---
schema_version: "secwatch.filing_event.v1"
accession: "0001996810-26-000012"
form_type: "8-K"
ticker: "GEV"
cik: "0001996810"
company_name: "GE Vernova Inc."
filed_at: "2026-01-28T23:59:59+00:00"
generated_at: "2026-05-16T07:08:22.753422+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# GE Vernova Q4 orders +65% organically to $22.2B; raises 2026 outlook with Prolec GE acquisition

## Summary
- Q4 revenue $11.0B (+4%, +2% organic), net income $3.7B incl. $2.9B tax benefit; adj. EBITDA $1.2B, margin 10.6%.
- FY 2025 orders $59.3B (+34% organic), revenue $38.1B (+9%), adj. EBITDA $3.2B, FCF $3.7B (doubled YoY).
- Backlog $150B; equipment margin in backlog up 6 pts; Gas Power equipment/slot agreements grew from 62 to 83 GW.
- Acquiring remaining 50% of Prolec GE for $5.275B; close expected Feb 2, 2026. 2026 guidance: rev $44-45B, FCF $5.0-5.5B.
- Dividend doubled to $0.50/share; share repurchase authorization increased to $10B; S&P/Fitch upgraded credit rating.

## SEC filing metadata
- accession: 0001996810-26-000012
- form_type: 8-K
- ticker: GEV
- cik: 0001996810
- company_name: GE Vernova Inc.
- filed_at: 2026-01-28T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1996810/000199681026000012/0001996810-26-000012-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1996810/000199681026000012/gev-20260128.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001996810-26-000012
- JSON: https://secwatch.observer/filing/0001996810-26-000012.json
- Plain text: https://secwatch.observer/filing/0001996810-26-000012.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
