GE 3Q’15 supplemental information • Orders & backlog by segment • Equipment orders • Equipment/service revenue by segment - 3Q’15 • Equipment/service revenue by segment - 3Q’15 YTD • GE Industrial segment organic revenue growth • GE Industrial segment organic op profit growth • Oil & Gas and Healthcare organic op profit growth • Organic revenue by Segment • Units summary – orders • Units summary – sales • Regional summary • Corporate operating profit (cost) • Industrial operating profit margins • Operating earnings & EPS • Industrial operating EPS • Industrial operating plus Verticals earnings & EPS • GE effective tax rate (ex-GECC) • Industrial CFOA from continuing operations • Free cash flow Imagination at work. • GE Capital segment results • GE Capital Verticals results • GE Capital segment assets • GE Capital nonaccrual/net charge-offs • GECC funding • GECC leverage ratio • GECC tier 1 common ratio estimate • GE Capital ending net investment • GE Capital reserves Orders & backlog by segment ($ in billions) Power & Water 3Q'15 Orders $6.9 V% 8% 3Q'15 YTD Orders $19.1 V% 4% 3Q'15 Backlog $64.9 V% 1% Oil & Gas 3.0 (38) 11.5 (22) 22.3 (7) Energy Management 2.1 2 6.2 1 5.4 7 Aviation 6.5 (35) 21.6 1 141.7 11 Healthcare 4.5 (4) 13.4 (3) 15.9 (3) Transportation 0.9 (77) 3.7 (51) 19.9 8 Infrastructure $23.2 (26)% $73.4 (9)% $269.7 5% 2 Equipment orders ($ in billions) 3Q'15 $3.5 V% 7% Four qtr. rolling average $3.7 (14) 1.1 (60) 2.0 (25) 1.5 6 1.6 6 1.6 - 64 4.0 37 2.8 (58) 3.8 (6) 2.3 (1) 2.7 (3) 2.6 (5) 2.8 (2) F 0.8 (56) 0.5 (19) 0.1 (95) 0.7 (56) 0% $12.0 $11.2 (43)% $14.0 (12)% 4Q'14 $5.6 V% (12)% 1Q'15 $1.8 V% (29)% 2Q'15 $3.9 Oil & Gas 2.5 (15) 2.2 (10) 2.2 Energy Management 1.6 (5) 1.5 (6) Aviation 4.4 8 3.9 Healthcare 3.4 2 Transportation 1.2 Infrastructure $18.4 Power & Water (5)% $14.5 V% 29% 11% V% (3)% Note: Individual amounts are rounded. As a result the sum of the parts presented may not add to the total year. 3 Equipment/service revenue by segment - 3Q’15 ($ in billions) 3Q'15 Equipment Power & Water V% 3Q'15 Services V% 3Q'15 Total V% $3.3 (6)% $3.2 9% $6.5 1% Oil & Gas 2.0 (18)% 1.8 (14)% 3.9 (16)% Energy Management 1.3 3% 0.5 (14)% 1.8 (2)% Aviation 2.8 (6)% 3.2 17% 6.0 5% Healthcare 2.3 (6)% 1.9 (4)% 4.3 (5)% Transportation 0.8 (2)% 0.8 10% 1.6 3% Appliances & Lighting 2.2 9% 0.1 1% 2.3 8% $14.7 (5)% $11.6 3% $26.2 (1)% Industrial segments Note: Individual amounts are rounded. As a result the sum of the parts presented may not add to the total 4 Equipment/service revenue by segment - 3Q’15 YTD ($ in billions) 3Q'15 YTD Equipment Power & Water $9.5 V% 1% 3Q'15 YTD Services $9.4 V% 8% 3Q'15 YTD Total $19.0 V% 4% Oil & Gas 6.2 (17) 5.7 (9) 11.9 (13) Energy Management 3.8 (1) 1.4 (4) 5.2 (2) Aviation 8.6 (4) 9.3 9 17.9 2 Healthcare 6.9 (5) 5.8 (3) 12.7 (4) Transportation 2.2 9 2.1 3 4.3 6 Appliances & Lighting 6.2 7 0.3 (4) 6.5 6 Industrial segments $43.4 (3)% $34.1 2% $77.5 (1)% Note: Individual amounts are rounded. As a result the sum of the parts presented may not add to the total 5 GE Industrial segment organic revenue growth ($ in millions) Industrial segment revenue 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 3Q'15 3Q'14 V% $26,243 $26,625 (1)% (1,238) 76 $27,481 $26,549 YTD $77,479 $78,082 (3,217) 4% YTD V% (1)% 563 $80,696 $77,519 4% Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 6 GE Industrial segment organic op profit growth ($ in millions) 3Q'15 Industrial segment op 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 