourth quarter of each year. 21 GE Capital segment assets ($ in billions) 1Q’15 1Q’14 $156.3 $175.1 (11)% 123.0 131.7 (7) EFS 16.1 15.9 1 GECAS 46.9 45.1 4 102.9 102.9 - $445.2 $470.7 31.3 41.1 $476.5 $511.8 CLL Consumer GECC Corporate GE Capital segment assets Assets of discontinued operations GECC total assets V% (5)% (24) (7)% 22 GE Capital nonaccrual/net charge-offs-a) ($ in millions) Nonaccrual assets/nonaccrual % fin. rec. Total net charge-offs/net charge-offs % fin. rec. 1Q’15 4Q’14 1Q’14 $25 0.20% $2,000 1.81% $2,654 2.32% GECAS 255 3.26 419 5.07 275 3.11 GECAS EFS 63 2.36 68 2.64 43 1.56 EFS Consumer 2 0.00 1,484 1.47 2,566 2.42 - - $345 0.42% $3,971 1.79% CLL GECC Corporate GE Capital $5,538 2.39% CLL Consumer GECC Corporate GE Capital 1Q’15 4Q’14 $2,295 14.92% $121 0.44% 1Q’14 $213 0.74% - (1) (0.05) - 15 2.29 (4) (0.60) 1 0.14 3,589 18.05 755 2.99 803 2.99 - - - $5,899 15.54% $871 1.57% $1,017 1.73% (a - During 1Q15, we signed an agreement to sell the majority of the assets in our Real Estate segment and classified the segment as discontinued operations. As a result, prior periods have been recasted accordingly. In addition, the majority of the financing receivables in the CLL and Consumer segments were moved to held-for-sale, which reduced non-accrual balances. Write-offs during the first quarter of 2015 include the impact of valuation adjustments related to assets moved to held-for-sale. 23 GECC funding ($ in billions) Debt composition –a) Non-recourse Securitization LT debt $365 29 232 $349 30 207 Unsecured term issuances $336-b) -c) $32 29 Bank lines CP coverage Liquidity LT debt <1yr. 55 63 63 24 25 24 25 21 25 1Q'14 4Q'14 1Q'15 $47 100%+ $75 $41 $44 100%+ $75 $38 $8–e) '14 '15 198 '13 Deposits/CDs Alternative funding/other Comm’l. paper $10 $45 100%+ $76 -d) $36 • Completed $8B of LT debt issuance YTD in 3 currencies • Liquidity in the global CP markets continues to be strong • Deposits/CDs and other alternative funding ~25% of total debt, securitization ~9% • Liquidity position remains strong (a - Continuing operations (excludes obligations issued to third parties that we reported in Discontinued operations or Held-for-Sale). (b - Includes ~$(11.5)B YTD FX impact and ~$0.9B YTD FAS 133 (c – Includes ~$59B of Synchrony borrowings (d – Liquidity includes cash & equivalents and $2.8B of debt obligations of the U.S. Treasury as of 1Q15 (e – Excludes ~$1.0B of unsecured Synchrony issuance 24 GECC leverage ratio-a) ($ in billions) As reported Debt Equity-b) Leverage ratio Debt Less: Liquidity-c) Adjusted debt Equity-b) Adjusted leverage ratio 1Q’15 4Q’14 1Q’14 $338.9 70.7 $351.9 87.5 $365.2 84.6 4.8 4.0 4.3 338.9 (78.2) 260.7 351.9 (76.4) 275.5 365.2 (75.4) 289.8 70.7 87.5 84.6 3.7 3.1 3.4 (a - Includes discontinued operations and balances recorded as held for sale for all periods (b - Total equity ex-non-controlling interests (c - Liquidity includes cash & equivalents and $2.8B of debt obligations of the U.S. Treasury as of 1Q’15 25 GECC tier 1 common ratio estimate-a) ($ in billions) 1Q’15 4Q’14 1Q’14 $70.7 $87.5 $84.6 (4.9) (22.0) 1.2 (4.9) (25.6) 1.0 (4.9) (26.9) 0.2 45.0 58.0 53.0 Estimated risk weighted assets 422.8 446.2 464.3 Tier 1 common ratio 10.6% 13.0% 11.4% 9.4% 11.9% 10.8% As reported Shareowners' equity –b) - Preferred equity - G/W & Intangibles - Other additions/(deductions) Tier 1 common Tangible Common Equity/Tangible Assets (a - Based on Basel 3 standardized approach on a transitional basis; includes discontinued operations for all periods (b - Total equity ex-non-controlling interests 26 GE Capital ending net investment ($ in billions) 1Q’15 4Q’14-a) 3Q’14-a) 2Q’14-a) 1Q’14-a) $476.5 $500.2 $506.9 Less: assets of discontinued operations-b) (31.3) (1.2) (1.3) (1.5) (1.4) GECC total assets $509.6 $510.4 Less: non-interest bearing liabilities & others (66.0) (60.5) (60.9) (60.5) (60.0) GE Capital ENI 379.2 438.5 444.7 447.6 449.0 Less: Liquidity-c) (76.4) (75.5) (79.9) (76.3) (75.3) $302.8 $363.0 $364.8 GE Capital ENI (ex-Liquidity) $371.3 $373.7 (a- As originally reported. (b- During 1Q’15, we signed an agreement to sell the majority of the assets in our Real Estate segment and classified the segment as discontinued operations. (c - Liquidity includes cash & equivalents and $2.8B of debt obligations of the U.S. Treasury as of 1Q’15. 27 GE Capital reserves-a) ($ in billions) Allowances for losses Commercial $5.0 $4.9 0.9 0.9 $3.3 0.1 Consumer Coverage: Reserves Nonaccrual 4.1 4.0 1Q'14 4Q'14 1Q'15 2.14% 90% 2.21% 124% 4.11% N/M-b) 3.3 Note: Reserve components are calculated independently. As a result, the sum of the individually displayed amounts may not equal the total. (a - During 1Q15, we signed an agreement to sell the majority of the assets in our Real Estate segment and classified the segment as discontinued operations. As a result, prior periods have been recasted accordingly. Balances related to the first quarter of 2015 include the impacts of moving the majority of the financing receivables associated with the CLL and Consumer segments to held-for-sale. (b – Not meaningful 28