GE 3Q’14 supplemental information • GE Capital segment 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 • Equipment orders • Equipment/service revenue by segment - 3Q’14 • Equipment/service revenue by segment - 3Q’14 YTD • GE Industrial segment organic revenue growth • Units summary – orders • Units summary – sales • Regional summary • Corporate operating profit (cost) • Industrial operating profit (as adjusted) • 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) 3Q’14 $617 3Q’13 $479 Consumer 621 898 (31) Real Estate 175 464 (62) GECAS 133 173 (23) 61 150 (59) (115) (261 ) 56 CLL EFS GECC Corporate Earnings from continuing ops. V% 29% 1,492 1,903 (22) Preferred stock dividends-a) - - - GE Capital segment profit $1,492 $ 1,903 (22)% (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. 2 GE Capital segment assets ($ in billions) 3Q’14 $170.5 3Q’13 $170.3 Consumer 140.5 134.6 4 Real Estate 36.5 39.9 (9) GECAS 43.0 47.2 (9) EFS 16.2 18.1 (11) GECC Corporate 98.9 108.0 (8) 505.6 518.1 (2)% 1.3 2.6 $506.9 $520.7 CLL GE Capital segment assets Assets of discontinued operations GECC total assets V% -% (49) (3)% 3 GE Capital nonaccrual/net charge-offs ($ in millions) Nonaccrual assets/nonaccrual % fin. rec. Total net charge-offs/net charge-offs % fin. rec. 3Q’14 3Q’14 CLL 2Q’14 3Q’13 $2,114 1.92% $2,530 2.23% $3,389 2.95% 1,628 8.22 1,948 9.84 3,723 19.63 GECAS 153 1.81 153 1.81 - EFS 57 2.04 76 2.74 4 0.09 2,249 2.22 2,419 2.36 3,802 3.44 - - 11 2.80 Real Estate Consumer GECC Corporate GE Capital $6,201 2.56% $7,126 2.89% $10,929 4.23% CLL $116 0.42% 2Q’14 3Q’13 $123 0.43% $95 0.33% Real Estate 19 0.38 (77) (1.54) 61 1.26 GECAS 4 0.19 7 0.32 - EFS 15 2.15 (1) (0.14) - Consumer 717 2.82 814 3.13 757 2.75 GECC Corporate (0 ) (0.00) GE Capital $871 1.42% $866 1.39% (1 ) (0.94 ) $912 1.40% 4 GECC funding ($ in billions) Debt composition-a) Non-recourse Securitization LT debt non-guaranteed $376 30 $371 30 Unsecured term issuances $358-b) $32 30 $9-e) 238 234 216 -c) '12 Deposits/CDs Alternative funding/other Comm’l. paper Bank lines CP coverage Cash & equiv. LT debt <1yr. $32 51 53 61 24 33 25 29 26 25 3Q'13 4Q'13 3Q'14 $48 100%+ $76 $38 $48 100%+ $75 $39 $44 100%+ $80 $37 (a - Continuing operations (b - Includes ~$(5.1)B YTD FX impact and ~$1.7B YTD FAS 133; (c - Includes ~$3.6B of unsecured Synchrony issuance (d - Includes ~$7.5B of Synchrony bank borrowings (e - Excludes ~$3.6B of unsecured Synchrony issuance '13 '14YTD • Completed $9B of LT debt issuance YTD in 5 currencies -d) • Liquidity in the global CP markets continues to be strong • Deposits/CDs and other alternative funding ~24% of total debt, securitization ~8% • Liquidity position remains strong 5 GECC leverage ratio-a) ($ in billions) As reported Debt Equity–b) Leverage ratio Debt Less: cash & equiv. Adjusted debt Equity-b) Adjusted leverage ratio 3Q’14 2Q’14 3Q’13 $359.3 86.3 $ 363.2 85.8 $376.1 84.1 4.2 4.2 4.5 359.3 (80.1 ) 279.2 363.2 (76.6) 286.6 376.1 (76.4 ) 299.7 86.3 85.8 84.1 3.2 3.3 3.6 (a - Includes discontinued operations and balances recorded as held for sale for all periods (b - Total equity ex-non-controlling interests 6 GECC tier 1 common ratio estimate-a) ($ in billions) As reported Shareowners’ equity-b) - Preferred equity - Intang. & GW - Unr. G/(L) on invt. & hdg. - Other additions/(deductions) Tier 1 common Estimated risk weighted assets-c) 3Q’14 2Q’14 1Q’14 4Q’13 3Q’13 $86.3 $85.8 $84.6 $82.7 $84.1 (4.9 ) (27.1 ) (0.7 ) (0.7 ) (4.9) (27.6 ) (0.9 ) (0.9 ) (4.9) (27.6 ) (0.6 ) (0.7 ) (4.9) (27.4 ) (0.0 ) (0.3 ) (4.9 ) (27.9) 0.1 (0.8) 52.9 51.5 50.8 50.1 50.6 436.2 439.7 444.4 447.2 446.2 Tier 1 common ratio 12.1% 11.7% 11.4% 11.2% 11.3% Tangible