| GEV |
Report |
Revenue |
BEAT |
pred ~$10.95B vs. cons $10.80B |
MEDIUM |
| GEV |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.34B vs. cons $1.29B |
MEDIUM |
| GEV |
Report |
Adjusted EPS |
BEAT |
pred ~$3.25 vs. cons $3.10 |
MEDIUM |
| GEV |
Guide |
2026 revenue guidance |
UNCHANGED |
guide ~$45.0B midpoint vs. cons $45.0B (FY2026) |
HIGH |
| GEV |
Guide |
2026 adjusted EBITDA-margin guidance |
UNCHANGED |
guide ~13.0% midpoint vs. cons 13.0% (FY2026) |
HIGH |
| GEV |
Guide |
2026 free-cash-flow guidance |
UNCHANGED |
guide ~$7.0B midpoint vs. cons $7.0B (FY2026) |
HIGH |
| GEV |
Guide |
Power gas-equipment contracts |
BETTER |
guide ~16 GW contracted vs. cons 12 GW (2Q26) |
MEDIUM |
| GEV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| GEV |
Return |
5-day cumulative residual |
+0.8% (FADE) |
Headline revenue, EBITDA, and EPS beat is likely to drive an initial ~2.5% residual move, supported by above-consensus ~16 GW Power contracting versus ~12 GW expected. But FY2026 guide is likely held at ~$45.0B revenue, ~13.0% EBITDA margin, and ~$7.0B FCF midpoints versus the same consensus levels, leaving out-period estimates largely unchanged; the demanding valuation should pull the initial gain back toward ~0.8% by day five. |
MEDIUM |