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Demande réseau solide, mais conversion, cash et bénéfices non récurrents limitent la conviction.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/meta/ogDescription" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-12T21:06:53.500Z", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/meta/levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-09T12:48:30.860Z", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/meta/statusHistory/0/at" }, { "path": "meta.statusHistory.0.note", "value": "entrée déclenchée en clôture le 2026-09-08", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/meta/statusHistory/0/note" }, { "path": "meta.lastEvent.date", "value": "2026-09-08", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/meta/lastEvent/date" }, { "path": "header.metrics.marketCap", "value": "255.0 Md$", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/header/metrics/marketCap" }, { "path": "header.metrics.volume", "value": "1.18 M", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/header/metrics/volume" }, { "path": "header.metrics.range52w", "value": "529.18–1195.94 $ (snapshot fournisseur)", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/header/metrics/range52w" }, { "path": "header.metrics.shortInterest", "value": "3.30%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/header/metrics/shortInterest" }, { "path": "header.metrics.analystTarget", "value": "1236.43 $", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/header/metrics/analystTarget" }, { "path": "header.metrics.evEbitda", "value": "62.93x", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/header/metrics/evEbitda" }, { "path": "verdict.summary", "value": "GE Vernova fabrique et maintient des équipements de production, de réseau et d’éolien. Le 10-Q au 30 juin fait état de 176,284 Md$ de RPO contractuels, tandis que la publication T2 décrit 116 GW de carnet Gas Power et de réservations de créneaux : ce second chiffre ne vaut pas 116 GW de commandes fermes. Le plan archivé a été activé à 971,31 $ le 8 septembre ; au 11 septembre, son stop historique et TP1 n’ont pas été touchés, sans preuve de fill ni nouvelle recommandation. La clôture de 957,27 $ se situe près de l’EMA20 et sous l’EMA50. La demande est tangible, mais le gain Prolec, le besoin de conversion, la qualité non normalisée du FCF et l’absence de comparaison de valorisation sourcée imposent un suivi plutôt qu’une poursuite du prix.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/verdict/summary" }, { "path": "verdict.whyBuy.0", "value": "RPO contractuels de 176,284 Md$ au 30 juin : visibilité formelle distincte des réservations.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/verdict/whyBuy/0" }, { "path": "verdict.whyBuy.1", "value": "Commandes T2 de 24,2 Md$ et guidance 2026 relevée à 45,5–46,5 Md$ de revenus.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/verdict/whyBuy/1" }, { "path": "verdict.whyBuy.2", "value": "La clôture 957,27 $ reste au-dessus de l’EMA20 955,66 $, avec un VWAP intraday à 954,25 $.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/verdict/whyBuy/2" }, { "path": "verdict.whyBuy.3", "value": "Le FCF S1 communiqué est de 9,9 Md$, mais sa qualité doit être relue avec le fonds de roulement avant toute extrapolation.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/verdict/whyBuy/3" }, { "path": "verdict.whyAvoid.0", "value": "Le gain Prolec préimpôt de 3,992 Md$ et d’autres gains S1 empêchent de lire l’EPS ou la marge nette comme récurrents.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/verdict/whyAvoid/0" }, { "path": "verdict.whyAvoid.1", "value": "116 GW combine le carnet et les réservations : 18 GW étaient des slots et seulement 2 GW des commandes parmi les 20 GW nouveaux.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/verdict/whyAvoid/1" }, { "path": "business.overview", "value": "

GE Vernova fournit des turbines, des équipements de réseau, des logiciels et des services pour produire, transporter et convertir l’électricité. La thèse ne se réduit pas aux centres de données : Power, Electrification et Wind ont des cycles de livraison, garanties et coûts propres. Les RPO contractuels du 10-Q constituent une mesure de visibilité plus stricte que les réservations de créneaux.

Au T2, la société a indiqué 24,2 Md$ de commandes et 176,284 Md$ de RPO au 30 juin. Les 116 GW annoncés pour Gas Power regroupent carnet d’équipements et réservations ; les 20 GW de nouveaux contrats comprenaient 18 GW de réservations et 2 GW de commandes. Ce décalage est le cœur du risque de conversion.

La rentabilité agrégée appelle aussi de la prudence. Le S1 inclut un gain Prolec avant impôt de 3,992 Md$, un gain Proficy de 330 M$ et un gain d’investissement de 86 M$. Les ratios fournisseur actuels décrivent un snapshot non périodé ; ils ne démontrent pas une marge industrielle normalisée.

La Note 24 ventile le T2 : Power affiche 5,477 Md$ de revenus et 1,031 Md$ de segment EBITDA, Electrification 3,637 Md$ et 0,671 Md$, et Wind 2,026 Md$ et −0,275 Md$. Au S1, les revenus sont respectivement de 10,449, 6,597 et 3,459 Md$, pour un segment EBITDA de 1,842, 1,200 et −0,657 Md$. Wind reste donc déficitaire dans cette mesure. Le segment EBITDA est la mesure utilisée par le CEO et peut exclure notamment restructurations, coûts d’acquisition et autres éléments non opérationnels : ce n’est pas une marge GAAP consolidée. Le total des revenus des segments diffère du chiffre d’affaires consolidé après produits et éliminations intersegment ; l’addition des montants affichés peut aussi varier de 1 M$ par arrondi.

", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/overview" }, { "path": "business.coverageMatrix.0.decision", "value": "Clôture de référence 11 septembre validée.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/coverageMatrix/0/decision" }, { "path": "business.coverageMatrix.2.decision", "value": "260 séances normalisées; niveaux et rendements recalculés.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/coverageMatrix/2/decision" }, { "path": "business.coverageMatrix.6.decision", "value": "RSI, EMA et ATR calculés sur 300 barres.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/coverageMatrix/6/decision" }, { "path": "business.coverageMatrix.7.decision", "value": "26 observations 15 minutes pour le 11 septembre.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/coverageMatrix/7/decision" }, { "path": "business.coverageMatrix.12.decision", "value": "Série FINRA jusqu’au 31 août.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/coverageMatrix/12/decision" }, { "path": "business.coverageMatrix.17.decision", "value": "2,5 années; descriptive, non prédictive.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/coverageMatrix/17/decision" }, { "path": "business.coverageMatrix.21.decision", "value": "Risk-on conditionnel, confiance 57,2%.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/coverageMatrix/21/decision" }, { "path": "business.segments.0.revenue", "value": "T2 2026 : 5,477 Md$ ; S1 2026 : 10,449 Md$", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/segments/0/revenue" }, { "path": "business.segments.0.description", "value": "Segment EBITDA : 1,031 Md$ au T2 et 1,842 Md$ au S1. Mesure de performance par segment examinée par le CEO.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/segments/0/description" }, { "path": "business.segments.1.revenue", "value": "T2 2026 : 3,637 Md$ ; S1 2026 : 6,597 Md$", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/segments/1/revenue" }, { "path": "business.segments.1.description", "value": "Segment EBITDA : 0,671 Md$ au T2 et 1,200 Md$ au S1. Cette mesure de segment n’est pas une marge GAAP consolidée.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/segments/1/description" }, { "path": "business.segments.2.revenue", "value": "T2 2026 : 2,026 Md$ ; S1 2026 : 3,459 Md$", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/segments/2/revenue" }, { "path": "business.segments.2.description", "value": "Segment EBITDA négatif : −0,275 Md$ au T2 et −0,657 Md$ au S1. Wind reste déficitaire dans la mesure de performance par segment.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/segments/2/description" }, { "path": "business.sourceRefs.0.name", "value": "GE Vernova EX-99.1 T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/sourceRefs/0/name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000147/gevpressrelease2q26.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/sourceRefs/0/url" }, { "path": "business.sourceRefs.0.date", "value": "2026-07-22", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/sourceRefs/0/date" }, { "path": "business.sourceRefs.1.name", "value": "GE Vernova 10-Q T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/sourceRefs/1/name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000148/gev-20260630.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/sourceRefs/1/url" }, { "path": "business.sourceRefs.1.date", "value": "2026-07-22", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/sourceRefs/1/date" }, { "path": "business.sourceRefs.2.date", "value": "2026-09-12", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/business/sourceRefs/2/date" }, { "path": "news.0.date", "value": "2026-09-16", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/news/0/date" }, { "path": "news.0.detail", "value": "Scott Strazik doit intervenir au 14e Morgan Stanley Laguna Conference de 10:45 à 11:30 EDT. C’est un risque événementiel de communication, pas une publication de résultats ni une nouvelle donnée financière.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/news/0/detail" }, { "path": "news.1.date", "value": "2026-07-22", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/news/1/date" }, { "path": "news.1.title", "value": "Résultats T2 et guidance 2026 relevée", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/news/1/title" }, { "path": "news.1.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000147/gevpressrelease2q26.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/news/1/sourceUrl" }, { "path": "news.1.detail", "value": "Le T2 publié le 22 juillet affiche 11,104 Md$ de revenus, +22%, et 2,47 $ de BPA dilué. La société relève les revenus 2026 à 45,5–46,5 Md$ contre 44,5–45,5 Md$ et le FCF à 11,5–12,5 Md$ contre 6,5–7,5 Md$; la guidance de marge EBITDA ajusté reste 12–14%. Cela améliore la visibilité, sans résoudre le risque de conversion ni de qualité du cash.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/news/1/detail" }, { "path": "news.2.date", "value": "2026-07-22", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/news/2/date" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000147/gevpressrelease2q26.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/news/2/sourceUrl" }, { "path": "news.2.detail", "value": "Les 20 GW de nouveaux contrats comprennent 18 GW de réservations de créneaux et 2 GW de commandes. Le chiffre 116 GW combine carnet et réservations, ce qui limite toute lecture de revenu acquis.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/news/2/detail" }, { "path": "news.3.date", "value": "2026-07-22", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/news/3/date" }, { "path": "news.3.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000148/gev-20260630.