Common Equity/Tangible Assets 11.3% 11.0% 10.8% 10.3% 10.4% (a - Includes discontinued operations for all periods (b - Total equity ex-non-controlling interests (c - Based on Basel 1 RWA estimates 7 GE Capital ending net investment ($ in billions) GECC total assets 3Q’14 2Q’14 1Q’14 4Q’13 3Q’13 $506.9 $509.6 $510.4 $516.8 $520.7 Less: assets of discontinued operations Less: non-interest bearing liabilities & others (1.3) (1.5) (1.4) (2.3) (2.6) (60.9) (60.5) (60.0) (59.3) (58.0) GE Capital ENI 444.7 447.6 449.0 455.2 460.1 Less: cash & equivalents (79.9) (76.3) (75.3) (74.9) (76.3) GE Capital ENI (ex-cash) $364.8 $371.3 $373.7 $380.3 $383.8 8 GE Capital reserves ($ in billions) Allowances for losses $5.1 $5.2 $5.2 Commercial 1.1 1.1 1.0 Consumer 4.0 4.1 4.2 3Q'13 2Q'14 3Q'14 1.97% 47% 2.09% 72% 2.13% 83% Coverage: Reserves Nonaccrual Note: Reserve components are calculated independently. As a result, the sum of the individually displayed amounts may not equal the total. 9 Orders & backlog by segment ($ in billions) Power & Water 3Q'14 Orders $6.4 V% 9% 3Q'14 YTD Orders $18.4 V% 8% 3Q'14 Backlog $64.3 V% 5% Oil & Gas 4.9 10 14.7 3 18.6 2 Energy Management 2.0 (1) 6.1 (5) 5.0 9 10.1 30 21.4 6 127.6 12 Healthcare 4.7 1 13.8 - 16.4 4 Transportation 3.8 F 7.7 98 18.5 24 Infrastructure $31.4 Aviation 22% $80.3 9% $250.4 9% 10 Equipment orders ($ in billions) 4Q'13 Power & Water V% 1Q'14 $6.4 81% $2.6 Oil & Gas 2.9 (8) 2.4 Energy Management 1.7 6 Aviation 4.1 Healthcare V% (3)% 2Q'14 V% 3Q'14 $3.0 (1)% $3.3 (17) 2.5 (9) 2.6 1.6 (6) 1.4 (18) (15) 2.4 (38) 2.9 3.4 (1) 2.3 - Transportation 0.6 (2) 1.8 Infrastructure $18.4 10% $12.6 V% 8% Four qtr. rolling average V% $3.8 24% 14 2.6 (6) 1.5 1 1.6 (4) (8) 6.8 35 4.0 (4) 2.8 - 2.7 - 2.8 - F 0.6 40 3.1 F 1.5 F (8)% $13.0 (3)% $19.7 31% $15.9 8% 11 Equipment/service revenue by segment - 3Q’14 ($ in billions) 3Q'14 Equipment Power & Water V% 3Q'14 Services V% 3Q'14 Total V% $3.4 (8)% $2.9 6% $6.4 (2)% Oil & Gas 2.5 9 2.1 4 4.6 7 Energy Management 1.3 1 0.5 (6) 1.8 (1) Aviation 2.9 14 2.8 (1) 5.7 6 Healthcare 2.5 7 2.0 1 4.5 4 Transportation 0.8 23 0.7 (3) 1.5 10 Appliances & Lighting 2.0 1 0.1 (4) 2.1 1 Industrial Segments $15.4 4% $11.2 2% $26.6 3% Note: Individual amounts are rounded. As a result the sum of the parts presented may not add to the total 12 Equipment/service revenue by segment - 3Q’14 YTD ($ in billions) 3Q'14 YTD Equipment Power & Water V% 3Q'14 YTD Services V% 3Q'14 YTD Total V% $9.4 12% $8.8 1% $18.2 Oil & Gas 7.4 25 6.3 9 13.7 17 Energy Management 3.9 (3) 1.5 (6) 5.3 (4) Aviation 9.0 14 8.6 9 17.6 12 Healthcare 7.2 2 5.9 - 13.2 1 Transportation 2.0 (12) 2.1 (4) 4.1 (8) Appliances & Lighting 5.8 (1) 0.3 - 6.1 (1) Industrial Segments $44.7 8% $33.4 4% $78.1 7% 6% Note: Individual amounts are rounded. As a result the sum of the parts presented may not add to the total 13 GE Industrial segment organic revenue growth ($ in millions) 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'14 3Q'13 V% 3Q'14 YTD $26,625 $25,813 3% $78,082 $73,655 815 880 2,288 1,729 $25,810 $24,933 $75,794 $71,926 4% 3Q'13 YTD V% 6% 5% 14 Units summary - orders 3Q'14 3Q'13 V 3Q'14 YTD 3Q'13 YTD V Power & Water: Gas Turbines Wind Turbines 23 839 27 613 (4) 226 64 1,976 59 1,778 5 198 Aviation: CEO engines GEnx engines-a) Military engines Spares rate-b) 1,376 16 222 $30.9 1,899 96 417 $24.0 (523) (80) (195) $6.9 3,233 35 676 $29.7 4,500 130 702 $24.6 (1,267) (95) (26) $5.1 Transportation: Locomotives 1,131 324 807 1,528 464 1,064 (a – GEnx engines are a subset of CEO engines (b - Commercial spares rate in millions of dollars per day 15 Units summary - sales 3Q'14 3Q'13 3Q'14 YTD V 3Q'13 YTD V Power & Water: