the reading
Every reason General Electric is held for was read against its filing of 16 jul 2026. 4 of 4 moved. Here is what each change was, in the filing’s own words.
A filing arrived. Every reason this company is held for was checked against it, one at a time, and this is what the document did to each one that changed.
General Electric (GE) is held for 4 reasons. The 10-Q filed 16 jul 2026 was read against every one of them.
General Electric (GE) — service annuity · now moved
“as a result of contract modifications and engines contracted under long-term service agreements that have now been put into service”
— General Electric, 10-Q, 0000040545-26-000027 — read it on EDGAR
“as a result of commercial actions and increases to existing long-term service agreements”
— General Electric, 10-Q, 0000040545-26-000049 — read it on EDGAR
Teniq's reading: The description of RPO growth drivers changed from citing contract modifications and engines entering service to citing commercial actions and increases to existing long-term service agreements, relevant to the services backlog.
General Electric (GE) — switching costs · now moved
“United Airlines has selected more than 300 GEnx engines to power their new Boeing 787 Dreamliners”
— General Electric, 10-Q, 0000040545-26-000027 — read it on EDGAR
“United Airlines and Delta Airlines selected our GENx engines to power their widebody Boeing 787 Dreamliner orders”
— General Electric, 10-Q, 0000040545-26-000049 — read it on EDGAR
Teniq's reading: The disclosure consolidates previously itemized GEnx order details into a summary statement, removing the specific 300-engine quantity for United.
General Electric (GE) — reserve cushion · now moved
“contract modifications and engines contracted under long-term service agreements that have now been put into service”
— General Electric, 10-Q, 0000040545-26-000027 — read it on EDGAR
“commercial actions and increases to existing long-term service agreements”
— General Electric, 10-Q, 0000040545-26-000049 — read it on EDGAR
Teniq's reading: The description of what drove RPO growth shifted from contract modifications to commercial actions and increases to existing long-term service agreements.
General Electric (GE) — capital discipline · now strengthening
“Consolidated total borrowings were $20.3 billion and $20.5 billion at March 31, 2026 and December 31, 2025, respectively. The decrease of $0.2 billion”
— General Electric, 10-Q, 0000040545-26-000027 — read it on EDGAR
“Consolidated total borrowings were $19.2 billion and $20.5 billion at June 30, 2026 and December 31, 2025, respectively. The decrease of $1.3 billion”
— General Electric, 10-Q, 0000040545-26-000049 — read it on EDGAR
Teniq's reading: Disclosed borrowings fell to $19.2 billion with a $1.3 billion decrease from year-end, consistent with the stated reason citing that same figure.
“We repurchased 7.2 million shares for a total of $ 2,211 million during the three months ended March 31, 2026”
— General Electric, 10-Q, 0000040545-26-000027 — read it on EDGAR
“We repurchased 6.9 million shares for $ 2,012 million and 14.1 million shares for $ 4,223 million during the three and six months ended June 30, 2026”
— General Electric, 10-Q, 0000040545-26-000049 — read it on EDGAR
Teniq's reading: The disclosure now reflects cumulative repurchases of 14.1 million shares for $4,223 million in the first half, consistent with the stated $2.0 billion Q2 repurchase activity.
Nothing above is a recommendation and no price appears in it. We read the filings, write down the reasons a company is held, and report what each new one did to them. The full argument, with the sentence behind every reason, is on the company’s own page.
as a result of contract modifications and engines contracted under long-term service agreements that have now been put into service
as a result of commercial actions and increases to existing long-term service agreements
United Airlines has selected more than 300 GEnx engines to power their new Boeing 787 Dreamliners
United Airlines and Delta Airlines selected our GENx engines to power their widebody Boeing 787 Dreamliner orders
contract modifications and engines contracted under long-term service agreements that have now been put into service
commercial actions and increases to existing long-term service agreements
Consolidated total borrowings were $20.3 billion and $20.5 billion at March 31, 2026 and December 31, 2025, respectively. The decrease of $0.2 billion
Consolidated total borrowings were $19.2 billion and $20.5 billion at June 30, 2026 and December 31, 2025, respectively. The decrease of $1.3 billion
We repurchased 7.2 million shares for a total of $ 2,211 million during the three months ended March 31, 2026
We repurchased 6.9 million shares for $ 2,012 million and 14.1 million shares for $ 4,223 million during the three and six months ended June 30, 2026
Every line above traces to a filing. Each company’s full argument, with the sentence behind every reason, is on its own page — or run the same query on the index.