---
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"
generated_at: "2026-05-15T04:56:47.829685+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# GE Vernova Q1 net income $4.75B (incl. $4.5B M&A gain); raises full-year guidance

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001996810-26-000063
- JSON: https://secwatch.observer/filing/0001996810-26-000063.json
- Plain text: https://secwatch.observer/filing/0001996810-26-000063.txt

## Key facts
- Earnings Releases
  GE Vernova Inc. updated its 2026 guidance (raised).
  - Period: 2026
  - Guidance: raised
  - Result: guidance update
  source text: we are increasing our guidance for 2026 revenue, adjusted EBITDA margin, and free cash flow
  evidence_url: https://www.sec.gov/Archives/edgar/data/1996810/000199681026000063/0001996810-26-000063-index.htm
- Earnings Releases
  GE Vernova Inc. reported first quarter ending March 31, 2026 results: revenue $9.3 B, net income $4.7 B.
  - Period: first quarter ending March 31, 2026
  - Revenue: $9.3 B
  - Net income: $4.7 B
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1996810/000199681026000063/0001996810-26-000063-index.htm

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