| GEV |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$10.95B vs. cons $10.80B |
MEDIUM |
| GEV |
Report |
Op. EBITDA Margin (Q2 2026) |
MISS |
pred ~10.2% vs. cons 11.8% |
MEDIUM |
| GEV |
Report |
Orders (Q2 2026) |
MISS |
pred ~$18.5B vs. cons $19.9B |
LOW |
| GEV |
Guide |
FY 2026 Revenue (FY26) |
UNCHANGED |
guide $44.5-45.5B vs. cons $45.49B |
MEDIUM |
| GEV |
Guide |
FY 2026 EBITDA Margin (FY26) |
LOWER |
guide midpoint 13% vs. cons 13.7% |
MEDIUM |
| GEV |
Guide |
FY 2026 FCF (FY26) |
UNCHANGED |
guide $6.5-7.5B vs. cons $6.91B |
HIGH |
| GEV |
Guide |
Gas GW under contract (qualitative) |
UNCHANGED |
Reaffirm 110 GW; no raise vs. prior 110 GW target |
MEDIUM |
| GEV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.0% |
— |
MEDIUM |
| GEV |
Return |
5-day cumulative residual |
-3.0% (FADE) |
FADE — sell-side cuts H2 EBITDA estimates as guide midpoint anchors below consensus |
MEDIUM |