Every material Form 8-K GE Vernova has filed with the SEC since January 21, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
GE Vernova Inc. reported third-quarter 2026 revenue of $12.6 billion and net income of $1.3 billion, driven by strength in its Power and Electrification segments. Based on strong performance and growing infrastructure demand, the company raised its full-year 2026 financial guidance and increased its share repurchase authorization to $20 billion.
GE Vernova said CFO Kenneth Parks will retire on April 2, 2027, and that Claire McDonough, currently CFO of Rivian Automotive, will become CFO effective January 1, 2027. McDonough joins as a strategic advisor on November 1, 2026, ahead of taking the role, which is a planned succession that shareholders may watch for continuity in financial leadership.
Kenneth Parks, CFO, will retire on April 2, 2027, and serve as strategic advisor to CEO Scott Strazik from January 1, 2027 until then.
Claire McDonough, 45, becomes CFO effective January 1, 2027; she joins as strategic advisor on November 1, 2026.
McDonough's offer includes $1,000,000 base salary, a 100% target annual incentive, a $5,225,000 target LTIP grant expected in 2027, a $14,500,000 make-whole LTIP award, and a $5,000,000 cash sign-on payment.
The filing says full agreements will be filed with the Form 10-Q for the quarter ending September 30, 2026.
GE Vernova reported second-quarter 2026 revenue of $11.1 billion, up 22% from a year earlier, and net income of $649 million, up from $492 million. Diluted EPS was $2.47 versus $1.86, and the company raised its full-year 2026 revenue and free cash flow guidance, which benefits shareholders if the outlook holds.
Q2 2026 revenue of $11.1 billion, up 22% (12% organically); net income $649 million vs. $492 million; diluted EPS $2.47 vs. $1.86
2026 revenue guidance raised to $45.5-$46.5 billion from $44.5-$45.5 billion
2026 free cash flow guidance raised to $11.5-$12.5 billion from $6.5-$7.5 billion
Wind segment revenue fell 10% to $2.0 billion and its EBITDA loss widened to $275 million
GE Vernova reported first-quarter 2026 revenue of $9.3 billion, up 16%, and net income of $4.7 billion, which includes $4.5 billion in pre-tax gains on business interests, mainly from acquiring the remaining 50% of Prolec GE. The company raised its 2026 guidance for revenue, adjusted EBITDA margin and free cash flow. Shareholders get higher guidance and profit growth, but the Wind segment lost money and the reported net income is boosted by acquisition gains.
Q1 2026 revenue was $9.3 billion, up 16% (7% organically); diluted EPS was $17.44 versus $0.91 a year earlier
Net income of $4.7 billion includes $4.5 billion in pre-tax gains on business interests, primarily from Prolec GE
GE Vernova completed an underwritten public offering of $2.6 billion in senior unsecured notes across three maturities on February 4, 2026. The company said net proceeds are intended for general corporate purposes, including financing part of the purchase price for the remaining 50% stake in Prolec GE, which closed on February 2, 2026. The filing shows added debt but does not state results or guidance changes.
Notes total $2.6 billion: $600 million due 2031 at 4.250%, $1.0 billion due 2036 at 4.875%, and $1.0 billion due 2056 at 5.500%.
Net proceeds are intended for general corporate purposes, including part of the Prolec GE stake purchase that closed February 2, 2026.
Underwriters are Citigroup Global Markets Inc., J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC; the Bank of New York Mellon is trustee.
Make-whole redemption applies before the Par Call Dates: January 4, 2031 (2031 Notes), November 4, 2035 (2036 Notes) and August 4, 2055 (2056 Notes).
GE Vernova reported fourth-quarter 2025 revenue of $11.0 billion, up 4%, and net income of $3.7 billion, which included a $2.9 billion tax benefit. It raised its 2026 revenue and free cash flow guidance, now including the Prolec GE acquisition, which is expected to close on February 2, 2026. For shareholders, the filing shows higher reported sales and a raised outlook, while Wind segment losses and the one-time tax benefit affect how the profit figures should be read.
Q4 2025 revenue was $11.0 billion, up 4%, and full-year 2025 revenue was $38.1 billion, up 9%.
Q4 2025 net income was $3.7 billion, including a $2.9 billion tax benefit from a U.S. valuation allowance release; Q4 2024 net income was $484 million.
2026 revenue guidance is $44-$45 billion, up from $41-$42 billion; free cash flow guidance is $5.0-$5.5 billion, up from $4.5-$5.0 billion.
Wind segment expects approximately $400 million of segment EBITDA losses in 2026, and the Prolec GE acquisition for $5.275 billion is expected to close on February 2, 2026.
GE Vernova said Mavi Zingoni will step down as Chief Executive Officer of its Power Segment and as an officer effective January 21, 2026, and will stay on as an advisor until she leaves the company on June 30, 2026. The board appointed Eric Gray as CEO of the Power Segment effective the same day, while he continues as President and CEO of Gas Power, so the change is a leadership transition rather than a financial result.
Mavi Zingoni resigns as CEO, Power Segment and as an officer effective January 21, 2026
Zingoni serves as an advisor during the transition and departs on June 30, 2026, under a mutual agreement
Eric Gray appointed CEO, Power Segment effective January 21, 2026, and keeps his role as President and CEO, Gas Power
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every GE Vernova filing is on SEC EDGAR ↗. 8-K briefs of other companies →