GEVIndustrials & materials
| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $10.56B | $8.03B | $9.11B | $9.97B | $10.96B | $9.34B | $11.10B | $12.64B | ▲ +26.8% |
| Gross profit | $2.12B | $1.47B | $1.85B | $1.90B | $2.32B | $1.78B | $2.36B | $3.11B | ▲ +63.8% |
| Operating income | $592.00M | $43.00M | $378.00M | $366.00M | $601.00M | $179.00M | $653.00M | $1.39B | ▲ +280.9% |
| Net income | $484.00M | $254.00M | $514.00M | $452.00M | $3.66B | $4.75B | $668.00M | $1.29B | ▲ +185.6% |
| R&D | $265.00M | $239.00M | $282.00M | $310.00M | $366.00M | $304.00M | $334.00M | $358.00M | ▲ +15.5% |
| EPS (diluted) | — | 0.91 $ | 1.86 $ | 1.64 $ | — | 17.44 $ | 2.47 $ | 4.81 $ | ▲ +193.3% |
| Margins (% of revenue) | |||||||||
| Gross | 20.1 % | 18.3 % | 20.3 % | 19.0 % | 21.2 % | 19.1 % | 21.3 % | 24.6 % | ▲ +5.5 pt |
| Operating | 5.6 % | 0.5 % | 4.1 % | 3.7 % | 5.5 % | 1.9 % | 5.9 % | 11.0 % | ▲ +7.4 pt |
| Net | 4.6 % | 3.2 % | 5.6 % | 4.5 % | 33.4 % | 50.8 % | 6.0 % | 10.2 % | ▲ +5.7 pt |
| Balance sheet | |||||||||
| Assets | $51.48B | $51.56B | $53.08B | $54.40B | $63.02B | $75.61B | $80.80B | $86.22B | ▲ +58.5% |
| Liabilities | $40.89B | $41.89B | $43.13B | $44.67B | $50.72B | $60.55B | $67.69B | $73.68B | ▲ +65.0% |
| Equity | $10.59B | $9.67B | $9.95B | $9.73B | $12.30B | $15.06B | $13.12B | $12.54B | ▲ +28.9% |
| Cashnever filed | — | — | — | — | — | — | — | — | — |
| Capital | |||||||||
| Shares outstanding | 275.90M | 272.93M | 272.22M | 271.32M | 269.53M | 268.72M | 266.33M | 264.68M | ▼ -2.4% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.