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/news/3/sourceUrl" }, { "path": "news.3.detail", "value": "Le gain de réévaluation Prolec avant impôt de 3,992 Md$ fait partie du résultat semestriel. Il impose de séparer la rentabilité comptable des marges industrielles récurrentes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/news/3/detail" }, { "path": "fundamentals.rows.0.metric", "value": "Résultats T2 publiés le 22 juillet", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/0/metric" }, { "path": "fundamentals.rows.0.value", "value": "Revenus 11,104 Md$ (+22%)", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/0/value" }, { "path": "fundamentals.rows.0.signal", "value": "BPA dilué 2,47 $", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/0/signal" }, { "path": "fundamentals.rows.0.note", "value": "Publication primaire pour le trimestre clos le 30 juin 2026 : EBITDA ajusté 1,250 Md$ et marge EBITDA ajusté 11,3%. Ces deux dernières mesures sont non-GAAP.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/0/note" }, { "path": "fundamentals.rows.0.source", "value": "EX-99.1 T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/0/source" }, { "path": "fundamentals.rows.1.metric", "value": "Guidance de marge EBITDA ajusté 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/1/metric" }, { "path": "fundamentals.rows.1.value", "value": "12–14%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/1/value" }, { "path": "fundamentals.rows.1.note", "value": "La guidance de revenus est relevée à 45,5–46,5 Md$ contre 44,5–45,5 Md$ auparavant; le FCF passe à 11,5–12,5 Md$ contre 6,5–7,5 Md$. C’est une attente du management, pas un résultat réalisé.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/1/note" }, { "path": "fundamentals.rows.1.source", "value": "EX-99.1 T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/1/source" }, { "path": "fundamentals.rows.2.value", "value": "41,367 Md$", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/2/value" }, { "path": "fundamentals.rows.2.signal", "value": "+21,9%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/2/signal" }, { "path": "fundamentals.rows.3.value", "value": "3,927 Md$", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/3/value" }, { "path": "fundamentals.rows.4.value", "value": "20,57%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/4/value" }, { "path": "fundamentals.rows.5.value", "value": "7,47%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/5/value" }, { "path": "fundamentals.rows.6.value", "value": "23,04%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/6/value" }, { "path": "fundamentals.rows.6.note", "value": "Le S1 inclut Prolec et autres gains ; ne pas annualiser.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/6/note" }, { "path": "fundamentals.rows.6.source", "value": "Marketdata MCP + 10-Q T2", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/6/source" }, { "path": "fundamentals.rows.7.value", "value": "12,720 Md$", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/7/value" }, { "path": "fundamentals.rows.7.note", "value": "Snapshot fournisseur courant ; ne pas mélanger au pont primaire du 30 juin.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/7/note" }, { "path": "fundamentals.rows.8.value", "value": "3,720 Md$", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/8/value" }, { "path": "fundamentals.rows.9.metric", "value": "Emprunts au 30 juin", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/9/metric" }, { "path": "fundamentals.rows.9.value", "value": "2,849 Md$", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/9/value" }, { "path": "fundamentals.rows.9.signal", "value": "10-Q T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/9/signal" }, { "path": "fundamentals.rows.9.note", "value": "2,794 Md$ long terme après 55 M$ d’échéances courantes. Inclut les notes 2,6 Md$ de février; produit net 2,543 Md$. Ce pont primaire ne doit pas être mélangé au snapshot fournisseur courant.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/9/note" }, { "path": "fundamentals.rows.9.source", "value": "10-Q T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/9/source" }, { "path": "fundamentals.rows.10.metric", "value": "Cash-flow libre S1", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/10/metric" }, { "path": "fundamentals.rows.10.value", "value": "9,9 Md$", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/10/value" }, { "path": "fundamentals.rows.10.signal", "value": "S1 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/10/signal" }, { "path": "fundamentals.rows.10.note", "value": "CFO 10,7 Md$ ; +13,695 Md$ de passifs contractuels/deferred income.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/10/note" }, { "path": "fundamentals.rows.10.source", "value": "10-Q T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/10/source" }, { "path": "fundamentals.rows.11.metric", "value": "Guidance FCF 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/11/metric" }, { "path": "fundamentals.rows.11.value", "value": "11,5–12,5 Md$", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/11/value" }, { "path": "fundamentals.rows.11.signal", "value": "FY2026 management", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/11/signal" }, { "path": "fundamentals.rows.11.note", "value": "Implique mécaniquement 1,6–2,6 Md$ en S2 après le FCF S1 ; pas une guidance S2.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/11/note" }, { "path": "fundamentals.rows.11.source", "value": "EX-99.1 T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/11/source" }, { "path": "fundamentals.rows.12.value", "value": "254.95 Md$", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/12/value" }, { "path": "fundamentals.rows.12.signal", "value": "clôture du 11 septembre 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/12/signal" }, { "path": "fundamentals.rows.12.note", "value": "957,27 $ × 266.334 M actions courantes. Le nombre d’actions est un snapshot du 12 septembre, non point-in-time.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/12/note" }, { "path": "fundamentals.rows.13.metric", "value": "Scénario de guidance 2026 — P/S", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/13/metric" }, { "path": "fundamentals.rows.13.value", "value": "5.48–5.60x", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/13/value" }, { "path": "fundamentals.rows.13.signal", "value": "base forward FY2026 vs clôture du 11 septembre 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/13/signal" }, { "path": "fundamentals.rows.13.note", "value": "Capitalisation de référence ÷ revenus 2026 guidés 45,5–46,5 Md$. Cette enveloppe de guidance est une attente du management, pas un résultat réalisé ni une comparaison de valorisation historique.