Company research

GE Vernova · GEV

Diversified power and grid equipment; isolate the relevant business first.

US exchange

Quarterly profit —

Business position and research focus

When does contracted infrastructure actually provide usable power?

Key risks

Relevant products do not establish a shortage, AI-only revenue or attractive valuation.

Business source ↗

Business mapping checked 2026-09-10

Earnings in context

Quarterly profit · $668M

US GAAP · Net income attributable to the parent · 2026-04-01 — 2026-06-30

Reported net income includes non-operating and one-off items. It does not establish recurring profitability, positive cash flow or an attractive valuation.

Net income source ↗
Period and source details

Published 2026-07-22 · Checked 2026-09-19

us-gaap:NetIncomeLoss; 2026-04-01 to 2026-06-30; USD; 10-Q

Reported revenue · $11.1B

Q2 2026 · Company total; not AI-only revenue · Checked 2026-09-10

Revenue source ↗

Revenue and net income may refer to different reporting periods. Read each period before comparing them; these are dated disclosures, not a live earnings feed.

Operating performance: earnings, orders and cash flow

Q2 2026 · Period ended 2026-06-30 · Checked (UTC) 2026-09-11

Electrification revenue
3,637 USD million
Electrification orders
6,347 USD million
Electrification segment EBITDA margin
18.4 %
Company operating cash flow
5,492 USD million

Electrification revenue rose 68% reported versus 29% organic (non-GAAP), including Prolec GE. These segment figures do not isolate US large-transformer profit or AI revenue. EBITDA excludes depreciation and amortization; it is not net profit.

Original disclosure for these figures ↗

Published 2026-07-22 · Total Company Results; Electrification segment and organic reconciliation

Company information reflects the sources and dates shown. It is not personalized investment advice. Methodology · Suggest a correction

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