GE Vernova Inc. filings document operating results, governance, capital structure, and material events for a public energy technology company with Power, Wind, and Electrification segments. Form 8-K reports furnish quarterly financial results, including orders, backlog, revenue, margins, cash flow, segment activity, and the financial effects of completed transactions such as Prolec GE.
The company’s SEC record also includes proxy materials covering shareholder voting matters, board governance, and executive compensation. Capital-structure filings describe registered offerings, senior unsecured notes, indenture terms, and related shelf registration materials, while other current reports address leadership changes within business segments and formal Exchange Act event disclosures.
For GE Vernova Inc. (GEV), FMR LLC and Abigail P. Johnson each reported beneficial ownership of 14,744,797.63 shares, or 5.5% of the common stock, as of September 30, 2026. Both reporting-person entries show the same ownership amount. FMR LLC reported sole voting power over 12,718,452.42 shares and sole dispositive power over 14,744,797.63 shares; Abigail P. Johnson reported 0.00 shares of sole voting power and sole dispositive power over 14,744,797.63 shares. The report states that other persons are known to have rights to dividends or sale proceeds, but no other person's interest exceeds 5% of the class.
GE Vernova Inc. reported third-quarter 2026 revenue of $12.642 billion, versus $9.969 billion in 2025, and net income attributable to GE Vernova of $1.291 billion, versus $452 million. Diluted earnings were $4.81 per share, compared with $1.64. For the first nine months, operating cash flow was $16.737 billion, versus $2.508 billion, and remaining performance obligations were $196.721 billion at September 30, 2026.
Nine-month net income was $6.687 billion, including a $3.992 billion pre-tax gain from remeasuring the previously held Prolec GE interest. GE Vernova completed its acquisition from Xignux of the remaining 50% stake on February 2, 2026, for $5.2 billion cash. On October 25, 2026, it agreed with Triton Partners to acquire Trench Group for approximately 8.0 billion Euros. Funding is expected equally from cash and debt, with closing expected in late 2027 subject to customary regulatory approvals.
At Offshore Wind, project costs and execution timelines remain under pressure. Substantially all Vineyard Wind turbines had been commissioned, with the remainder expected in early 2027; GE Vernova also reached commercial resolution with its customer on outstanding claims and counterclaims in the third quarter. Wind segment EBITDA was a loss of $585 million for nine months, versus a $373 million loss in 2025.
GE Vernova Inc. reported third-quarter 2026 revenue of $12.642 billion, up 27% year over year, and net income of $1.289 billion, versus $453 million. Adjusted EBITDA was $1.943 billion, with a 15.4% margin, up 730 basis points; free cash flow was $5.409 billion versus $732 million. Orders reached $29.3 billion, up 96% organically, and backlog grew $20 billion sequentially to $197 billion.
Power revenue rose 25%; Electrification revenue rose 51% on a U.S. GAAP basis, including Prolec GE; and Wind revenue rose 4%. Wind's nine-month revenue declined 8%, and its segment EBITDA loss was $585 million versus $373 million a year earlier. GE Vernova raised 2026 revenue guidance to $46.5–$47.5 billion, adjusted EBITDA margin to 13.5%–14.5%, and free cash flow to $16–$17 billion.
The Board increased the share repurchase authorization to $20 billion from $10 billion. GE Vernova also signed an agreement to acquire Trench Group for a $9.0 billion USD equivalent, with closing expected in late 2027, subject to customary regulatory approvals.
GE Vernova Inc. (GEV) announced a planned Chief Financial Officer transition and related compensation arrangements. Kenneth Parks, current CFO, has decided to retire on April 2, 2027 and will serve as strategic advisor to CEO Scott Strazik from January 1, 2027 until his retirement.
Effective January 1, 2027, Claire McDonough will become CFO. She will join GE Vernova on November 1, 2026 as strategic advisor ahead of that appointment. Her offer includes $1,000,000 base salary, a target Annual Incentive Plan opportunity equal to 100% of base salary (prorated for 2026), and a 2024 Long-Term Incentive Plan equity award with a target grant value of $5,225,000, expected in 2027.
