GE Vernova Inc.
Shortcut
3.75Normalized diluted EPS
-6.3% vs Street
Street
4.00Normalized diluted EPS
October 25 consensus snapshot
Real
4.25Provider normalized diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
Segment build on issuer 3Q26 guidance (22-Jul-2026 call): Power +18% reported (~18.7% organic) at 18.0% margin; Electrification $3.94bn at 19.0%; Wind -10.5% at ~$(30)m EBITDA; corporate $(135)m -> adjusted EBITDA $1.62bn.
Revenue $12.02bn, in line with $12.00bn consensus; GEV beat revenue consensus in all six history quarters but guidance-anchored build kept only a small tilt.
GAAP charges (restructuring $25m, separation $35m, Prolec step-up $10m) stay in the consensus normalized basis, which history shows removes only disclosed gains (1Q25, 1Q26, 2Q26 tie exactly).
On the record.
- Reporting period
- Q3 2026 (FQ3 2026 - Sep 2026; fiscal year ends Dec-31)
- Reporting basis
- Empirical estimate of frozen consensus normalized diluted EPS, USD per common share; forecast business gains zero, normalized equals GAAP. Provider adjustment definition unproven.
- Consensus snapshot
- October 25, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 27, 2026 at 4:25 AM PDT
- Original author completed
- Oct 27, 2026 at 3:35 AM PDT
- Reviewed revision completed
- Oct 27, 2026 at 4:25 AM PDT
- First published
- Oct 27, 2026 at 11:06 AM PDT
Result basis
GE Vernova reports GAAP diluted EPS of $4.81. The live Google Finance Q3 2026 data panel and previous-report table now explicitly display Normalized EPS $4.25 versus $4.00 estimated. This revises the earlier observed provider-normalized actual of $4.81; the old result record, direct panel/table text and screenshot remain preserved. All six frozen historical normalized actuals still match the provider series. Scoring uses the revised literal provider-normalized actual and the unchanged original forecast and frozen Street. The issuer GAAP $4.81 remains separately recorded. Item-level provider adjustments are not independently available, so no adjustment bridge is inferred from GAAP, business gains, tax assumptions or the outcome.