Company Dossier · Industrials
GE Vernova
- S&P 500
- S&P 100
- Russell 1000
What GE Vernova is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $41.4 billion, up 13% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $12.4 billion, up 359% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $1.70 billion, up 95% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $3.32 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 22, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed January 29, 2026): 4 risk factors added, 21 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $7.0 million on the open market.SEC Form 4
- 3,467 institutional managers reported a position at June 30, 2026 (+321 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 72 (56 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What GE Vernova is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Confident
Expanding ↔ Retrenching
Expanding
- Capital spending94th pct
- Debt raised—
- Buybacks vs capex35th pct
- Hiring filings70th pct
- Deals and private raises40th pct
- Patent publications95th pct
Confident ↔ Hedging
Confident
- Call sentiment82nd pct
- Call confidence83rd pct
- Guidance changes75th pct
- Risk factors added8th pct
- Insider open-market trades44th pct
- + Call sentiment
- + Call confidence
- − Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver70th pct
- Stress filings50th pct
Credit
How these are built →GE Vernova's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$2.8B
- Due within a year $0.1B
- Longer term $2.8B
- Default point $1.5B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
$2.6B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Feb 2, 2026 | $600M | 4.250% | 2031 (5y) | +45bp | 4.287% |
| Feb 2, 2026 | $1B | 4.875% | 2036 (10y) | +65bp | 4.929% |
| Feb 2, 2026 | $1B | 5.500% | 2056 (30y) | +78bp | 5.693% |
From the pricing term sheets GE Vernova filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name GE Vernova, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralGE Vernova (GEV) Declares Quarterly Dividend of $0.50 Maintaining Steady Payout
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (GE VERNOVA INTERNATIONAL LLC)third_quarter 2026 · $0.4 million
- Oct 20, 2026LobbyingLobbying report (MCLARTY INBOUND LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP))third_quarter 2026 · $0.1 million
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Aug 27, 20268-KDirector or officer changeItem 5.02
- Jul 20, 2026LobbyingLobbying report (MCLARTY INBOUND LLC)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (GE VERNOVA INTERNATIONAL LLC)second_quarter 2026 · $0.3 million
- Jul 20, 2026LobbyingLobbying report (MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP))second_quarter 2026 · $0.1 million
- May 22, 20268-KShareholder vote resultsItem 5.07
- Apr 21, 2026LobbyingLobbying report (MCLARTY INBOUND LLC)first_quarter 2026 · $0.1 million
- Apr 20, 2026LobbyingLobbying report (GE VERNOVA INTERNATIONAL LLC)first_quarter 2026 · $0.6 million
- Jan 29, 202610-KAnnual report (10-K)4 risk factors added, 21 removed
- Jan 21, 20268-KDirector or officer changeItem 5.02
- Jul 23, 20258-KAcquisition or sale completedItem 2.01
- May 16, 20258-KShareholder vote resultsItem 5.07
- May 9, 2025Risk event
- Feb 6, 202510-K
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Generac GNRC | $4.4B | $0.4B | Jun 30, 2026 |
| SOLV Energy MWH | — | — | — |
| X-energy XE | — | — | — |
| Northrop Grumman NOC | $43.6B | $3.8B | Sep 30, 2026 |
| Honeywell International HON | $38.1B | $4.0B | Jun 30, 2026 |
| Deere & Co. DE | $48.0B | $6.0B | Aug 2, 2026 |
| Cummins CMI | $33.7B | $3.4B | Jun 30, 2026 |
| Quanta Services PWR | $32.9B | $2.4B | Jun 30, 2026 |
Identity
- SEC CIK
- 1996810
- Wikidata
- Q118957699
- SAM UEI
- NUSAC9QAV8W8
- SAM UEI
- C13HKCJPCEY3