Feed / GEV

GE Vernova Inc.

GEV

Industrials · 952.45 +0.2% today

Isolated · not yet confirmedMarket checked 11 Sept, 11:25 GMT-4

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.

Company+0.2% todayVolume comparison unavailable
Market group0 of 27 activeSemiconductor Equipment & Services · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Industrials · Specialty Industrial Machinery

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.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • GEV's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods4
Price observations593
Usable filing statements121
Verified relationships11
Evidence supporting the case
  • 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.
Evidence challenging the case
  • Restructuring and cost reductions has repeated adverse evidence across 4 filings.
  • Credit and interest rates has repeated adverse evidence across 3 filings.
Questions before a position
  • 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.
Longer-term price context

Price as of Sep 10, 2026

923.45
6m+5.7%12m+48.4%24m+403.3%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-12-31$29.7B$-10.00
2023-12-31$33.2B+12.1%$-1.60+0.0%
2024-12-31$34.9B+5.1%$5.58+1.5%
2025-12-31$38.1B+9.0%$17.69-0.7%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 4 filings
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
Macroeconomic conditionsmixed · 4 filings
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
Restructuring and cost reductionsnegative · 4 filings
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
Tariffs and trade policymixed · 4 filings
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.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

952.45+0.2% today

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.