3Q'14 $4,530 $4,331 (168) 29 $4,698 $4,302 V% 3Q'15 YTD 3Q'14 YTD V% 5% $12,445 $11,776 6% (483) 89 $12,928 $11,687 9% 11% Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 7 Oil & Gas and Healthcare organic op profit growth ($ in millions) Oil and Gas 3Q'15 3Q'14 Industrial segment op 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 $584 V% $660 (12)% (75) 2 $659 $658 0% Healthcare 3Q'15 3Q'14 $652 V% $727 (10)% (28) 20 $680 $707 (4)% Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 8 Organic revenue by segment ($ in millions) 3Q'15 3Q'14 V% 3Q'15 YTD 3Q'14 YTD V% 18,978 (1,007) 19,985 18,176 64 18,112 11,891 (990) 12,882 13,666 312 13,354 (13)% 5,226 (407) 5,633 5,341 8 5,333 (2)% 17,927 (1) 17,928 17,566 122 17,444 2% 12,666 (724) 13,390 13,166 56 13,110 (4)% 4,322 4,322 4,073 4,073 6% 6,469 (88) 6,557 6,094 6,094 6% Power & Water Reported Revenue Less Acq./Disp. & FX Organic Revenue 6,461 (355) 6,816 6,375 19 6,356 1% 3,868 (399) 4,267 4,597 29 4,568 (16)% 1,773 (142) 1,915 1,813 1,813 (2)% 6,001 (1) 6,002 5,698 7 5,691 5% 4,255 (309) 4,564 4,485 22 4,463 (5)% 1,593 1,593 1,540 1,540 3% 2,293 (32) 2,325 2,117 2,117 8% 7% 4% 10% Oil & Gas Reported Revenue Less Acq./Disp. & FX Organic Revenue (7)% (4)% Energy Management Reported Revenue Less Acq./Disp. & FX Organic Revenue 6% 6% Aviation Reported Revenue Less Acq./Disp. & FX Organic Revenue 5% 3% Healthcare Reported Revenue Less Acq./Disp. & FX Organic Revenue 2% 2% Transportation Reported Revenue Less Acq./Disp. & FX Organic Revenue 3% 6% Appliances & Lighting Reported Revenue Less Acq./Disp. & FX Organic Revenue 10% 8% Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 9 Units summary – orders 3Q'15 3Q'14 V 3Q'15 YTD 3Q'14 YTD V Power & Water: Gas Turbines Wind Turbines 22 821 23 839 (1) (18) 61 2,085 64 1,976 (3) 109 Aviation: CEO engines GEnx engines-a) Military engines Spares rate-b) 883 84 3 $39.5 1,376 16 222 $30.9 (493) 68 (219) $8.6 3,083 169 315 $38.8 3,233 35 676 $29.7 (150) 134 (361) $9.1 Transportation: Locomotives 3 1,131 (1,128) 313 1,528 (1,215) (a- GEnx engines are a subset of CEO engines (b- Commercial spares rate in millions of dollars per day 10 Units summary – sales 3Q'15 3Q'14 3Q'15 YTD V 3Q'14 YTD V Power & Water: Gas Turbines Wind Turbines 16 735 26 642 (10) 93 79 2,013 64 1,798 15 215 Aviation: CEO engines GEnx engines-a) Military engines Spares rate-b) 611 64 158 $37.6 615 65 295 $30.9 (4) (1) (137) $6.7 1,945 201 501 $37.1 1,913 210 804 $29.3 32 (9) (303) $7.8 Transportation: Locomotives 259 219 40 665 562 103 (a- GEnx engines are a subset of CEO engines (b- Commercial spares rate in millions of dollars per day 11 Regional summary ($ in billions) Infrastructure Orders 3Q'15 Resource Rich-a) Asia-b) Growth Regions V% $5.9 (47)% 3.3 (6) 3Q'15 YTD $21.2 9.1 Industrial Segment Revenues V% 3Q'15 V% (20)% $6.9 (7)% (4) 2.8 (7) $9.2 (37)% $30.3 (16)% Developed-c) $13.9 (17)% $43.1 Total $23.2 (26)% $73.4 3Q'15 YTD $21.4 8.4 V% (2)% 3 $9.7 (7)% $29.8 0% (3)% $16.6 2% $47.6 (1)% (9)% $26.2 (1)% $77.5 (1)% (a - Resource Rich: Australia & New Zealand, Canada, Latin America, MENAT, Russia/CIS, & Sub-Saharan Africa (b - Asia: ASEAN, China & India (c - Developed: US, Europe, Japan, & Korea Note: Individual amounts are rounded. As a result, the sum of the parts presented may not add to the total 12 Corporate operating profit (cost) ($ in millions) 3Q'15 Gains (losses) on disposed businesses-a) 3Q'15 YTD 3Q'14 3Q'14 YTD $- $- $499 $91 