### @GEV — Confirmed — from the Q1 2026 earnings call and quarterly filing
The quarter shows what meeting this moment looks like directionally: $18.3B orders, up 71% organically, book-to-bill roughly 2, revenue up 7%, adjusted EBITDA $896M up 87% with margin expanding 390 bps, and $4.8B free cash flow — more than all of 2025, helped by down payments. Backlog $163B, $200B target pulled to 2027. Full-year guide raised: revenue $44.5-45.5B, adjusted EBITDA margin 12-14%, free cash flow $6.5-7.5B. Balance sheet roughly $10.2B cash, below 1x gross debt to adjusted EBITDA. We frame it as a strong start, not a finish. Based on how we see things today, it's just a start.
- tier: Confirmed (✓)
- source: GEV / The quarter, and the raised guide
- receipt: https://ticker.thevixguy.com/p/p-day-20260730-gev-src-gev-quarter-and-guide-rotation
- posted: 2026-07-30T01:12:26.711Z