| GEV |
Report |
Q2 revenue |
BEAT |
pred ~$10.96B vs. cons $10.78B |
MEDIUM |
| GEV |
Report |
Q2 adjusted EBITDA |
BEAT |
pred ~$1.33B vs. cons $1.29B |
MEDIUM |
| GEV |
Report |
Q2 total orders |
BEAT |
pred ~$20.2B vs. cons $19.4B |
MEDIUM |
| GEV |
Guide |
Revenue guidance |
BETTER |
guide ~$45.75B vs. cons $45.48B (FY2026) |
MEDIUM |
| GEV |
Guide |
Adjusted EBITDA margin guidance |
LOWER |
guide ~13.5% vs. cons 13.7% (FY2026) |
MEDIUM |
| GEV |
Guide |
Free cash flow guidance |
BETTER |
guide ~$8.0B vs. cons $7.19B (FY2026) |
MEDIUM |
| GEV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| GEV |
Return |
5-day cumulative residual |
+0.7% (FADE) |
The Q2 adjusted EBITDA beat of ~$1.33B vs. $1.29B and FCF guide of ~$8.0B vs. $7.19B support the initial move, but an FY2026 EBITDA-margin midpoint of ~13.5% vs. 13.7% consensus limits forward estimate revisions and causes most of the day-1 gain to fade. |
MEDIUM |