GE Vernova $GEV Read from its own SEC filings · nothing written, nothing inferred
🫧 Edgar looked up GE Vernova Inc. ($GEV). Last filing: 8-K (5.02 Departure or Election of Directors; Appointment of Officers), 2026-08-27. 8 event filings (8-K) in the past twelve months.
🔖 Exposure: revenue $38.1B (FY2025). Experience: revenue up 9.0% on the year, up 8.7% a year over 3 years; operating margin 3.6%, up from 1.3%. Soundness: equity 17.7% of assets, return on equity 43.7%, payout 5.6% of profit, dividend per share up 1 year running. Credibility: four or more audited years, reasonable weight. Range: 80% of past cases like this landed between $37.2B and $43.2B next year (method v4.1: its own 3-year record of growth weighed at 40% against $10B+ filers; on a year the method never saw, 83.4% landed inside). In a shock year the stress range is $34.8B to $45.9B. A statistical range, not company guidance. Against peers (151 filers, $50M+ revenue, its industry group): operating margin 3.6% against a 3.6% median; growth 9.0% against 9.1%.
Gold paid out, navy kept. Kept share × return on equity = the growth it can fund itself. Facts from the filings, not a recommendation.
Speed and cash · fiscal 2025
Both views must agree for a label · a description, not advice.
| Cash flow (op · inv · fin · free) | $5.0B · −$755M · −$3.8B · $3.7B |
| Investment book (cash · short · long) | $8.8B · — · — · current ratio 0.98 |
| Revenue swing · equity of assets | 3.2% · 17.7% |
GE Vernova is growing faster than its size class, with steadier revenue. Its own audited SEC figures.
The figures, as filed
| Fiscal year end | 2025-12-31 |
| Revenue | $38.1B |
| Revenue, on the year | 9.0% |
| Revenue, a year over the record | 8.7% |
| Operating margin | 3.6% |
| Operating margin, prior year | 1.3% |
| Net margin | 12.8% |
| Research and development | $1.2B · 3.1% of revenue |
| Total debt | — |
| Equity of assets | 17.7% |
| Return on equity | 43.7% |
| Payout of profit | 5.6% |
| Dividend per share | $1.25 · up 1 year running |
| Earnings per share | $17.92 |
| Book value per share | $40.50 |
| Revenue per share | $137.93 |
| Shares outstanding | 276,000,000 |
| Audited years read | 4 |
Peers: the median of 151 filers with $50M+ revenue in electronic & other electrical equipment (no computer equip).
Health HarborGE Vernova sails as: New ship
Health watch · 12 monthsDirector or officer change ×2
Sailing speed follows growth: 8.7% a year crosses the harbor in 54 seconds.
🌊 Visit the Bay →No warning signs on the measures below.
Boat condition = number of warning signs: a serious warning filing in 12 months; liabilities over assets; slow and jumpy; negative operating cash; an 80% revenue range of ±25% or wider. A picture of the signs, not a rating and not investment advice.
- 8-K · 2026-08-27 · 5.02 Departure or Election of Directors; Appointment of Officers
- 10-Q · 2026-07-22
- 8-K · 2026-07-22 · 2.02 Results of Operations and Financial Condition; 9.01 Financial Statements and Exhibits
- 8-K · 2026-05-22 · 5.07 Submission of Matters to a Vote of Security Holders
- 10-Q · 2026-04-22
- 8-K · 2026-04-22 · 2.02 Results of Operations and Financial Condition; 9.01 Financial Statements and Exhibits
Figures are as filed in audited 10-K reports and can move with restatements, acquisitions, disposals or a change in fiscal year. A range set from how past company-years turned out is not a promise about the next one, and says nothing about the share price. Reporting, not investment advice. No price targets and no trading recommendations. Figures from the SEC’s own data · every filing · this page as JSON · ask about another company