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/13/note" }, { "path": "fundamentals.rows.13.source", "value": "Calcul déterministe + EX-99.1 T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/13/source" }, { "path": "fundamentals.rows.14.metric", "value": "Rendement FCF guidance 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/14/metric" }, { "path": "fundamentals.rows.14.value", "value": "4.51–4.90%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/14/value" }, { "path": "fundamentals.rows.14.signal", "value": "base forward FY2026 vs clôture du 11 septembre 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/14/signal" }, { "path": "fundamentals.rows.14.note", "value": "FCF 2026 guidé 11,5–12,5 Md$ ÷ capitalisation de référence. Le FCF S1 contient des mouvements de fonds de roulement ; ce rendement n’est pas une normalisation de la rentabilité ni une comparaison historique.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/14/note" }, { "path": "fundamentals.rows.14.source", "value": "Calcul déterministe + EX-99.1 T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/14/source" }, { "path": "fundamentals.rows.15.value", "value": "62.93x", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/15/value" }, { "path": "fundamentals.rows.15.signal", "value": "snapshot au 12 septembre 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/15/signal" }, { "path": "fundamentals.rows.16.value", "value": "5.97x", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/16/value" }, { "path": "fundamentals.rows.16.signal", "value": "snapshot au 12 septembre 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/16/signal" }, { "path": "fundamentals.rows.17.value", "value": "44.90 $", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/17/value" }, { "path": "fundamentals.rows.17.note", "value": "P/B 21.32x ; données fournisseur courantes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/17/note" }, { "path": "fundamentals.rows.18.value", "value": "82,58%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/18/value" }, { "path": "fundamentals.rows.19.value", "value": "1236.43 $", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/19/value" }, { "path": "fundamentals.rows.19.signal", "value": "37 analystes", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/rows/19/signal" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-09-12", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/sourceRefs/0/date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "GE Vernova EX-99.1 T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/sourceRefs/1/name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000147/gevpressrelease2q26.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/sourceRefs/1/url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-07-22", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/sourceRefs/1/date" }, { "path": "fundamentals.sourceRefs.2.name", "value": "GE Vernova 10-Q T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/sourceRefs/2/name" }, { "path": "fundamentals.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000148/gev-20260630.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/sourceRefs/2/url" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-07-22", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/fundamentals/sourceRefs/2/date" }, { "path": "earnings.quarters.0.quarter", "value": "3Q2025", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/earnings/quarters/0/quarter" }, { "path": "earnings.quarters.0.surprise", "value": "-11.7%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/earnings/quarters/0/surprise" }, { "path": "earnings.quarters.1.quarter", "value": "4Q2025", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/earnings/quarters/1/quarter" }, { "path": "earnings.quarters.1.surprise", "value": "316.1%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/earnings/quarters/1/surprise" }, { "path": "earnings.quarters.2.quarter", "value": "1Q2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/earnings/quarters/2/quarter" }, { "path": "earnings.quarters.2.surprise", "value": "771.6%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/earnings/quarters/2/surprise" }, { "path": "earnings.quarters.3.quarter", "value": "2Q2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/earnings/quarters/3/quarter" }, { "path": "earnings.quarters.3.surprise", "value": "-22.4%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/earnings/quarters/3/surprise" }, { "path": "earnings.beatNote", "value": "La publication primaire du 22 juillet donne au T2 clos le 30 juin 2026 11,104 Md$ de revenus (+22%) et 2,47 $ de BPA dilué. Le fournisseur affiche 3,18 $ d’estimation : cette comparaison de surprise reste une donnée fournisseur, non une validation point-in-time par l’émetteur. Les quatre trimestres disponibles montrent deux surprises positives et deux négatives; le T1 et le T4 comportent des résultats exceptionnellement élevés. La hausse de guidance revenus et FCF soutient le cas haussier, tandis que la marge EBITDA ajusté 2026 reste 12–14% et que le S1 contient le gain Prolec de 3,992 Md$ : ni l’EPS ni le FCF ne doivent être normalisés mécaniquement. Le webcast T3 est confirmé le 28 octobre 2026, 07:30–08:30 EDT; le calendrier confirme l’horaire, pas le contenu.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/earnings/beatNote" }, { "path": "earnings.nextEarnings", "value": "2026-10-28", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/earnings/nextEarnings" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-09-12", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/earnings/sourceRefs/0/date" }, { "path": "earnings.sourceRefs.1.name", "value": "GE Vernova EX-99.1 T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/earnings/sourceRefs/1/name" }, { "path": "earnings.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000147/gevpressrelease2q26.