secwatch.observer — SEC 8-K summary
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Issuer:     GE Vernova Inc. (GEV)
CIK:        0001996810
Form:       8-K
Filed at:   2026-01-28T23:59:59+00:00
Accession:  0001996810-26-000012
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1996810/000199681026000012/0001996810-26-000012-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1996810/000199681026000012/gev-20260128.htm
  HTML page:      https://secwatch.observer/filing/0001996810-26-000012

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer