GE 2Q’14 supplemental information • GE Capital segment results • GE Capital segment assets • GE Capital ending net investment • GE Capital nonaccrual/net charge-offs • GECC funding • GECC leverage ratio • GECC tier 1 common ratio estimate • GE Capital reserves • Orders & backlog by segment • Equipment orders • Equipment/service revenue by segment - 2Q’14 • Equipment/service revenue by segment - 2Q’14 YTD • GE Industrial segment organic revenue growth • Units summary – orders • Units summary – sales • Regional summary • Corporate operating profit (cost) • Operating earnings & EPS • GE effective tax rate (ex. GECC) • GE Industrial CFOA from continuing operations Imagination at work. GE Capital segment results ($ in millions – net earnings) 2Q’14 2Q’13 V% $541 $825 (34)% Consumer 472 830 (43) Real Estate 289 435 (34) GECAS 343 304 13 76 60 27 143 (530) F 1,864 1,924 (3) (161) (135) (19) $1,703 $1,789 CLL EFS GECC Corporate Earnings from continuing ops. Preferred stock dividends GE Capital segment profit -a) (5)% (a- Effective in the second quarter of 2014, GE began reporting the GE Capital segment results including the effects of the GECC preferred stock dividends. The cost of these dividends had previously been reported in the GE Corporate Items and Eliminations line in GE’s Summary of Operating Segments table. Presenting GE Capital segment results including the effects of the GECC preferred stock dividends aligns the way management currently measures the results of the financial services business. Prior-period information has been reclassified to be consistent with how management currently measures GE Capital. 2 GE Capital segment assets ($ in billions) 2Q’14 2Q’13 $174.3 $173.5 Consumer 134.6 135.0 - Real Estate 36.9 41.6 (11) GECAS 43.9 48.3 (9) EFS 15.8 18.4 (14) 102.6 101.5 1 $508.1 $518.3 1.5 2.8 $509.6 $521.1 CLL GECC Corporate GE Capital segment assets Assets of discontinued operations GECC total assets V% -% (2)% (46) (2)% 3 GE Capital ending net investment ($ in billions) 2Q’14 1Q’14 4Q’13 3Q’13 2Q’13 $509.6 $510.4 $516.8 $520.7 $521.1 (1.5) (1.4) (2.3) (2.6) (2.8) Less: non-interest bearing liabilities & others (60.5) (60.0) (59.3) (58.0) (58.5) GE Capital ENI 447.6 449.0 455.2 460.1 459.8 Less: cash & equivalents (76.3) (75.3) (74.9) (76.3) (69.5) GE Capital ENI (ex. cash) $371.3 $373.7 $380.3 $383.8 $390.3 GECC total assets Less: assets of discontinued operations 4 GE Capital nonaccrual/net charge-offs ($ in millions) Nonaccrual assets/nonaccrual % fin. rec. Total net charge-offs/net charge-offs % fin. rec. 2Q’14 2Q’14 CLL 1Q’14 2Q’13 $2,530 2.23% $2,654 2.32% $3,397 2.91% 1,948 9.84 2,383 11.78 4,294 21.88 GECAS 153 1.81 275 3.11 - EFS 76 2.74 43 1.56 4 0.09 2,419 2.36 2,566 2.42 3,831 3.48 - - 12 2.82 Real Estate Consumer GECC Corporate GE Capital $7,126 2.89% $7,921 3.14% $11,538 4.41% 1Q’14 CLL $123 0.43% Real Estate (77) (1.54) 4 0.08 34 0.69 