GE Vernova Inc 2026年季度报告

FORM 10-Q (Mark One)☑QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period endedMarch 31, 2026 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from ____ to ____ Commission file number001-41966 GE Vernova Inc.(Exact name of registrant as specified in its charter) (617) 674-7555(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities ExchangeAct of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) hasbeen subject to such filing requirements for the past 90 days. YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant toRule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant wasrequired to submit such files). YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,”and "emerging growth company" in Rule 12b-2 of the Exchange Act. (Check one): If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complyingwith any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☑ There were 268,719,995 shares of common stock with a par value of $0.01 per share outstanding at March 31, 2026. TABLE OF CONTENTS Item 1. Financial Statements and Supplementary DataConsolidated Statement of Income (Loss)Consolidated Statement of Financial Position Part II Item 1. Legal ProceedingsItem 1A. Risk FactorsItem 2. Unregistered Sales of Equity Securities and Use of ProceedsItem 3. Defaults Upon Senior SecuritiesItem 4. Mine Safety DisclosuresItem 5. Other InformationItem 6. Exhibits Signatures FORWARD-LOOKING STATEMENTS.This quarterly report of GE Vernova Inc. (the Company, GE Vernova, our, we, or us) containsforward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other securities laws that aresubject to risks and uncertainties. These statements may include words such as “believe”, “expect”, “guidance”, “outlook”, “anticipate”,“intend”, “plan”, “estimate”, “will”, “may”, and negatives or derivatives of these or similar expressions. These forward-looking statementsmay include, among others, statements about our future performance, anticipated growth, and expectations in our business; the energytransition; the demand for our products and services; our technologies and ability to innovate, anticipate, and address customer demands;our ability to increase production capacity, efficiencies, and quality; our underwriting and risk management; the estimated impact of tariffs;our product quality and costs; our cost management efforts; tax incentives; customer orders and commitments; project execution andtimelines; our actual and planned investments, including in research and development, capital expenditures, joint ventures, and othercollaborations with third parties; our ability to meet our sustainability goals and targets; levels of global infrastructure spending; governmentpolicies; our expected cash generation and management; our lean operating model; our capital allocation framework, including organic andinorganic investments, share repurchases, and dividends; our restructuring programs; disputes, litigation, arbitration, and governmentalproceedings involving us; the sufficiency and expected uses of our cash, liquidity, and financing arrangements; and our credit ratings. Forward-looking statements reflect our current expectations, are based on judgments and assumptions, are inherently uncertain, and aresubject to risks, uncertainties, and other factors, which could cause our actual results, performance, or achievements to differ materiallyfrom current expectations. Some of the risks, uncertainties, and other factors that may cause actual results to differ materially from thoseexpressed or implied by forward-looking statements include the following: •Quality issues or safety failures among our products, solutions, or services;•Significant supply chain or logistics disruptions, including cost or availability of materials or components;•Disruptions or capacity constraints at our manufacturing or operating facilities;•Our ability to manage our costs and achie