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GE Vernova10-Q: Bookings decline

Wind Segment Orders and RPO Fall as Total Wind RPO Drops 8% to $19.95 Billion

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

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What happened

Total Wind RPO decreased $1.7 billion (8%) from December 31, 2025 to $19.95 billion, driven by lower contract volumes at Offshore Wind and a decline in Onshore Wind orders primarily in North America.

Source

SEC EDGAROct 28, 2026

Quarterly report (Form 10-Q)

GE Vernova 10-Q for Quarter ended Sep 30, 2026

Filing excerpt

RPO as of September 30, 2026 decreased $1.7 billion (8%) from December 31, 2025 and decreased $1.6 billion (7%) from September 30, 2025, primarily due to a decrease at Offshore Wind as we continue to execute on our contracts and at Onshore Wind due to a decrease in orders primarily in North America.

sec.gov/Archives/edgar/data/1996810/000199681026000163/gev-20260930.htmRead the full source

Other signals in this filing (5)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Bookings decline

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

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Percent
-8% (Wind RPO decrease 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
Sales effectiveness tools
Signal category
Revenue

Topics and mentions

Regions named

  • North America

Extraction

Confidence
High
Relevance
75%
Sentiment
Negative
Detected
Nov 3, 2026
signal_type
sec-10q
signal_subtype
bookingsDecline

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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
Show the full JSONThe record on this page and the API request

GET /v1/signals/38d230d5-f826-453f-b738-6f4f5f2419f4 returns this record as JSON. POST /v1/companies/enrich returns every signal for gevernova.com.

{
  "signal_id": "38d230d5-f826-453f-b738-6f4f5f2419f4",
  "signal_type": "sec-10q",
  "signal_subtype": "bookingsDecline",
  "detected_at": "2026-11-03T07:07:04.747+00:00",
  "company": {
    "name": "GE Vernova",
    "domain": "gevernova.com"
  },
  "data": {
    "detail": "Total Wind RPO decreased $1.7 billion (8%) from December 31, 2025 to $19.95 billion, driven by lower contract volumes at Offshore Wind and a decline in Onshore Wind orders primarily in North America. Vendors offering cost-optimization, project risk-mitigation, or execution efficiency tools may find opportunity as the business addresses execution pressure.",
    "metrics": {
      "pct": -0.08,
      "timeframe": "current_quarter",
      "pct_context": "Wind RPO decrease from December 31, 2025",
      "dollar_context": "total Wind RPO as of September 30, 2026"
    },
    "quarter": "Q3",
    "summary": "Wind Segment Orders and RPO Fall as Total Wind RPO Drops 8% to $19.95 Billion",
    "excerpts": "RPO as of September 30, 2026 decreased $1.7 billion (8%) from December 31, 2025 and decreased $1.6 billion (7%) from September 30, 2025, primarily due to a decrease at Offshore Wind as we continue to execute on our contracts and at Onshore Wind due to a decrease in orders primarily in North America.",
    "relevance": 0.75,
    "sentiment": "negative",
    "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": "Sales effectiveness tools",
    "signal_category": "revenue",
    "regions_mentioned": [
      "North America"
    ]
  }
}

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