Ge Vernova Inc. GEV

Revenue Intelligence Report • 14 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

Ge Vernova Inc.'s latest quarterly revenue is $11.1B for the period ending 2026-06-30. The model projects $37.0B across the next four quarters (-10.7% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 12.7%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The GAM forecast is based on reported revenue and SG&A data through 2026-06-30. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$37.0B
-10.7% YoY
R&D Multiplier
$11.51 per $1
SG&A Multiplier
$6.37 per $1
Training Fit
3.9% MAPE
Retrospective holdout (Q2 FY2026): The model predicted $9.69B vs the actual $11.10B — an error of 12.7%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.

Revenue Forecast

GEV Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q2 FY2026
Period end 2026-06-30		 $9.69B $11.10B $7.59B–$12.38B +6.4% ✓ In range
Q3 FY2026
Period end 2026-09-30		 $9.67B $7.14B–$13.11B -3.0%
Q4 FY2026
Period end 2026-12-31		 $10.12B $6.43B–$15.91B -7.7%
Q1 FY2027
Period end 2027-03-31		 $8.79B $5.85B–$13.19B -5.9%
Q2 FY2027
Period end 2027-06-30		 $8.38B $4.95B–$14.18B -24.5%

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 (Jan–Mar) 0.9879 -1.2% In line with trend 4
FQ2 (Apr–Jun) 1.0254 +2.5% In line with trend 3
FQ3 (Jul–Sep) 1.0222 +2.2% In line with trend 3
FQ4 (Oct–Dec) 1.0105 +1.0% In line with trend 3

Spending and Revenue

GEV Spending Timing
Reading this chart: Each line shows the cumulative revenue association per $1 of spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 14 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: 0.5361x • R&D elasticity: 0.4999x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.
Enhanced forecast: The time-varying model (GAM) was selected using training fit, before evaluating the withheld quarter. Its holdout error is -12.7%.

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Data sourced from SEC EDGAR XBRL filings. SEC source data. Forecast model: GAM; spending associations: ARDL (linear) with 14 quarters. This analysis is for informational purposes only and does not constitute investment advice.

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