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GE Vernova10-Q: Backlog growth

GE Vernova Total RPO Surges 31% to $196.7 Billion Driven by Gas and Electrification Demand

Read at SEC EDGAR

Source: Autobound Signal API · 98 signals tracked for GE Vernova · updated

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AskWhat changed at GE Vernova this week? Use Autobound signals for gevernova.com.

What happened

Remaining performance obligations reached $196.7 billion as of September 30, 2026, up $46.5 billion (31%) from December 31, 2025, driven by Gas Power and Electrification demand.

Source

Other signals in this filing (5)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Backlog growth

What this signalsFilings often name leadership changes, deals and spending plans.

Period
Quarter ended Sep 30, 2026
Fiscal year end
09/30
Filed
Oct 28, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$197B (total RPO as of September 30, 2026)
Percent
31% (RPO increase from December 31, 2025)

Details

CIK
1996810
Accession number
0001996810-26-000163
Timeframe
Current quarter
Quarter
Q3
Filing year
2026
Period end date
Sep 30, 2026
Why it matters
Capacity/fulfillment needs
Signal category
Revenue

Topics and mentions

Technologies

  • switchgear
  • transformers
  • alternating current substation solutions
  • high-voltage direct current solutions

Regions named

  • North America

Extraction

Confidence
High
Relevance
85%
Sentiment
Positive
Detected
Nov 3, 2026
signal_type
sec-10q
signal_subtype
backlogGrowth

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/5fa55fe3-913a-4f6c-b395-ae67b60fa2a5 returns this record as JSON. POST /v1/companies/enrich returns every signal for gevernova.com.

{
  "signal_id": "5fa55fe3-913a-4f6c-b395-ae67b60fa2a5",
  "signal_type": "sec-10q",
  "signal_subtype": "backlogGrowth",
  "detected_at": "2026-11-03T07:07:04.747+00:00",
  "company": {
    "name": "GE Vernova",
    "domain": "gevernova.com"
  },
  "data": {
    "detail": "Remaining performance obligations reached $196.7 billion as of September 30, 2026, up $46.5 billion (31%) from December 31, 2025, driven by Gas Power and Electrification demand. This significant expansion in backlog indicates strong operational momentum and potential capacity needs across supply chain and project execution vendors.",
    "metrics": {
      "pct": 0.31,
      "timeframe": "current_quarter",
      "pct_context": "RPO increase from December 31, 2025",
      "dollar_context": "total RPO as of September 30, 2026",
      "dollar_millions": 196721
    },
    "quarter": "Q3",
    "summary": "GE Vernova Total RPO Surges 31% to $196.7 Billion Driven by Gas and Electrification Demand",
    "excerpts": "RPO was $196.7 billion and $135.3 billion as of September 30, 2026 and 2025, respectively.",
    "relevance": 0.85,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000163/gev-20260930.htm",
    "filing_date": "2026-10-28",
    "filing_year": 2026,
    "fiscal_year": 2026,
    "fiscal_year_end": "09/30",
    "period_end_date": "2026-09-30",
    "sales_relevance": "Capacity/fulfillment needs",
    "signal_category": "revenue",
    "regions_mentioned": [
      "North America"
    ],
    "technologies_mentioned": [
      "switchgear",
      "transformers",
      "alternating current substation solutions",
      "high-voltage direct current solutions"
    ]
  }
}

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