GE Vernova Inc. — Form 8-K
Filed July 22, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
GE Vernova reported Q2 2026 orders of $24.2B (+88% organic), revenue of $11.1B (+12% organic), and backlog of $176B. The company raised full-year 2026 guidance: revenue to $45.5–$46.5B (from $44.5–$45.5B) and free cash flow to $11.5–$12.5B (from $6.5–$7.5B). Power segment led growth with 20 GW of new gas equipment contracts signed; Electrification saw $5B in data center orders YTD; Wind segment remained weak with declining orders and $275M EBITDA loss. The company generated $5.1B free cash flow in Q2, $13.1B cash balance, and returned $3.9B to shareholders YTD through $2.3B in share repurchases (4.3M shares at $854 avg) and dividends.
Why this rating
Strong operational performance and guidance raise, but modest relative to $144B market cap. Orders/backlog growth material for business trajectory; guidance increases meaningful. Wind weakness offsets gains.
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