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How GE Survived The Industrial Reset

In 2018, General Electric faced a crisis that threatened to erase its century-old legacy. With debt mounting and stock prices collapsing, CEO John Flannery initiated an aggressive pivot away from complex financial services back to core industrial manufacturing. This episode examines the brutal decision to spin off GE Healthcare, GE Capital, and other units, and how the company restructured its capital allocation to survive. We look at the specific operational changes in aviation and renewable energy that allowed GE to stabilize its balance sheet by late twenty twenty-five, offering a case…

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