{"schema_version":"secwatch.filing_event.v1","accession":"0001996810-26-000063","form_type":"8-K","ticker":"GEV","cik":"0001996810","company_name":"GE Vernova Inc.","filed_at":"2026-04-22T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.361236+00:00","generated_at":"2026-05-15T04:56:47.829685+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"GE Vernova Q1 net income $4.75B (incl. $4.5B M&A gain); raises full-year guidance","bullets":["Orders $18.3B (+71% organic); revenue $9.3B (+7% organic); adjusted EBITDA $0.9B, nearly double YoY.","Free cash flow $4.8B, more than quadruple YoY; cash balance $10.2B.","Raises 2026 guidance: revenue $44.5-45.5B, adj. EBITDA margin 12-14%, FCF $6.5-7.5B.","Electrification orders surged 86% organically; Power orders +59%; Wind orders +85% but revenue -25% organic.","Completed $5.3B Prolec GE acquisition and issued $2.6B senior notes; backlog grew $13B to $163B."],"urls":{"canonical":"https://secwatch.observer/filing/0001996810-26-000063","json":"https://secwatch.observer/filing/0001996810-26-000063.json","markdown":"https://secwatch.observer/filing/0001996810-26-000063.md","text":"https://secwatch.observer/filing/0001996810-26-000063.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1996810/000199681026000063/0001996810-26-000063-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1996810/000199681026000063/gev-20260422.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T04:56:47.829685+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"ad5874b5ca7a4f095b76d1c2cb3ef2ad17e2d216","claim":"GE Vernova Inc. updated its 2026 guidance (raised).","evidence_excerpt":"we are increasing our guidance for 2026 revenue, adjusted EBITDA margin, and free cash flow","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1996810/000199681026000063/0001996810-26-000063-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"2026"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"f7efd7ae13e2a0b3ddb1c72a37dbee518346bf39","claim":"GE Vernova Inc. reported first quarter ending March 31, 2026 results: revenue $9.3 B, net income $4.7 B.","evidence_excerpt":"Revenue of $9.3 B, + 16% , + 7% organically* led by equipment at Electrification and Power • Net income of $4.7 B; net income margin of 50.9% ; inclusive of $4.5 B pre-tax M&A net gains, primarily from Prolec GE","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1996810/000199681026000063/0001996810-26-000063-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ending March 31, 2026"},{"label":"Revenue","value":"$9.3 B"},{"label":"Net income","value":"$4.7 B"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}