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GE Vernova10-K: Backlog growth

GEV reports strong demand with a $94.4 billion backlog in remaining performance obligations (RPO).

What happened

The company has a massive $94.4 billion RPO as of year-end 2025, indicating significant future revenue and operational activity. This requires robust supply chain, project management, and financial systems to manage execution and delivery on this large backlog.

Source

SEC EDGARJan 29, 2026

Annual report (Form 10-K)

GE Vernova 10-K

Filing excerpt

As of December 31, 2025, our fundamentals remained strong with approximately $94.4 billion in remaining performance obligations (RPO) and a gas turbine installed base of approximately 7,000 units with approximately 1,800 units under long-term service agreements and an average remaining contract life of approximately 10 years.

sec.gov/Archives/edgar/data/1996810/000199681026000015/gev-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

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

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

Dollar figure
$94.4B (Remaining performance obligations (RPO))
Filed
Jan 29, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1996810
Accession number
0001996810-26-000015
Timeframe
Current year
Filing year
2026
Why it matters
Capacity/fulfillment needs
Signal category
Revenue

Topics and mentions

Technologies

  • gas turbines
  • steam turbines
  • small modular reactors

Competitors

  • Siemens Energy
  • Mitsubishi Power
  • Westinghouse
  • Framatome
  • Rolls-Royce
  • Vestas
  • Siemens-Gamesa
  • Nordex

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Feb 3, 2026
signal_type
sec-10k
signal_subtype
backlogGrowth

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The API returns more than this page shows

This page shows a preview. The full sec-10k 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/199e5adb-f24b-4156-a231-3052cc9a08f7 returns this record as JSON. POST /v1/companies/enrich returns every signal for gevernova.com.

{
  "signal_id": "199e5adb-f24b-4156-a231-3052cc9a08f7",
  "signal_type": "sec-10k",
  "signal_subtype": "backlogGrowth",
  "detected_at": "2026-02-03T08:23:54.022+00:00",
  "company": {
    "name": "GE Vernova",
    "domain": "gevernova.com"
  },
  "data": {
    "detail": "The company has a massive $94.4 billion RPO as of year-end 2025, indicating significant future revenue and operational activity. This requires robust supply chain, project management, and financial systems to manage execution and delivery on this large backlog.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Remaining performance obligations (RPO)",
      "dollar_millions": 94400
    },
    "summary": "GEV reports strong demand with a $94.4 billion backlog in remaining performance obligations (RPO).",
    "excerpts": "As of December 31, 2025, our fundamentals remained strong with approximately $94.4 billion in remaining performance obligations (RPO) and a gas turbine installed base of approximately 7,000 units with approximately 1,800 units under long-term service agreements and an average remaining contract life of approximately 10 years.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000015/gev-20251231.htm",
    "filing_date": "2026-01-29",
    "filing_year": 2026,
    "sales_relevance": "Capacity/fulfillment needs",
    "signal_category": "revenue",
    "competitors_mentioned": [
      "Siemens Energy",
      "Mitsubishi Power",
      "Westinghouse",
      "Framatome",
      "Rolls-Royce",
      "Vestas",
      "Siemens-Gamesa",
      "Nordex"
    ],
    "technologies_mentioned": [
      "gas turbines",
      "steam turbines",
      "small modular reactors"
    ]
  }
}

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