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/earnings/sourceRefs/1/url" }, { "path": "earnings.sourceRefs.1.date", "value": "2026-07-22", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/earnings/sourceRefs/1/date" }, { "path": "earnings.sourceRefs.2.name", "value": "GE Vernova 10-Q T2 2026", "as_of": "2026-09-11", "source_artifact": 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"b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/insiders/insiderPct" }, { "path": "insiders.institutionPct", "value": "81.66%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/insiders/institutionPct" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-12", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/insiders/sourceRefs/0/date" }, { "path": "capitalStructure.sharesOutstanding", "value": "266.334 M actions", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sharesOutstanding" }, { "path": "capitalStructure.sharesAuthorized", "value": "1 000 M actions autorisées au 30 juin 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sharesAuthorized" }, { "path": "capitalStructure.shareHistory", "value": "Le 10-Q indique 1 000 000 000 actions autorisées et 266 333 581 actions en circulation au 30 juin 2026, contre 269 529 464 au 31 décembre 2025; il rapporte aussi 3,645 Md$ de rachats au S1. Le snapshot fournisseur recense 266,334 M actions courantes. Le nombre pleinement dilué courant n’est pas calculable avec les sources collectées. Le S-3ASR du 29 janvier autorise une shelf universelle (actions, dette, warrants et units) mais ne prouve pas une émission d’actions. Le 424B3 du 2 février était préliminaire; le 424B5 du 3 février fixe 2,6 Md$ de notes seniors non convertibles, dont le 10-Q donne 2,543 Md$ de produit net. Ces notes sont incluses dans les emprunts totaux 2,849 Md$ au 30 juin (2,794 Md$ long terme après 55 M$ d’échéances courantes) : elles ne doivent pas être ajoutées une seconde fois. Le revolver 3 Md$ finance les besoins intra-trimestriels; la facilité trade finance 3 Md$ n’est pas utilisée et ne contribue pas à la liquidité directe. La couverture SEC relue ne permet pas de certifier une absence globale d’offre ou de dilution.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/shareHistory" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-09-12", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sourceRefs/0/date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "GE Vernova 10-Q T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sourceRefs/1/name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000148/gev-20260630.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sourceRefs/1/url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2026-07-22", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sourceRefs/1/date" }, { "path": "capitalStructure.sourceRefs.2.name", "value": "GE Vernova S-3ASR 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sourceRefs/2/name" }, { "path": "capitalStructure.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000114036126002827/ny20063664x1_s3asr.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sourceRefs/2/url" }, { "path": "capitalStructure.sourceRefs.2.date", "value": "2026-01-29", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sourceRefs/2/date" }, { "path": "capitalStructure.sourceRefs.3.name", "value": "GE Vernova 424B3 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sourceRefs/3/name" }, { "path": "capitalStructure.sourceRefs.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000114036126003097/ny20063664x2_424b3.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sourceRefs/3/url" }, { "path": "capitalStructure.sourceRefs.3.date", "value": "2026-02-02", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sourceRefs/3/date" }, { "path": "capitalStructure.sourceRefs.4.name", "value": "GE Vernova 424B5 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sourceRefs/4/name" }, { "path": "capitalStructure.sourceRefs.4.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000114036126003521/ny20063664x4_424b5.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sourceRefs/4/url" }, { "path": "capitalStructure.sourceRefs.4.date", "value": "2026-02-03", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalStructure/sourceRefs/4/date" }, { "path": "filingsReview.summary", "value": "Cinq documents primaires relus séparent la demande T2, la qualité du résultat et le capital. Le S-3ASR décrit une capacité de shelf, le 424B3 est préliminaire et le 424B5 confirme une émission de dette, sans prouver une émission d’actions. La couverture reste insuffisante pour conclure à une absence globale de dilution.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/summary" }, { "path": "filingsReview.filings.0.form", "value": "8-K, EX-99.1", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/0/form" }, { "path": "filingsReview.filings.0.accession", "value": "0001996810-26-000147", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/0/accession" }, { "path": "filingsReview.filings.0.date", "value": "2026-07-22", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/0/date" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000147/gevpressrelease2q26.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/0/url" }, { "path": "filingsReview.filings.0.finding", "value": "L’exhibit de résultats T2 indique 24,2 Md$ de commandes et une guidance 2026 relevée. Il distingue les réservations de créneaux Gas Power des commandes et ne justifie pas de traiter tous les GW comme revenu acquis.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/0/finding" }, { "path": "filingsReview.filings.1.form", "value": "10-Q", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/1/form" }, { "path": "filingsReview.filings.1.accession", "value": "0001996810-26-000148", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/1/accession" }, { "path": "filingsReview.filings.1.date", "value": "2026-07-22", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/1/date" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000148/gev-20260630.