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.
GE Vernova Inc. reported a strong first quarter of 2026 and raised its full-year outlook. Revenue reached $9.3 billion, up 16% year over year, while net income jumped to $4.7 billion, giving a net margin of 50.9% helped by $4.5 billion of M&A gains, mainly from the Prolec GE acquisition.
Adjusted EBITDA nearly doubled to $896 million with margins improving to 9.6%, and free cash flow climbed to $4.8 billion. Orders rose 71% organically to $18.3 billion and backlog grew by $13.0 billion, bringing total backlog to $163 billion. Power and Electrification delivered double-digit organic growth and sharp margin expansion, while Wind revenue declined and segment losses deepened.
On the back of this performance, GE Vernova now expects 2026 revenue of $44.5–$45.5 billion, adjusted EBITDA margin of 12%–14%, and free cash flow of $6.5–$7.5 billion, all higher than prior guidance. The company also completed the remaining 50% Prolec GE acquisition for about $5.3 billion and returned $1.4 billion to shareholders through buybacks and dividends.
GE Vernova Inc. Chief People Officer Steven Baert exercised equity awards tied to company stock. On April 3, he converted 8,505 restricted stock units into the same number of GE Vernova common shares. RSUs are stock-based compensation that settle into shares when they vest.
To cover tax obligations, 4,113 of the newly issued shares were withheld at a reported price of $898.57 per share, leaving Baert with 17,038 GE Vernova common shares held directly after the transactions. These actions reflect routine equity compensation vesting rather than open-market buying or selling.
GE Vernova Inc. is seeking stockholder votes at its 2026 virtual annual meeting to elect three Class II directors, approve executive pay on an advisory basis, ratify Deloitte & Touche LLP as auditor for 2026, and consider a stockholder sustainability-related proposal.
The Board recommends voting for all three director nominees, for Say-on-Pay, for auditor ratification, and against the stockholder proposal requesting a report assessing sustainability goals using net-present-value and return-on-investment calculations. GE Vernova highlights its role in the global energy transition and notes 2025 orders of $59 billion, revenue of $38 billion, and a $150 billion backlog supporting future growth.
GE Vernova Inc — The Vanguard Group filed an Amendment No. 2 to a Schedule 13G/A reporting 0 shares beneficially owned, representing 0% of the common stock. The filing states Vanguard completed an internal realignment on January 12, 2026 and will report certain subsidiaries separately in reliance on SEC Release No. 34-39538.
The filing explains those subsidiaries pursue the same investment strategies previously used and that The Vanguard Group, Inc. no longer is deemed to beneficially own securities held by those subsidiaries. The report is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
GE Vernova Inc. CEO & President Scott Strazik reported multiple equity compensation transactions. On March 1, 2026, he exercised several restricted stock unit awards into common stock of GE Vernova, increasing his directly held common shares while some of the newly issued shares were disposed of to cover tax liabilities.
On February 27, 2026, Strazik received a grant of 5,326 restricted stock units and an award of 7,248 employee stock options, both tied to GE Vernova common stock and subject to future vesting schedules described in the footnotes. The filing also notes indirect holdings of common stock through his 401(k) plan and his spouse’s 401(k).
GE Vernova Inc. executive Eric Gray, Chief Executive Officer, Power, reported multiple equity transactions. On March 1, 2026, he acquired common stock through exercises or conversions of restricted stock units, including 4,686 and 12,636 shares, and had shares withheld, including 1,920 and 5,629 shares, to cover tax liabilities at $873.6000 per share. On February 27, 2026, he received new awards of 1,211 restricted stock units and 1,648 employee stock options that vest in stages between 2027 and 2029.
GE Vernova Inc. Chief Com. & Opp. Officer Pablo M. Koziner reported several equity-related transactions. On March 1, 2026, restricted stock units converted into 1,067 and 690 shares of common stock at $0 per share, and 265 and 261 shares were disposed of at $873.60 per share to satisfy tax obligations. Following these transactions, he directly held 6,626 common shares. On February 27, 2026, he also received grants of 1,211 restricted stock units and an employee stock option covering 1,648 shares, vesting in installments from 2027 through 2029.
GE Vernova Inc. chief people officer Steven Baert reported multiple equity transactions in company stock and awards. On March 3, 2026, he completed an open-market sale of 5,300 shares of common stock at $850.00 per share, leaving him with 12,646 directly held shares afterward.
On March 1, 2026, Baert acquired common shares through the exercise or conversion of several restricted stock unit awards, with related share dispositions at $873.60 per share to cover tax obligations. Each restricted stock unit represents one share of GE Vernova common stock at settlement.
On February 27, 2026, he received new equity awards, including 1,211 restricted stock units and 1,648 employee stock options. Footnotes state these RSUs and options vest or become exercisable in staged installments from March 1, 2025 through March 1, 2029.
GE Vernova Inc. Chief Executive Officer, Wind, Victor Abate reported multiple equity award and related share transactions. On March 1, 2026, he exercised restricted stock units for 1,778 and 966 shares of common stock and disposed of 528 and 381 shares to cover tax obligations, leaving 6,654 common shares held directly.
On February 27, 2026, Abate received grants of 1,304 restricted stock units and an employee stock option covering 1,774 shares, both vesting in three annual installments from 2027 to 2029. Footnotes state each restricted stock unit will settle into one GE Vernova common share, and an additional 28 common shares are held indirectly by his spouse.