Principal retirement plans-b) (659) (582) (2,121) (1,745) Restructuring and other charges (346) (435) (1,167) (1,218) Other Corporate costs & eliminations (554) (533) (1,648) (1,694) (1,559) (1,550) (4,437) (4,566) Less: Non-operating pension cost (693) (537) (2,077) (1,592) Total Corporate (operating) (866) (1,013) (2,360) (2,974) Less: restructuring & other, gains (346) (435) (668) (1,127) ($520) ($578) ($1,692) ($1,847) Total Corporate costs (continuing) Adjusted Total Corporate (operating) (a– Includes NBCU settlement (b– Includes non-operating pension Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 13 Industrial operating profit margins ($ in millions) 3Q'15 Industrial segment revenue 3Q'14 $26,243 $26,625 Plus: Corporate revenue (875) (902) Less: GE-GECC eliminations (444) (538) 25,813 26,261 4,530 4,331 Plus: Corporate costs (continuing) (1,559) (1,550) Less: Non-operating pension cost (693) (537) Less: Gains and restructuring (346) (435) 4,010 3,753 15.5% 14.3% Industrial revenue Industrial segment op profit Industrial OP profit Industrial OP margin Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 14 Operating earnings & EPS ($ in millions except earnings per share) 3Q'15 Earnings from continuing operations attributable to GE Adjustment (net of tax): non-operating pensions costs/(income) Operating earnings 3Q'14 V% 3Q'15 YTD 3Q'14 YTD 1% ($2,091) $8,016 1,350 1,035 V% $2,853 $2,831 U 450 349 $3,303 $3,180 4% ($741) $9,051 U $0.28 $0.28 0% ($0.21) $0.79 U 0.04 0.03 0.13 0.10 $0.32 $0.31 ($0.07) $0.89 Earnings per share - diluted-a) Continuing earnings per share Adjustment (net of tax): non-operating pensions costs/(income) Operating earnings per share 3% U (a - Earnings per share amounts are computed independently. As a result, the sum of per share amounts may not equal the total Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 15 Industrial operating EPS ($ in millions except earnings per share) 3Q'15 Operating earnings 3Q'14 $3,303 $3,180 734 Industrial operating earnings Operating earnings per share V% 3Q'15 YTD 3Q'14 YTD V% 4% ($741) $9,051 U 843 (13)% (7,555) 3,091 U 2,569 2,337 10% 6,814 5,960 14% $0.32 $0.31 3% ($0.07) $0.89 U GE Capital operating EPS -a) 0.07 0.08 (13)% (0.75) 0.31 U Industrial operating EPS -a) 0.25 0.23 9% 0.68 0.59 15% GE Capital operating earnings (a- Earnings per share amounts are calculated as percent of operating earnings. Earnings per share amounts are computed independently. As a result, the sum of per share amounts may not equal the total. Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 16 Industrial operating plus Verticals earnings & EPS ($ in millions except earnings per share) 3Q'15 3Q'14 V% 3,303 3,180 4% 384 617 2,920 351 2,569 2,563 226 2,337 Earnings per share - diluted -a) Operating earnings per share 0.32 0.31 Less: Other GE Capital 0.04 0.06 Industrial operating plus Verticals EPS 0.29 0.25 GE Capital Verticals operating EPS -a) Industrial operating EPS -a) 0.03 0.25 0.02 0.23 Operating earnings Less: Other GE Capital Industrial operating plus Verticals earnings GE Capital Verticals earnings Industrial operating earnings 3Q'15 YTD 3Q'14 YTD V% (741) 9,051 U (8,783) 1,892 14% 55% 10% 8,042 1,228 6,814 7,159 1,199 5,960 12% 2% 14% 3% (0.07) 0.89 U (0.87) 0.19 16% 0.80 0.71 13% 50% 9% 0.12 0.68 0.12 0.59 15% (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. Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 17 GE effective tax rate (ex. GECC) ($ in millions) GE earnings from continuing operations before income taxes Less GECC earnings from continuing ops. attributable to the company Adjusted earnings from continuing ops. before income taxes GE (ex. GECC) provision for income taxes - continuing ops. Effective tax rate GE (ex. GECC) 3Q'15 $3,222 3Q'14 $3,164 3Q'15 YTD ($827) 3Q'14 YTD $9,008 $734 $843 ($7,394) $3,252 $2,488 $2,321 $6,567 $5,756 $413 $416 $1,302 $1,143 17% 18% 20% 20% Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 18 Industrial CFOA from continuing operations ($ in millions) Cash from GE's operating activities as reported Less GECC dividends Cash from GE's operating activities excluding dividends from GECC (Industrial CFOA) 3Q'15 3Q'14 $2,576 $3,804 - 805 $2,576 $2,999 V% (32)% (14)% 3Q'15 YTD 3Q'14 YTD V% $6,526 $7,175 (9)% 450 2,221 $6,076 $4,954 23% Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 19 Free cash flow ($ in millions) Cash from GE's operating activities as reported Less: Additions to property, plant and equipment Plus: Dispositions of property, plant and equipment Free cash flow Less: GECC Industrial free cash flow 3Q'15 YTD 3Q'14 YTD V% $6,526 $7,175 (9)% 2,708 525 2,806 393 $4,344 $4,762 450 2,221 $3,894 $2,542 (9)% 53% Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 20 GE Capital segment results ($ in millions – net earnings) 3Q’15 CLL 3Q’14 V% $111 $90 23% Consumer 795 621 28 EFS (38) 61 U GECAS 313 133 F (445) (62) U 734 843 (13)% - - - $734 $843 (13)% $(347) $706 U $387 $1,549 (75)% GECC Corporate Earnings from continuing ops. Preferred stock dividends GE Capital segment profit Earnings (loss) from discontinued ops. Total GECC net earnings Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 21 GE Capital - Verticals results ($ in millions – net earnings) 3Q’15 3Q’14 $313 $133 F EFS (38) 61 U Other-a) 101 90 12% Allocated corporate costs-b) (25) (58) 57% $351 $226 55% 384 617 (38)% $734 $843 (13)% GECAS Verticals Other continuing operations GE Capital segment profit V% (a- Includes Healthcare Equipment Finance, Working Capital Solutions, & run-off Insurance (b- Revised estimate for allocated corporate costs Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 22 GE Capital segment assets ($ in billions) 3Q’15 3Q’14 V% CLL $21.6 $19.4 11% Consumer 120.9 140.5 (14) EFS 15.4 16.2 (5) GECAS 45.8 43.0 7 108.2 100.7 7 $311.9 $319.7 (2)% 121.9 189.7 (36) $433.8 $509.4 (15)% GECC Corporate GE Capital segment assets Assets of discontinued operations GECC total assets Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 23 GE Capital nonaccrual/net charge-offs -a) ($ in millions) Nonaccrual assets/nonaccrual % fin. rec. Total net charge-offs/net charge-offs % fin. rec. 3Q’15 2Q’15 3Q’14 $27 0.20% $20 0.16% $22 0.17% GECAS 195 2.64 318 4.22 153 1.81 GECAS (2) (0.11) EFS 82 3.36 28 1.00 57 2.04 EFS Consumer 2 0.00 2 0.00 2,249 2.22 Consumer - - $306 0.35% $368 0.44% CLL GECC Corporate GE Capital $2,481 1.97% 3Q’15 CLL GECC Corporate GE Capital $2 0.06% 2Q’15 $4 0.13% 3Q’14 $3 0.09% - 4 0.19 8 1.22 5 0.73 15 2.15 662 4.24 732 4.89 717 2.82 - 13 9.19 - $670 3.12% $754 3.64% $739 2.34% (a - Real estate and the majority of CLL have been classified as discontinued operations. As a result, prior periods have been recasted accordingly. Note: Effective September 30, 2015, certain columns and rows may not add due to the use of rounded numbers. Percentages presented are calculated from the underlying numbers in millions. 24 GECC funding ($ in billions) Debt composition –a) Non-recourse Securitization $327 20 Unsecured term issuances $318 19 $32 $272-b) -c) 16 215 LT debt Bank lines CP coverage Liquidity -d) LT debt <1yr. 44 44 24 25 23 25 49 11 13 3Q'14 4Q'14 3Q'15 $44 100%+ $80 $37 $8–e) '14 '15 206 184 Deposits/CDs Alternative funding/other Comm’l. paper $10 $44 100%+ $76 $38 $45 100%+ $97 $30 '13 • Completed $8B of LT debt issuance in 1Q’15 in 3 currencies • No incremental LT debt issuance currently expected in line with April 10th announcement • Deposits/CDs and other alternative funding ~22% of total debt, securitization ~6% • Liquidity position remains strong (a - Continuing operations (excludes obligations issued to third parties that we reported in Discontinued operations or Held-for-Sale) (b - Includes ~$(8.1)B YTD FX impact and ~$0.2B YTD FAS 133 (c - Includes ~$64B of Synchrony borrowings (d - Liquidity includes cash & equivalents (including discontinued operations and held for sale balances) and ~$3.2B of debt obligations of the U.S. Treasury 25 (e - Excludes ~$2.0B of unsecured Synchrony issuance GECC leverage ratio-a) ($ in billions) As reported Debt Equity-b) Leverage ratio Debt Less: Liquidity-c) Adjusted debt Equity-b) Adjusted leverage ratio 3Q’15 2Q’15 3Q’14 $299.5 68.2 $326.8 67.0 $359.3 86.3 4.4 4.9 4.2 299.5 (97.0) $202.5 326.8 (84.6) $242.2 359.3 (80.1) $279.2 68.2 67.0 86.3 3.0 3.6 3.2 (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 $3.2B of debt obligations of the U.S. Treasury as of 3Q’15 26 GECC tier 1 common ratio estimate-a) ($ in billions) As reported Shareowners' equity –b) - Preferred equity - G/W & Intangibles - Other additions/(deductions) Tier 1 common Estimated risk weighted assets 3Q’15 2Q’15 3Q’14 $68.2 $67.0 $86.3 (4.9) (15.5) 1.1 (4.9) (18.5) 1.1 (4.9) (26.4) 0.6 48.9 44.7 55.6 356.7 393.4 447.8 Tier 1 common ratio 13.7% 11.4% 12.4% Tangible Common Equity/Tangible Assets 11.2% 9.6% 11.2% (a - Based on Basel 3 standardized approach on a transitional basis; includes discontinued operations for all periods (b - Total equity ex-non-controlling interests 27 GE Capital ending net investment ($ in billions) 3Q’15 GECC total assets 2Q’15-b) 1Q’15-a) 4Q’14-a) 3Q’14-a) $433.8 $463.3 $476.5 $500.2 $506.9 Less: assets of discontinued operations (121.9) (154.9) (31.3) (1.2) (1.3) Less: non-interest bearing liabilities & others (50.3) (51.2) (66.0) (60.5) (60.9) GE Capital ENI 261.6 257.2 379.2 438.5 444.7 Less: Liquidity-c) (85.5) (77.9) (76.4) (75.5) (79.9) $176.1 $179.3 $302.8 $363.0 $364.8 $270.6 $309.0 $331.4 $362.9 $364.9 GE Capital ENI (ex-Liquidity) Memo: GECC ENI (ex-Liquidity) incl. discontinued ops (a - As originally reported (b - During 2Q’15 we classified additional businesses within GECC's Commercial Lending and Leasing business as held for sale and reported in discontinued operations (c - Liquidity includes cash & equivalents from continuing operations (excluding held for sale balances) and $3.2B of debt obligations of the U.S. Treasury as of 3Q’15 28 GE Capital reserves–a) ($ in billions) Allowances for losses Commercial Consumer Coverage: Reserves Nonaccrual $4.2 $3.4 $3.5 0.1 0.1 3.3 3.4 3Q'14 2Q'15 3Q'15 3.36% 171% 4.02% N/M–b) 3.96% N/M–b) 0.0 4.2 Note: Reserve components are calculated independently. As a result, the sum of the individually displayed amounts may not equal the total. (a - Real estate and the majority of CLL have been classified as discontinued operations. As a result, prior periods have been recasted accordingly (b - Not meaningful 29