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/1/url" }, { "path": "filingsReview.filings.1.finding", "value": "Le 10-Q au 30 juin documente le gain Prolec avant impôt de 3,992 Md$ : réévaluation à la juste valeur de la participation de 50% détenue antérieurement lors de l’acquisition. Il documente aussi la dette et limite la lecture de l’EPS et de la marge nette consolidés comme rentabilité industrielle normale.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/1/finding" }, { "path": "filingsReview.filings.2.form", "value": "S-3ASR", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/2/form" }, { "path": "filingsReview.filings.2.accession", "value": "0001140361-26-002827", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/2/accession" }, { "path": "filingsReview.filings.2.date", "value": "2026-01-29", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/2/date" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000114036126002827/ny20063664x1_s3asr.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/2/url" }, { "path": "filingsReview.filings.3.form", "value": "424B3", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/3/form" }, { "path": "filingsReview.filings.3.accession", "value": "0001140361-26-003097", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/3/accession" }, { "path": "filingsReview.filings.3.date", "value": "2026-02-02", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/3/date" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000114036126003097/ny20063664x2_424b3.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/3/url" }, { "path": "filingsReview.filings.3.finding", "value": "Prospectus préliminaire de la même opération de dette : taux, maturités et montants y restent en blanc. Il décrit donc une structure envisagée, mais pas les conditions économiques définitives, qui ne sont fixées que dans le supplément 424B5 du lendemain.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/3/finding" }, { "path": "filingsReview.filings.4.form", "value": "424B5", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/4/form" }, { "path": "filingsReview.filings.4.accession", "value": "0001140361-26-003521", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/4/accession" }, { "path": "filingsReview.filings.4.date", "value": "2026-02-03", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/4/date" }, { "path": "filingsReview.filings.4.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000114036126003521/ny20063664x4_424b5.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/4/url" }, { "path": "filingsReview.filings.4.finding", "value": "Supplément définitif : notes seniors non convertibles pour 2,6 Md$ (0,6 Md$ à 4,25% 2031; 1,0 Md$ à 4,875% 2036; 1,0 Md$ à 5,5% 2056), produit indiqué avant frais 2,54833 Md$. Emploi général, dont une partie pour Prolec; même dette que celle reprise dans le 10-Q.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/filings/4/finding" }, { "path": "filingsReview.contrarianRisks.0", "value": "Les 116 GW Gas Power mélangent backlog et slot reservations ; leur conversion en revenu peut être plus lente ou différente du carnet contractuel.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/contrarianRisks/0" }, { "path": "filingsReview.contrarianRisks.1", "value": "Le FCF S1 de 9,9 Md$ inclut des mouvements de fonds de roulement, notamment +13,695 Md$ de passifs contractuels/deferred income.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/filingsReview/contrarianRisks/1" }, { "path": "shortInterest.siPct", "value": "3.30% au 2026-08-31", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/shortInterest/siPct" }, { "path": "shortInterest.daysToCover", "value": "3.92 jours", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/shortInterest/daysToCover" }, { "path": "shortInterest.trend", "value": "Le short interest est retombé à 3,30% du flottant au 31 août après un pic de 4,40% au 30 juin ; ce n’est pas un signal de squeeze.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/shortInterest/trend" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-12", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/shortInterest/sourceRefs/0/date" }, { "path": "options.callOI", "value": "19 596 au 2026-09-18", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/options/callOI" }, { "path": "options.putOI", "value": "25 412 au 2026-09-18", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/options/putOI" }, { "path": "options.cpRatio", "value": "0.77", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/options/cpRatio" }, { "path": "options.maxPain", "value": "945 $", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/options/maxPain" }, { "path": "options.ivMean", "value": "Échéance proche ATM 45.8% — cotations suspectes", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/options/ivMean" }, { "path": "options.unusual", "value": "no_signal_qualified : 325 contrats examinés, 0 signal qualifié. Portée limitée à l’échéance la plus proche ; ce résultat ne prouve pas l’absence d’activité inhabituelle ailleurs.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/options/unusual" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-12", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/options/sourceRefs/0/date" }, { "path": "technicals.badges.0", "value": "Clôture proche EMA20", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/technicals/badges/0" }, { "path": "technicals.badges.1", "value": "Sous EMA50", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/technicals/badges/1" }, { "path": "technicals.badges.2", "value": "Au-dessus EMA200", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/technicals/badges/2" }, { "path": "technicals.setupNote", "value": "Suivi historique uniquement : entrée archivée 948.59 $, stop 897.68 $ et TP1 1046.92 $. Les barres réparées confirment que le stop et TP1 ne sont pas touchés dans la fenêtre examinée ; elles ne prouvent aucun fill ni exécution.