Gas Turbines Wind Turbines 26 642 22 607 4 35 64 1,798 53 1,259 11 539 Aviation: CEO engines GEnx engines-a) Military engines Spares rate-b) 615 65 295 $30.9 559 26 273 $25.9 56 39 22 $5.0 1,913 210 804 $29.3 1,751 100 832 $24.8 162 110 (28) $4.5 Transportation: Locomotives 219 147 72 562 460 102 (a – GEnx engines are a subset of CEO engines (b - Commercial spares rate in millions of dollars per day 16 Regional summary ($ in billions) Infrastructure Orders Resource Rich-a) Asia-b) 3Q'14 V% 3Q'14 YTD $11.2 53% $26.4 3.5 (3) 9.5 Industrial Segment Revenues V% 3Q'14 V% 26% $7.4 1% (5) 3.0 7 3Q'14 YTD V% $21.7 5% 8.2 4 Growth Regions $14.7 34% $35.9 16% $10.4 2% $29.9 5% Developed-c) $16.7 14% $44.3 4% $16.2 4% $48.1 7% Total $31.4 22% $80.3 9% $26.6 3% $78.1 6% (a - Resource Rich: Australia & New Zealand, Canada, Latin America, MENAT, Russia/CIS, & Sub Saharan Africa (b - Asia: ASEAN, China, & India (c - Developed: US, Europe, Japan, & Korea Note: Individual amounts are rounded. As a result the sum of the parts presented may not add to the total. 17 Corporate operating profit (cost) ($ in millions) 3Q'14 NBCU/NBCU LLC 3Q'14 YTD 3Q'13 3Q'13 YTD $- $31 $- $1,402 - - 91 - Principal retirement plans-a) (582) (811) (1,745) (2,409) Restructuring and other charges (435) (456) (1,218) (1,282) Other Corporate costs & eliminations (533) (668) (1,694) (1,842) (1,550) (1,904) (4,566) (4,131) (537) (656) (1,592) (1,968) (1,013) (1,248) (2,974) (2,163) (435) (425) (1,127) 120 ($578) ($823) ($1,847) ($2,283) Gains (losses) on disposed businesses Total Corporate costs (continuing) Less: Non-operating pension cost Total Corporate (operating) Less: NBCU, restructuring & other, gains Adjusted Total Corporate (operating) (a - includes non-operating pension 18 Industrial operating profit (as adjusted) ($ in millions) 3Q'14 Industrial Segments Operating Profit 3Q'13 3Q'14 YTD 3Q'13 YTD $4,331 $3,965 $11,776 $10,740 (578) (823) (1,847) (2,283) Industrial Adjusted Operating Profit $3,753 $3,142 $9,929 $8,457 Variance to prior year +19% Add: Adjusted Total Corporate (operating)-a) +17% (a – Refer to page 18 19 Operating earnings & EPS ($ in millions except earnings per share) 3Q'14 Earnings from continuing operations attributable to GE Adjustment (net of tax): non-operating pensions costs/(income) Operating earnings 3Q'13 V% 3Q'14 YTD 3Q'13 YTD V% 6% $10,053 $10,186 (1)% 1,035 1,279 $3,480 $3,282 349 426 $3,829 $3,708 3% $11,088 $11,465 (3)% $0.34 $0.32 6% $0.99 $0.98 1% 0.03 0.04 0.10 0.12 $0.38 $0.36 $1.09 $1.11 Earnings per share - diluted-a) Continuing earnings per share Adjustment (net of tax): non-operating pensions costs/(income) Operating earnings per share 6% (2)% (a - Earnings per share amounts are computed independently. As a result, the sum of per share amounts may not equal the total 20 GE effective tax rate (ex-GECC) ($ in millions) 3Q'14 3Q'13 3Q'14 YTD 3Q'13 YTD GE earnings from continuing operations before income taxes $3,813 $3,606 $11,045 $11,353 Less GECC earnings from continuing ops. attributable to the company $1,492 $1,903 $5,289 $5,765 Adjusted earnings from continuing ops. before income taxes $2,321 $1,703 $5,756 $5,588 GE (ex-GECC) provision for income taxes - continuing ops. $416 $344 $1,143 $1,065 18% 20% 20% 19% Effective tax rate GE (ex-GECC) 21 Industrial CFOA from continuing operations ($ in millions) 3Q’14 3Q’13 V% 3Q’14 YTD $3,804 $4,131 (8)% $7,175 $7,828 805 2,000 2,221 3,947 $2,999 $2,131 $4,954 $3,881 Less the effects of NBC-related taxes – 451 – 2,016 Less the effect of pension contributions – – – – $2,999 $2,582 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 41% 16% $4,954 3Q’13 YTD V% (8)% 28% $5,897 (16)% 22