vs
Side-by-side financial comparison of GE Vernova (GEV) and Oracle Corporation (ORCL). Click either name above to swap in a different company.
Oracle Corporation is the larger business by last-quarter revenue ($16.1B vs $9.3B, roughly 1.7× GE Vernova). GE Vernova runs the higher net margin — 50.9% vs 38.2%, a 12.7% gap on every dollar of revenue. On growth, GE Vernova posted the faster year-over-year revenue change (16.3% vs 14.2%). GE Vernova produced more free cash flow last quarter ($4.8B vs $-10.0B). Over the past eight quarters, Oracle Corporation's revenue compounded faster (10.0% CAGR vs 6.7%).
GE Vernova, Inc. is an energy equipment manufacturing and services company headquartered in Cambridge, Massachusetts. The company operates through three main segments: Power, which designs, manufactures, and services gas, nuclear, hydro, and steam technologies; Wind, which provides onshore and offshore wind turbines and blades; and Electrification, which offers grid solutions, power conversion, solar and storage solutions, and digital technologies for the transmission, distribution, and manag...
An oracle is a person or thing considered to provide insight, wise counsel or prophetic predictions, most notably including precognition of the future, inspired by deities. If done through occultic means, it is a form of divination.
GEV vs ORCL — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $9.3B | $16.1B |
| Net Profit | $4.8B | $6.1B |
| Gross Margin | — | — |
| Operating Margin | — | 29.5% |
| Net Margin | 50.9% | 38.2% |
| Revenue YoY | 16.3% | 14.2% |
| Net Profit YoY | 5.9% | 94.7% |
| EPS (diluted) | $17.44 | $2.10 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $9.3B | — | ||
| Q4 25 | $11.0B | $16.1B | ||
| Q3 25 | $10.0B | $14.9B | ||
| Q2 25 | $9.1B | $15.9B | ||
| Q1 25 | $8.0B | $14.1B | ||
| Q4 24 | $10.6B | $14.1B | ||
| Q3 24 | $8.9B | $13.3B | ||
| Q2 24 | $8.2B | $14.3B |
| Q1 26 | $4.8B | — | ||
| Q4 25 | $3.7B | $6.1B | ||
| Q3 25 | $452.0M | $2.9B | ||
| Q2 25 | $514.0M | $3.4B | ||
| Q1 25 | $254.0M | $2.9B | ||
| Q4 24 | $484.0M | $3.2B | ||
| Q3 24 | $-96.0M | $2.9B | ||
| Q2 24 | $1.3B | $3.1B |
| Q1 26 | — | — | ||
| Q4 25 | 21.2% | — | ||
| Q3 25 | 19.0% | — | ||
| Q2 25 | 20.3% | — | ||
| Q1 25 | 18.3% | — | ||
| Q4 24 | 20.1% | — | ||
| Q3 24 | 12.4% | — | ||
| Q2 24 | 20.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 29.5% | ||
| Q3 25 | 3.7% | 28.7% | ||
| Q2 25 | 4.1% | 32.1% | ||
| Q1 25 | 0.5% | 30.8% | ||
| Q4 24 | 5.6% | 30.0% | ||
| Q3 24 | -4.0% | 30.0% | ||
| Q2 24 | 6.4% | 32.8% |
| Q1 26 | 50.9% | — | ||
| Q4 25 | 33.4% | 38.2% | ||
| Q3 25 | 4.5% | 19.6% | ||
| Q2 25 | 5.6% | 21.5% | ||
| Q1 25 | 3.2% | 20.8% | ||
| Q4 24 | 4.6% | 22.4% | ||
| Q3 24 | -1.1% | 22.0% | ||
| Q2 24 | 15.8% | 22.0% |
| Q1 26 | $17.44 | — | ||
| Q4 25 | $13.28 | $2.10 | ||
| Q3 25 | $1.64 | $1.01 | ||
| Q2 25 | $1.86 | $1.19 | ||
| Q1 25 | $0.91 | $1.02 | ||
| Q4 24 | $1.75 | $1.10 | ||
| Q3 24 | $-0.35 | $1.03 | ||
| Q2 24 | $4.65 | $1.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $19.2B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $30.0B |
| Total Assets | — | $205.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $19.2B | ||
| Q3 25 | — | $10.4B | ||
| Q2 25 | — | $10.8B | ||
| Q1 25 | — | $17.4B | ||
| Q4 24 | — | $10.9B | ||
| Q3 24 | — | $10.6B | ||
| Q2 24 | — | $10.5B |
| Q1 26 | — | — | ||
| Q4 25 | $11.2B | $30.0B | ||
| Q3 25 | $8.6B | $24.2B | ||
| Q2 25 | $8.9B | $20.5B | ||
| Q1 25 | $8.6B | $16.7B | ||
| Q4 24 | $9.5B | $13.7B | ||
| Q3 24 | $9.5B | $10.8B | ||
| Q2 24 | $9.1B | $8.7B |
| Q1 26 | — | — | ||
| Q4 25 | $63.0B | $205.0B | ||
| Q3 25 | $54.4B | $180.4B | ||
| Q2 25 | $53.1B | $168.4B | ||
| Q1 25 | $51.6B | $161.4B | ||
| Q4 24 | $51.5B | $148.5B | ||
| Q3 24 | $50.9B | $144.2B | ||
| Q2 24 | $48.1B | $141.0B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $2.1B |
| