GEV Q2 earnings — Revenue +22% YoY · EPS +33% YoY · EBIT -100% YoYGEV Q2 财报 — 营收 +22% YoY · EPS +33% YoY · EBIT -100% YoY
Core Earnings & Filing Details
GE Vernova Inc. (GEV) Q2 2026 (ending June 30, 2026) revenue hit $11.10B, a 21.9% YoY increase; diluted EPS came in at $2.47, up 32.8% YoY; but EBIT totaled $0, a 100% YoY drop from $645M in the year-ago quarter. The update was filed via SEC Form 8-K Item 2.02 at 06:25 on July 22, 2026, with the official filing link at
Operating Leverage Analysis
Revenue grew at a double-digit YoY rate, but EBIT fell to zero, meaning revenue gains were fully offset by rising costs, one-time expenses, or segment-level structural shifts. No specific explanation for the EBIT collapse was included in the 8-K filing.
Cross-Reference to Historical Signals
1. Institutional Holdings: As of Dec 31, 2025, GEV had 2,865 institutional holders, a 229 QoQ increase, with $278.5B in total holdings and 89.2% of float held by institutions;
2. Insider Trades: CEO Abate Victor sold 4,819 shares at $948.08/share on June 3, 2026, for ~$4.57M in proceeds; multiple directors received 173-299 stock awards on May 22, 2026;
3. Analyst Ratings: As of June 1, 2026, analyst coverage split 6 Strong Buy, 24 Buy, 8 Hold, unchanged from May 1, 2026, with one additional Hold rating since April 1.
Unresolved Information & Follow-Up
The 8-K filing does not include segment-level revenue/EBIT breakdowns for its Power, Wind, and Electrification segments, does not explain the EBIT collapse, omits balance sheet and cash flow data, and provides no formal forward guidance. The upcoming Q2 2026 10-Q filing will fill these gaps.
核心财报与备案信息
通用电气能源解决方案公司（GEV）2026年第二季度（截至6月30日）营收达111.04亿美元，同比增长21.9%；摊薄每股收益（EPS）2.47美元，同比增长32.8%；但息税前利润（EBIT）为0美元，较上年同期的6.45亿美元暴跌100%。该业绩更新已于2026年7月22日6:25通过SEC 8-K表格第2.02项正式提交备案，备案链接为
经营杠杆与信号解读
本次营收实现两位数同比增长，但EBIT完全归零，说明营收增长带来的收益被成本上涨、非经常性支出或业务结构调整完全抵消，未在本次8-K文件中披露具体原因。
交叉参考历史信号
1. 机构持仓：截至2025年12月31日，GEV共有2865家机构持仓，较此前增加229家，总持仓市值2785亿美元，流通股持仓占比89.2%；
2. 内幕交易：首席执行官Abate Victor于2026年6月3日以948.08美元/股的价格出售4819股股票，交易金额约456.88万美元；多名董事于5月22日获得173至299股的免费股票奖励；
3. 分析师评级：截至2026年6月1日，分析师评级分布为6家强力买入、24家买入、8家持有，较5月1日无显著变化。
未覆盖信息与后续关注
本次8-K未披露各业务板块细分营收、EBIT数据，未解释EBIT暴跌的具体原因，也未提供资产负债表、现金流等核心财务数据，无正式前瞻性业绩指引，需等待后续10-Q文件披露补充信息。
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。