| GEV |
Report |
Revenue |
BEAT |
pred ~$11.05B vs. cons $10.80B |
MEDIUM |
| GEV |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.32B vs. cons $1.28B |
MEDIUM |
| GEV |
Report |
Orders |
BEAT |
pred ~$21.0B vs. cons $19.90B |
LOW |
| GEV |
Guide |
FY26 Revenue |
UNCHANGED |
guide $44.5-$45.5B vs. cons $45.49B |
MEDIUM |
| GEV |
Guide |
FY26 Adj. EBITDA margin |
UNCHANGED |
guide 12%-14% vs. cons 13.69% |
MEDIUM |
| GEV |
Guide |
FY26 FCF |
UNCHANGED |
guide $6.5-$7.5B vs. cons $6.91B |
MEDIUM |
| GEV |
Guide |
FY26 contracted gas capacity |
UNKNOWN |
guide >=110 GW; consensus UNVERIFIED |
LOW |
| GEV |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| GEV |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit 2H estimate pressure |
LOW |