GEVGE Vernova
Price
+65%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality mixed, nothing alarming, price roughly fair, growing in the filings, the market undecided.
INTRODUCTION. GE Vernova Inc. (the Company, GE Vernova, our, we, or us) is a global leader in the electric power industry, with products and services that generate, transfer, orchestrate, convert, and store electricity. We design, manufacture, deliver, and service technologies to create a more reliable, secure, and sustainable electric power system, enabling electrification and decarbonization, underpinning the progress and prosperity of the communities we serve.
In the company’s own words · 10-K filed Jan 29, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
GE Vernova (GEV) reported revenue of $11.1B in Q2 2026 (quarter ended Jun 30, 2026), up 22% from the same quarter a year earlier. That came with a gross margin of 21% and net income of $668M (6.0% of revenue). For the full year FY2025, revenue was $38.1B (+9.0% year on year) and net income $4.88B. Its largest segment in Q2 2026 was Power at $4.43B, 55% of the disclosed total, well ahead of Electrification at 23%. The next results filing is expected around Oct 21, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 27, 2026On August 25, 2026, Kenneth Parks, Chief Financial Officer of GE Vernova Inc. (the "Company"), has decided to retire on April 2, 2027 (the "Retirement Date")Director or officer change · Form 8-K
- Feb 4, 2026On February 4, 2026, GE Vernova Inc. (“GE Vernova”) completed its underwritten public offering (the “Offering”) of $600,000,000 aggregate principal amount of 4.250% Senior Notes due 2031 (the “2031 Notes”), $1,000,000,000 aggregate principal amount of 4.875% Senior Notes due 2036 (the “2036 Notes”) and $1,000,000,000 …Other event · Form 8-K
- Jan 21, 2026Mavi Zingoni has notified GE Vernova Inc. (the “Company”) that she will resign from her position as the Chief Executive Officer, Power Segment and as an officer of the Company effective as of January 21, 2026.Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $8.03BThe company’s own SEC segment disclosure.
- Power$4.43B55%
- Electrification$1.88B23%
- Wind$1.72B21%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Specialty Industrial Machinery
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