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Management/February 13, 2026/2 min read/news.bloomberglaw.com

GE’s CEO Has Saved the House That Jack Welch Built | January 12, 2026 | Bloomberg

Source

Bloomberg

Shares of General Electric Co. have jumped faster than the gains of the S&P 500 Index this year, following a sixfold surge in the last three years.

GE has regained its crown as the largest industrial company by market value, driven by robust revenue growth and profit margins at GE Aerospace.

The company's turnaround is attributed to the talent of Chief Executive Officer Larry Culp, who took over in 2018 and implemented a strategy to make manufacturing and service operations more efficient.


"The engine-service business is expanding, and Culp’s efficiency strategy, which he calls Flight Deck, is increasing margins and freeing up capacity."

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  1. Original source (news.bloomberglaw.com)

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Published
February 13, 2026
Read time
2 min read
Progress0%

GE’s fall from grace had played out over a couple of decades. Ironically, the seeds were planted by Jack Welch, the iconic CEO who was hailed as a business genius and dealmaker. Welch was praised for his abrasive management style that culled out 10% of employees each year who were deemed subpar performers. Welch juiced GE’s earnings with forays into finance, insurance and even network television that pushed the company far from its industrial roots.

Finance was the engine of growth when Welch stepped down in 2001 and handed the reins to Jeffrey Immelt, who only days into his tenure had to grapple with the Sept. 11 terrorist attacks, which hurt the airline industry and jet-engine demand. GE ran into further trouble during the global financial crisis, which exposed the company’s overdependence on the financial industry. Immelt reacted with missteps, such as plowing into the oil industry at the top of cycle and buying the troubled gas-turbine maker Alstom SA, in a failed attempt to right the ship. By the end of 2017, GE was sinking under a $135 billion debt load.

Fast-forward to today, and the three parts of GE that now trade publicly — aerospace, power and health care — are highly focused as opposed to the unwieldy conglomerate from where they came. They also boast healthy earnings and balance sheets.

"Alexander Hamilton called it the ancient dollar it was already an established uh uh unit of measure it was already an established currency well before the United States" Brendan Greeley 00:06:55 https://youtu.be/QiX7KmApTtI?si=cdzwMESLY6t…