7 0.32 - - (1) (0.14) 1 0.14 - 814 3.13 803 2.99 758 2.77 - - - GECAS EFS Consumer GECC Corporate GE Capital $866 1.39% $213 0.74% 2Q’13 $1,021 1.60% $298 1.01% $1,090 1.66% 5 GECC funding ($ in billions) Debt composition –a) Non-recourse Securitization LT debt $375 30 237 $371 30 234 Unsecured term issuances $363-b) 30 $32 $9 226 '12 Deposits/CDs Alternative funding/other Comm’l paper Bank lines CP coverage Cash & equiv. LT debt <1yr. 48 53 58 24 36 25 29 24 25 2Q'13 4Q'13 2Q'14 $48 100%+ $69 $32 $48 100%+ $75 $39 $32 $46 100%+ $76 $39 '13 '14YTD • Completed $9B of LT debt issuance YTD in 5 currencies…including $4B in 2Q • Liquidity in the global CP markets continues to be strong • Deposits/CDs and other alternative funding ~23% of total debt, securitization ~8% • Liquidity position remains strong (a - Continuing operations (b - Includes ~$0.1B YTD FX impact and ~$1.5B YTD FAS 133 6 GECC leverage ratio-a) ($ in billions) As reported Debt Equity–b) Leverage ratio Debt Less: cash & equiv. Adjusted debt Equity–b) Adjusted leverage ratio 2Q’14 1Q’14 2Q’13 $363.2 85.8 $365.2 84.6 $375.6 84.2 4.2 4.3 4.5 363.2 (76.6) 286.6 365.2 (75.4) 289.8 375.6 (69.6) 306.0 85.8 84.6 84.2 3.3 3.4 3.6 (a - Includes discontinued operations for all periods (b - Total equity ex. non-controlling interests 7 GECC tier 1 common ratio estimate-a) ($ in billions) 2Q’14 1Q’14 4Q’13 3Q’13 2Q’13 As reported Shareowners’ equity-b) $85.8 $84.6 $82.7 $84.1 $84.2 - Preferred equity Intang. & GW - Unr. G/(L) on invt. & hdg. - Other additions/(deductions) (4.9) (27.6) (0.9) (0.9) (4.9) (27.6) (0.6) (0.7) (4.9) (27.4) (0.0) (0.3) (4.9) (27.9) 0.1 (0.8) (4.9) (28.0) 0.3 (0.8) 51.5 50.8 50.1 50.6 50.8 439.7 444.4 447.2 446.2 454.4 Tier 1 common Estimated risk weighted assets-c) - Tier 1 common ratio 11.7% 11.4% 11.2% 11.3% 11.2% Tangible Common Equity/Tangible Assets 11.0% 10.8% 10.3% 10.4% 10.4% (a - Includes discontinued operations for all periods (b - Total equity ex. non-controlling interests (c - Based on Basel 1 RWA estimates 8 GE Capital reserves ($ in billions) Allowances for losses $5.2 $5.1 $5.2 Commercial 1.1 1.1 1.1 Consumer 4.1 4.1 4.1 2Q'13 1Q'14 2Q'14 2.00% 45% 2.04% 65% 2.09% 72% Coverage: Reserves Nonaccrual Note: Reserve components are calculated independently. As a result, the sum of the individually displayed amounts may not equal the total. 9 Orders & backlog by segment ($ in billions) Power & Water 2Q’14 Orders V% 2Q’14 YTD Orders $6.3 6% $12.0 V% 7% 2Q’14 Backlog $63.4 V% 3% Oil & Gas 5.3 5 9.9 - 18.6 3 Energy Management 1.9 (14 ) 4.1 (8) 5.0 12 Aviation 5.8 1 11.3 (9) 126.9 16 Healthcare 4.8 - 9.1 - 16.6 6 Transportation 1.5 35 3.8 72 15.9 13 Industrial segments $25.1 4% $48.8 2% $246.4 10% 10 Equipment orders ($ in billions) 3Q’13 V% Power & Water 4Q’13 V% 1Q’14 V% 81% Oil & Gas 2.3 3 2.9 (8) 2.4 (17 ) 2.5 (9) 2.5 (8) Energy Management 1.5 10 1.7 6 1.6 1.4 (18) 1.5 (3) Aviation 