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/technicals/setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-12", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/technicals/sourceRefs/0/date" }, { "path": "macro.indicators.0.value", "value": "15,84", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/macro/indicators/0/value" }, { "path": "macro.indicators.0.signal", "value": "en hausse vs moyenne 14 jours", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/macro/indicators/0/signal" }, { "path": "macro.indicators.1.signal", "value": "confiance 57,2%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/macro/indicators/1/signal" }, { "path": "macro.impact", "value": "Le régime de marché est une toile de fond, non un signal GEV. Le modèle signale un état risk-on conditionnel ; le calcul volatilité est dégradé faute de 1 260 séances VIX et les barres de crédit ne sont pas total-return.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/macro/impact" }, { "path": "macro.sourceRefs.0.date", "value": "2026-09-12", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/macro/sourceRefs/0/date" }, { "path": "risks.riskCards.0.points.0", "value": "Les 116 GW Gas Power comprennent des réservations de créneaux et des commandes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/risks/riskCards/0/points/0" }, { "path": "risks.riskCards.1.points.0", "value": "Le S1 inclut Prolec 3,992 Md$, Proficy 330 M$ et un gain d’investissement de 86 M$.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/risks/riskCards/1/points/0" }, { "path": "risks.riskCards.1.points.1", "value": "Le FCF S1 9,9 Md$ coexiste avec +13,695 Md$ de passifs contractuels/deferred income.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/risks/riskCards/1/points/1" }, { "path": "risks.riskCards.2.points.1", "value": "Les emprunts totaux au 30 juin sont 2,849 Md$; revolver et trade finance ne sont pas du cash, et la trade finance ne contribue pas à la liquidité directe.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/risks/riskCards/2/points/1" }, { "path": "risks.sourceRefs.0.date", "value": "2026-09-12", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/risks/sourceRefs/0/date" }, { "path": "risks.sourceRefs.1.name", "value": "GE Vernova 10-Q T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/risks/sourceRefs/1/name" }, { "path": "risks.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000148/gev-20260630.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/risks/sourceRefs/1/url" }, { "path": "risks.sourceRefs.1.date", "value": "2026-07-22", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/risks/sourceRefs/1/date" }, { "path": "social.sourceRefs.0.date", "value": "2026-09-12", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/social/sourceRefs/0/date" }, { "path": "performance.ytd", "value": "46.47% depuis le 31 décembre 2025", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/performance/ytd" }, { "path": "performance.oneYear", "value": "50.95% sur un an calendaire, du 11 septembre 2025 au 11 septembre 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/performance/oneYear" }, { "path": "performance.alpha", "value": "Les comparaisons 5 et 21 séances sont calculées par symbole sur séances communes dans le blast radius ; elles ne constituent pas un alpha causé par le thème.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/performance/alpha" }, { "path": "performance.sourceRefs.0.date", "value": "2026-09-12", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/performance/sourceRefs/0/date" }, { "path": "capitalFlow.sourceRefs.0.date", "value": "2026-09-12", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/capitalFlow/sourceRefs/0/date" }, { "path": "tradeIdea.stopPct", "value": "-5.4%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/tradeIdea/stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+10.4%", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/tradeIdea/tp1Pct" }, { "path": "tradeIdea.rr", "value": "1:1.93 vers TP1 historique ; aucun second objectif présenté.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/tradeIdea/rr" }, { "path": "tradeIdea.thesis", "value": "Le plan archivé est conservé comme géométrie de suivi, non comme une instruction. Il comporte une entrée archivée à 948.59 $, un stop à 897.68 $ et un TP1 à 1046.92 $. Son activation archivée n’établit ni fill, ni VWAP, ni position. Les niveaux servent uniquement à constater que stop et TP1 restent intacts. Les communications IR à venir restent des risques événementiels distincts. Ne pas poursuivre le prix : une publication, un gap, le spread et le slippage peuvent rendre cette géométrie inexécutable; sans nouvelle confirmation, aucune taille exécutable n’est définie.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/tradeIdea/thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Conférence Morgan Stanley : 16 septembre, 10:45–11:30 EDT; communication, pas résultat.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/tradeIdea/catalysts/0" }, { "path": "tradeIdea.catalysts.2", "value": "Webcast de résultats T3 confirmé : 28 octobre, 07:30–08:30 EDT.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/tradeIdea/catalysts/2" }, { "path": "tradeIdea.statusNote", "value": "Statut éditorial actuel : watch. L’activation archivée à la clôture 971.31 $ reste dans l’historique, sans fill ni position certifiés. Réparation des barres : ni stop 897.68 $ ni TP1 1046.92 $ touché dans la fenêtre examinée.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/tradeIdea/statusNote" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "Au T2, Power et Electrification dégagent respectivement 1,031 Md$ et 0,671 Md$ de segment EBITDA, tandis que Wind perd 0,275 Md$.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/globalScore/keyTakeawaysPositive/1" }, { "path": "globalScore.keyTakeawaysNegative.1", "value": "Bénéfice/cash S1 non normalisés.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/globalScore/keyTakeawaysNegative/1" }, { "path": "disclaimer", "value": "Information éditoriale, pas un conseil financier. Les données de marché sont issues du harness MCP daté du 12 septembre et les documents primaires sont cités séparément.