GE Vernova (GEV) Q3 2025 10-Q Quarterly Report
Filed: Oct 22, 2025Period ending Sep 30, 2025
Information Technology
Electronic & Other Electrical Equipment (No Computer Equip)SEC EDGAR GE Vernova (GEV) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 22, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
GE Vernova Q3 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue $9.97B for Q3 2025, up 12% YoY from $8.91B in Q3 2024
- • Adjusted EBITDA margin 8.1% vs 2.7% YoY, Adjusted organic EBITDA margin 8.5% vs 2.5% YoY
- • Best segment: Electrification revenue $2.54B organic, +32% YoY; EBITDA margin 15.7% vs 10.2%, +5.5pts
- • Worst segment: Wind revenue $2.62B organic, down 9% YoY; EBITDA margin (0.1%) vs (10.8%) improving 10.7pts but still negative
- • Net income $453M vs loss of $99M YoY; operating cash flow and capital deployment details referenced in Capital Resources and Liquidity section
Risk Factors
- • New FASB ASU 2024-03 requires income statement expense disaggregation starting FY 2027, impacting GE Vernova’s financial disclosures
- • Most material update: $10B Remaining Performance Obligations under GE credit support, a 71% decrease since Spin-Off, with $7B maturing by 2029
- • Regulatory risk: adoption of FASB ASU 2023-09 mandates improved income tax disclosures for FY 2025, affecting tax reconciliation and jurisdictional data
- • Operational risk: ongoing novation and replacement of GE parent company guarantees post-Spin-Off could disrupt contract performance and credit support
- • Financial risk: Potential credit rating downgrade below investment grade could increase financing costs and reduce credit availability despite estimated insignificant liquidity impact
GE Vernova Q3 2025 Quarterly FinancialsXBRL
Revenue
$10.0B
▲ +11.8% YoY▲ +9.4% QoQ
Net Income
$452M
▲ +570.8% YoY▼ -12.1% QoQ
Net Margin
4.5%
▲ +561bp YoY▼ -111bp QoQ
Source: XBRL data from GE Vernova Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.
Other GE Vernova Quarterly Reports
Get deeper insights on GE Vernova
Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.