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AI brief of an SEC Form 8-K · GE Vernova (GEV)

GE Vernova raises 2026 guidance as Q1 revenue rises 16% to $9.3 billion

Positive Impact 4 of 5 earnings Written later

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.

Key points

  • 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
  • 2026 guidance raised: revenue $44.5-$45.5 billion (from $44-$45 billion), adjusted EBITDA margin 12%-14% (from 11%-13%), free cash flow $6.5-$7.5 billion (from $5.0-$5.5 billion)
  • Wind segment revenue fell 23% to $1.4 billion, with a segment EBITDA loss of $382 million

The filing

CompanyGE Vernova (GEV)
Form8-K, current report
Filed with the SECApr 22, 2026, 6:25 AM ET
Accession number0001996810-26-000063

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 22, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.