Form 8-K · Current report

GE Vernova 8-K, filed Oct 28, 2026

Filed
CIK
0001996810
Accession no.
0001996810-26-000162
AI-generated summary

Summary

GE Vernova reported third-quarter 2026 revenue of $12.6 billion, up 27%, orders of $29.3 billion, and net income of $1.3 billion, and raised its 2026 guidance for revenue, adjusted EBITDA margin, and free cash flow. The company's board increased the share repurchase authorization to $20 billion from $10 billion, and GE Vernova signed an agreement to acquire high-voltage grid equipment maker Trench Group for $9.0 billion, with close expected in late 2027 subject to regulatory approvals.

Key points

  • Third-quarter 2026 orders were $29.3 billion, up 96% organically, and backlog reached $197 billion, with GE Vernova expecting backlog to exceed $200 billion in the fourth quarter.
  • Revenue was $12.6 billion, up 27%, net income was $1.3 billion, and free cash flow was $5.4 billion.
  • GE Vernova raised its 2026 guidance to revenue of $46.5-$47.5 billion, adjusted EBITDA margin of 13.5%-14.5%, and free cash flow of $16-$17 billion.
  • The board increased the share repurchase authorization to $20 billion from $10 billion, and GE Vernova agreed to acquire Trench Group for $9.0 billion, with close expected in late 2027 subject to regulatory approvals.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02 Results of Operations and Financial Condition. On October 28, 2026, GE Vernova Inc. (the "Company") released its third-quarter 2026 financial results on its investor relations website at www.gevernova.com/investors. A copy of these is attached as Exhibit 99 and incorporated by reference herein. The information provided pursuant to this Item 2.02, including Exhibit 99, is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934 (the "Exchange Act") or otherwise subject to the liabilities under that Section and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933…

An excerpt of the text as filed with the SEC, cut for length.

Readster writes AI-generated summaries of public filings for research purposes only. Summaries can be incomplete or wrong — check the original filing on SEC.gov before relying on it. Nothing here is investment, legal or medical advice.

Follow GE Vernova in Readster

Add GE Vernova to your watchlist and its SEC filings reach your brief alongside the news about it, every line cited to its source. Readster also follows topics, people, newsletters and podcasts.

No credit card. When the trial ends, you move to Readster Free unless you subscribe.