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/disclaimer" }, { "path": "blastRadius.asOf", "value": "2026-09-11", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/asOf" }, { "path": "blastRadius.observationTime", "value": "Harness MCP capturé le 12 septembre 2026, clôture de référence le 11 septembre.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/observationTime" }, { "path": "blastRadius.window", "value": "Rendements 5/21 séances et OLS sur séances communes, jusqu’à 180 séances pour GEV.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/window" }, { "path": "blastRadius.groups.0.symbols.0.readThrough", "value": "Coefficient OLS calculé sur 124 rendements quotidiens communs; il décrit une co-variation, non un transfert de commandes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/groups/0/symbols/0/readThrough" }, { "path": "blastRadius.groups.0.symbols.1.readThrough", "value": "Coefficient OLS calculé sur 121 rendements quotidiens communs; il décrit une co-variation, non un transfert de commandes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/groups/0/symbols/1/readThrough" }, { "path": "blastRadius.groups.0.symbols.2.readThrough", "value": "Coefficient OLS calculé sur 124 rendements quotidiens communs; il décrit une co-variation, non un transfert de commandes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/groups/0/symbols/2/readThrough" }, { "path": "blastRadius.groups.1.symbols.0.readThrough", "value": "Coefficient OLS calculé sur 124 rendements quotidiens communs; il décrit une co-variation, non un transfert de commandes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/groups/1/symbols/0/readThrough" }, { "path": "blastRadius.groups.1.symbols.1.readThrough", "value": "Coefficient OLS calculé sur 124 rendements quotidiens communs; il décrit une co-variation, non un transfert de commandes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/groups/1/symbols/1/readThrough" }, { "path": "blastRadius.groups.1.symbols.2.readThrough", "value": "Coefficient OLS calculé sur 122 rendements quotidiens communs; il décrit une co-variation, non un transfert de commandes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/groups/1/symbols/2/readThrough" }, { "path": "blastRadius.groups.2.symbols.0.readThrough", "value": "Coefficient OLS calculé sur 124 rendements quotidiens communs; il décrit une co-variation, non un transfert de commandes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/groups/2/symbols/0/readThrough" }, { "path": "blastRadius.groups.2.symbols.1.readThrough", "value": "Coefficient OLS calculé sur 122 rendements quotidiens communs; il décrit une co-variation, non un transfert de commandes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/groups/2/symbols/1/readThrough" }, { "path": "blastRadius.groups.2.symbols.2.readThrough", "value": "Coefficient OLS calculé sur 123 rendements quotidiens communs; il décrit une co-variation, non un transfert de commandes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/groups/2/symbols/2/readThrough" }, { "path": "blastRadius.groups.3.symbols.0.readThrough", "value": "Coefficient OLS calculé sur 121 rendements quotidiens communs; il décrit une co-variation, non un transfert de commandes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/groups/3/symbols/0/readThrough" }, { "path": "blastRadius.groups.3.symbols.1.readThrough", "value": "Coefficient OLS calculé sur 124 rendements quotidiens communs; il décrit une co-variation, non un transfert de commandes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/groups/3/symbols/1/readThrough" }, { "path": "blastRadius.groups.3.symbols.2.readThrough", "value": "Coefficient OLS calculé sur 122 rendements quotidiens communs; il décrit une co-variation, non un transfert de commandes.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/groups/3/symbols/2/readThrough" }, { "path": "blastRadius.contradictions.0", "value": "Les RPO contractuels ne sont pas les 116 GW mixtes de Gas Power.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/contradictions/0" }, { "path": "blastRadius.missingData.2", "value": "Les pages IR confirment la conférence Morgan Stanley du 16 septembre et le webcast T3 du 28 octobre; ni l’une ni l’autre ne préjuge du contenu publié.", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/missingData/2" }, { "path": "blastRadius.sourceRefs.0.date", "value": "2026-09-12", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/sourceRefs/0/date" }, { "path": "blastRadius.sourceRefs.1.name", "value": "GE Vernova EX-99.1 T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/sourceRefs/1/name" }, { "path": "blastRadius.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000147/gevpressrelease2q26.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/sourceRefs/1/url" }, { "path": "blastRadius.sourceRefs.1.date", "value": "2026-07-22", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/sourceRefs/1/date" }, { "path": "blastRadius.sourceRefs.2.name", "value": "GE Vernova 10-Q T2 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/sourceRefs/2/name" }, { "path": "blastRadius.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000148/gev-20260630.htm", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/sourceRefs/2/url" }, { "path": "blastRadius.sourceRefs.2.date", "value": "2026-07-22", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/sourceRefs/2/date" }, { "path": "blastRadius.sourceRefs.3.name", "value": "GE Vernova IR — webcast résultats T3 2026", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/sourceRefs/3/name" }, { "path": "blastRadius.sourceRefs.3.url", "value": "https://www.gevernova.com/investors/events/3rd-quarter-2026-earnings-webcast", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/sourceRefs/3/url" }, { "path": "blastRadius.sourceRefs.3.date", "value": "2026-10-28", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/sourceRefs/3/date" }, { "path": "blastRadius.sourceRefs.4.date", "value": "2026-09-16", "as_of": "2026-09-11", "source_artifact": "analyses/GEV/_review/calculations.json", "source_sha256": "b05d2fd9e118251c8c05c877214b1551e75a1c7e1dc4b4786db1cd70f5cc928c", "source_pointer": "/values/blastRadius/sourceRefs/4/date" } ] }