$GEV

GE Vernova 3Q 2026: Revenue $12.64B, Net income $1.29B, EPS $4.81— 10-Q Summary

GE Vernova reported Q3 2026 revenue of $12.64B, up 26.8% YoY, with net income at $1.29B and EPS at $4.81. Growth was driven by Power and Electrification segments, with Power gas turbine orders increasing significantly. The company aims to close the Trench Group acquisition in late 2027.

Original reporting
Published Oct 28, 2026, 10:21 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 28, 2026, 10:27 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
GE Vernova 3Q 2026: Revenue $12.64B, Net income $1.29B, EPS $4.81— 10-Q Summary — source image
Decision brief

The 30-second read

$GEVBullishHigh
01

Why it matters

The earnings beat could trigger buying pressure, especially in industrial and clean‑energy ETFs.

02

Market read

Large‑cap earnings release with material beat; immediate trading relevance.

03

What to watch

Potential supply‑chain constraints for wind equipment may limit future growth.

Relevance 9/10Novelty 9/10Timing: today

Background

GE Vernova filed its Q3 2026 10‑Q, reporting strong top‑line and earnings growth.

Company-level read

Ticker impact

$GEVBullishHigh confidence
Context

Q3 2026 revenue $12.64B, net income $1.29B, diluted EPS $4.81, 26.8% YoY revenue growth.

Expected impact

upward pressure as the market prices in the earnings beat.

Evidence & confidence

Revenue and profit surged year‑over‑year; growth led by Power and Electrification segments.

Market effects

Power and Electrification segments may see increased investor interest.

U.S. industrial and energy stocks could benefit from the upbeat results.

Highlights strength in the global renewable‑energy equipment market.

Counterpoint

If guidance falls short of expectations, the rally could be short‑lived.

Key entities

  • GE Vernova

    Industrial and renewable‑energy equipment maker.

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GE Vernova stock gains on earnings beat, raised guidance

GE Vernova (NYSE: GEV) reported Q3 earnings of $4.81 per share, beating estimates by $0.81, with revenue up 27% to $12.64B. The company raised 2026 guidance, including revenue to $46.5B-$47.5B. Shares rose 2.5% post-announcement. GEV also announced a $9B acquisition of Trench Group and increased its share buyback program to $20B.

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GE Vernova reported Q3 2026 revenue of $12.6B, up 27% YoY, with net income of $1.3B. Adjusted EBITDA was $1.9B, and free cash flow reached $5.4B. The company raised its 2026 guidance for revenue, adjusted EBITDA margin, and free cash flow. Orders totaled $29.3B, up 96% organically, and backlog increased to $197B. GE Vernova also increased its share repurchase authorization to $20B and plans to acquire Trench Group for $9B.