“RPO increased $17.4 billion ( 70% ) from March 31, 2025 , primarily due to the acquisition of Prolec GE and demand for switchgear and transformers at Power Transmission, demand for high-voltage direct current solutions and alternating current substation solut…”10-Q · Apr 22, 2026 ↗
GE Vernova Inc.
GEV
Market read
GE Vernova Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 27 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 12 directly disclosed connections are confirming.
- GEV's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if GEV's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 27 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 12 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- GEV's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +9.0% year over year.
- Operating margin changed +2.3 percentage points in the latest annual period.
- Net margin changed +8.4 percentage points in the latest annual period.
- Demand and volume has repeated favorable evidence across 4 filings.
- Macroeconomic conditions has repeated favorable evidence across 4 filings.
- Restructuring and cost reductions has repeated adverse evidence across 4 filings.
- Credit and interest rates has repeated adverse evidence across 3 filings.
- P/E is 290% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 208% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
923.45Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Selling, general, and administrative costs increased $0.1 billion for the quarter, primarily due to labor inflation and incremental costs associated with the acquisition of Prolec GE, partially offset by cost reduction activities.”10-Q · Apr 22, 2026 ↗
“Selling, general, and administrative costs increased $0.1 billion for the quarter, primarily due to labor inflation and incremental costs associated with the acquisition of Prolec GE, partially offset by cost reduction activities.”10-Q · Apr 22, 2026 ↗
“Segment EBITDA decreased $0.2 billion organically*, primarily at Onshore Wind due to lower equipment deliveries and the impact of tariffs, and at Offshore Wind due to higher contract losses, partially offset by lower cost at Onshore Wind services.”10-Q · Apr 22, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 6.7× · EV/sales 6.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 11:25 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for GEV. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for GEV. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind GEV
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
HTHIYFiling-linked namecompetitorJan 29, 2026 ▾
“Key Electrification segment competitors include Hitachi Energy, Siemens Energy, Siemens, Schneider Electric, Mitsubishi Electric, and ABB.”
PWFiling-linked namecompetitorJan 29, 2026 ▾
“Key Power segment competitors include Siemens Energy, Mitsubishi Power, Westinghouse , Framatome, and Rolls-Royce.”
Depended on by
AIRJAirJoule Technologies CorporationpartnerMay 15, 2026 ▾
“We are commercializing and scaling manufacturing of our AirJoule systems through our global collaborations, including our 50/50 joint venture with GE Vernova Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 13 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
GEV is currently a Follower in the organic co-movement group Semiconductor Equipment & Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for GEV; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.