5.0 92 4.1 (15) 2.4 (38 ) 2.9 (8) 3.6 - Healthcare 2.7 6 3.4 (1) 2.3 - 2.8 - 2.8 1 Transportation 0.9 65 0.6 (2) 1.8 F 0.6 40 1.0 93 32% $18.4 10% $12.6 (8)% $13.0 (1)% 31% $6.4 (6 ) $3.0 $3.7 37% $15.1 (3)% V% $3.0 Industrial Segments $2.6 2Q’14 V% Four qtr. rolling average (3)% $14.8 7% 11 Equipment/service revenue by segment - 2Q’14 ($ in billions) Power & Water 2Q’14 Equipment V% 2Q’14 Services $3.1 20% $3.2 V% 2% 2Q’14 Total V% $6.3 10% Oil & Gas 2.6 29 2.2 11 4.8 20 Energy Management 1.4 (4) 0.5 (13 ) 1.9 (6 ) Aviation 3.1 15 2.9 15 6.1 15 Healthcare 2.5 (1) 2.0 - 4.5 - Transportation 0.6 (32) 0.7 (2) 1.3 Appliances & Lighting 2.0 (1) 0.1 7 2.1 Industrial Segments $15.2 8% $11.7 5% $26.9 (18 ) 7% Note: Individual amounts are rounded. As a result the sum of the parts presented may not add to the total. 12 Equipment/service revenue by segment - 2Q’14 YTD ($ in billions) Power & Water 2Q’14 YTD Equipment V% 2Q’14 YTD Services $6.0 29% $5.8 V% (1)% 2Q’14 YTD Total $11.8 V% 12% Oil & Gas 4.9 35 4.1 12 9.1 23 Energy Management 2.6 (5) 0.9 (6) 3.5 (5)% Aviation 6.0 14 5.8 15 11.9 Healthcare 4.8 (1) 3.9 (1) 8.7 (1)% Transportation 1.2 (27) 1.4 (4) 2.5 (16)% Appliances & Lighting 3.8 (2) 0.2 2 4.0 (2)% Industrial Segments $29.2 $51.5 8% 10% $22.2 4% 14 Note: Individual amounts are rounded. As a result the sum of the parts presented may not add to the total. 13 GE Industrial segment organic revenue growth ($ in millions except earnings per share) 2Q’14 2Q’13 V% 2Q’14 YTD $26,908 $25,168 7% $51,457 $47,842 1,035 532 1,474 850 Industrial segment revenues excluding the effects of acquisitions, business dispositions (other than dispositions of businesses acquired for investment), currency exchange rates $25,873 $24,636 $49,983 $46,992 Industrial segment revenue Less the effects of: Acquisitions, business dispositions (other than dispositions of businesses acquired for investment) & currency exchange rates 5% 2Q’13 YTD V% 8% 6% 14 Units summary - orders 2Q’14 YTD 2Q’13 YTD V 2Q’14 2Q’13 V 10 715 24 581 (14) 134 41 1,137 32 1,165 9 (28) Aviation: CEO engines GEnx engines Military engines Spares rate -a) 1,061 13 163 $28.4 1,255 29 142 $24.6 (194) (16) 21 $3.8 1,857 19 454 $29.1 2,601 34 285 $25.0 (744) (15) 169 $4.1 Transportation: Locomotives $138 60 78 397 140 257 Power & Water: Gas turbines Wind turbines (a - Commercial spares rate in millions of dollars per day 15 Units summary - sales Power & Water: Gas turbines Wind turbines Aviation: CEO engines GEnx engines Military engines Spares rate -a) Transportation: Locomotives 2Q’14 YTD 2Q’13 YTD 2Q’14 2Q’13 V V 21 510 19 351 2 159 38 1,156 31 652 7 504 652 75 261 $28.7 596 33 280 $25.2 56 42 (19) $3.5 1,298 145 509 $28.6 1,192 74 559 $24.3 106 71 (50) $4.3 165 170 (5) 343 313 30 (a - Commercial spares rate in millions of dollars per day 16 Regional summary ($ in billions) Infrastructure Orders 2Q’14 Resource Rich-a) Asia -b) V% $7.7 19% 3.5 5 Industrial Segment Revenues 2Q’14 YTD V% $15.2 12% $7.5 (6 ) 2.9 6.0 2Q’14 V% 7% 5 2Q’14 YTD V% $14.3 8% 5.2 2 Growth regions $11.2 14% $21.2 6% $10.4 6% $19.5 6% Developed-c) $13.9 (3)% $27.6 (1)% $16.6 7% $31.9 8% Total $25.1 4% $48.8 2% $26.9 7% $51.5 8% (a - Resource Rich: Australia & New Zealand, Canada, Latin America, MENAT, Russia/CIS, & Sub Saharan Africa (b - Asia: ASEAN, China, & India (c - Developed: US, Europe, Japan, & Korea Note: Individual amounts are rounded. As a result the sum of the parts presented may not add to the total. 17 Corporate operating profit (cost) ($ in millions) 2Q’14 2Q’13 2Q’14 YTD NBCU/NBCU LLC $- $33 $- $1,371 Gains (losses) on disposed businesses 91 - 91 - Principal retirement plans-a) (582) (806) (1,163) (1,598) Restructuring and other charges (407) (280) (783) (826) Other Corporate costs & eliminations (576) (695) (1,161) (1,174) (1,474) (1,748) (3,016) (2,227) Less: Non-operating pension cost (529) (661) (1,055) (1,312) Total Corporate (operating) (945) (1,087) (1,961) (915) Less: NBCU, restructuring & other, gains (316) (247) (692) 545 $(629) $(840) $(1,269) $(1,460) Total Corporate costs (continuing) Adjusted Total Corporate (operating) 2Q’13 YTD (a - Includes non-operating pension 18 Operating earnings & EPS ($ in millions except earnings per share) Earnings from continuing operations attributable to GE Adjustment (net of tax): non-operating pension costs/(income) Operating earnings 2Q’14 2Q’13 V% 2Q’14 YTD 2Q’13 YTD $3,586 $3,257 10% $6,573 $6,904 344 430 686 853 $3,930 $3,687 7% $7,259 $7,757 (6)% $0.35 $0.31 13% $0.65 $0.66 (2)% .03 .04 .07 .08 $0.39 $0.36 $0.72 $0.75 V% (5)% Earnings per share – diluted-a) Continuing earnings per share Adjustment (net of tax): non-operating pension costs/(income) Operating earnings per share 8% (4)% (a - Earnings per share amounts are computed independently. As a result, the sum of per share amounts may not equal the total. 19 GE effective tax rate (ex. GECC) ($ in millions) GE earnings from continuing operations before income taxes 2Q’14 2Q’13 2Q’14 YTD $3,985 $3,703 $7,232 $7,747 Less GECC earnings from continuing ops. attributable to the company 1,864 1,924 3,797 3,862 $2,121 $1,779 $3,435 $3,885 GE (ex. GECC) provision for income taxes – continuing ops. $409 $297 $727 $721 Effective tax rate GE (ex. GECC) 19% 17% 21% 19% Adjusted earnings from continuing ops. before income taxes 2Q’13 YTD 20 Industrial CFOA from continuing operations ($ in millions) 2Q’14 YTD 2Q’13 YTD V% $3,371 $3,697 (9)% 1,416 1,947 $1,955 $1,750 Less the effects of NBC related taxes – 1,565 Less the effect of pension contributions – – $1,955 $3,315 Cash from GE’s operating activities as reported Less GECC dividends Cash from GE’s operating activities excluding dividends from GECC (Industrial CFOA) Industrial CFOA excluding NBC related taxes and pension contributions 12% (41)% 21