Ge Vernova Inc. GEV

Revenue Intelligence Report • 12 quarters of SEC filing data • Updated 2026-03-15

Ge Vernova Inc. has a forecasted full-year revenue of $0.0B, a -100.0% year-over-year change, based on 12 quarters of SEC filing data. Key revenue drivers include R&D (elasticity 3481257678326992.50x). The ARDL model achieves strong accuracy at 1.6% MAPE.

Investment Thesis

Our ARDL model tracks Ge Vernova Inc.'s revenue with exceptional precision (1.6% MAPE), indicating highly predictable cash flows. R&D investment shows a 3481257678326992.50x multiplier — each 1% increase in R&D spend is associated with a 3481257678326992.50% revenue increase, signaling strong innovation-to-revenue conversion.

Next FY Revenue
$0.00B
-100.0% YoY
R&D Elasticity
3481257678326992.50x
SG&A Elasticity
-1820768809601953.50x
Model Accuracy
1.6% MAPE
Holdout validation: The model predicted $2.6B vs the actual $11B — an error of 76.1%.
⚠ Model limitation: This company shows negative spending multipliers, meaning increases in spending have not directly translated into revenue growth. This typically occurs with commodity-driven companies or hypergrowth companies.
Investor insight: Actual revenue ($11B) came in 76% above the spending-based forecast ($2.6B). This suggests that Ge Vernova Inc.'s recent revenue growth is driven significantly by external demand factors — such as market pricing, product cycle tailwinds, or structural demand shifts — beyond what its R&D and SG&A spending alone would predict.

Revenue Forecast

GEV Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q4 2025 $2.6B $11B $2.5B – $2.7B -75.2% ✗ Outside range
Q2 2026 $0.0B $0.0B – $0.0B -100.0%
Q3 2026 $0.0B $0.0B – $0.0B -100.0%
Q4 2026 $0.0B $0.0B – $0.0B -100.0%
Q1 2027 $0.0B $0.0B – $0.0B -100.0%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Ge Vernova Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Sep–Nov) 0.9922 -0.8% In line with trend 3
FQ2 (Dec–Feb) 1.0259 +2.6% In line with trend 3
FQ3 (Mar–May) 1.0028 +0.3% In line with trend 2
FQ4 (Jun–Aug) 1.0198 +2.0% In line with trend 2

How Spending Drives Revenue

GEV Spending Timing
Reading this chart: Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.

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Data sourced from SEC EDGAR XBRL filings. Model: ARDL (log-log) with 12 quarters. This analysis is for informational purposes only and does not constitute investment advice.

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