To replace compensation forfeited from her current employer, GE Vernova granted a one-time LTIP award valued at $14,500,000 (50% RSUs, 50% PSUs) plus a $5,000,000 cash sign-on, subject to vesting, acceleration on certain terminations without Cause, and repayment conditions. Mr. Parks’ resignation agreement provides continued salary and benefits through retirement, eligibility for 2026 and prorated 2027 bonuses at target, and forfeiture of unvested equity as of the Retirement Date.
GE Vernova reported strong Q2 2026 results with total revenues of $11.1 billion, up 22% year over year, and net income attributable to GE Vernova of $668 million. Diluted EPS was $2.47. First‑half net income reached $5.4 billion, largely driven by sizable one‑time gains.
Operating cash flow for the first half was $10.7 billion and free cash flow $9.9 billion, helped by a $13.7 billion rise in contract liabilities. Remaining performance obligations rose to $176.3 billion, reflecting demand across Power and Electrification and consolidation of Prolec GE after a $5.3 billion purchase of the remaining 50% stake.
GE Vernova issued $2.6 billion of long‑dated senior notes, ending the quarter with $13.1 billion in cash and access to $6.0 billion of committed credit facilities. Wind, particularly Offshore Wind, remained loss‑making amid project cost and execution pressures, while 2026 tariffs are estimated to cost $100–$200 million.
GE Vernova Inc. reported second‑quarter 2026 results with revenue of $11,104 million, up 22% year‑on‑year, and net income of $649 million, or $2.47 diluted EPS. Adjusted EBITDA increased to $1,250 million with an 11.3% margin, and free cash flow rose to $5,107 million versus $194 million a year earlier. Orders reached $24.2 billion, up 88% organically, and total backlog was cited at $176 billion, supported by strong activity in Power and Electrification, while Wind reported lower revenue and higher segment EBITDA losses.
Management raised 2026 guidance, now expecting revenue of $45.5–$46.5 billion and free cash flow of $11.5–$12.5 billion, while maintaining a 12%–14% adjusted EBITDA margin target. Power and Electrification delivered organic revenue growth and margin expansion, whereas Wind revenue declined 10% and segment EBITDA loss widened to $275 million with a (13.6)% margin. The company ended the quarter with $13.1 billion of cash after returning $3.9 billion to shareholders year‑to‑date through share repurchases and a $0.50 per‑share quarterly dividend.
GE Vernova Inc. executive Victor Abate, Chief Executive Officer, Wind, reported an open-market sale of 4,819 shares of common stock on June 1, 2026. The shares were sold at a weighted average price of $948.08 per share, in multiple trades between $948.01 and $948.51. After the transaction, Abate directly holds 1,835 shares and has an additional 28 shares held indirectly through his spouse.
GEV submitted a Rule 144 notice listing common shares for sale through Fidelity Brokerage Services LLC at the Smithfield, RI address shown. The filing lists numeric fields including 4819, 4568808.69, and 268,719,995, and an apparent date of 06/01/2026. The excerpt also itemizes award-related common share lines tied to LTIP and Compensation dated 11/21/2023, 03/01/2024, and 03/01/2025 with counts 1153, 2323, and 1343.
ANGEL STEPHEN F reported acquisition or exercise transactions in this Form 4 filing.
GE Vernova Inc. director Stephen F. Angel reported receiving two grants of restricted stock units on May 20, 2026. One grant covers 299 restricted stock units and the other covers 173 restricted stock units, each convertible into the same number of GE Vernova common shares at settlement.
These awards vest at the earlier of the next GE Vernova annual meeting of stockholders or a change in control event. Angel elected to defer receiving the underlying shares until the earlier of 30 days after his Board service ends or a change in control, and chose these stock units in lieu of his annual cash retainer.
Rucker Kim K.W. reported acquisition or exercise transactions in this Form 4 filing.
GE Vernova Inc. director Kim K.W. Rucker received a grant of 173 restricted stock units (RSUs) on GE Vernova common stock. Each RSU represents the right to receive one share of common stock at settlement. Following this award, the director holds 173 RSUs.
The RSUs will vest at the earlier of the next GE Vernova Annual Meeting of Stockholders or a change in control event. The director has elected to defer receipt of the underlying shares until the earlier of 30 days after ending service as a director or a change in control event.