Short answer
GE Vernova (GEV) filed its Q2 2026 10-Q quarterly report on Jul 22, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $11.1B (up 21.9% year over year) with net income of $668M.
Q2 2026 key financials · XBRL
- Revenue
- $11.1B
- +21.9% YoY · +18.9% QoQ
- Net income
- $668M
- +30.0% YoY · −85.9% QoQ
- Operating margin
- 5.9%
- Gross margin
- 21.2%
- EPS (diluted)
- $2.52
- +35.5% YoY · −85.6% QoQ
Source: XBRL data from the GE Vernova (GEV) Q2 2026 10-Q on SEC EDGAR. USD.
GE Vernova Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $11.1B, up $2.0B or 22% YoY
- Gross margin 21.3% vs 20.3% YoY; net income margin 5.8%, up 0.4%
- Best segment Electrification: revenue $3.6B, up 68%; EBITDA margin 18.4% vs 14.5%
- Worst segment Wind: revenue $2.0B, down 10%; EBITDA margin (13.6)% vs (7.3)%
- Operating cash flow $10.7B vs $1.5B; Prolec GE acquisition $5.3B and debt issuance $2.6B
- Headwinds: tariffs estimated at $100M–$200M in 2026; Offshore Wind project costs and execution timelines remained pressured
Risk Factors
- No risk-factors section provided; change assessment unavailable
- Share-repurchase liquidity risk: $2,350 million spent during quarter, leaving $3,037 million authorized
- Capital-allocation risk: repurchase authorization increased to $10 billion from $6 billion
- No specific regulatory, legal, operational, competitive, market, debt, currency, or concentration risks disclosed in provided text
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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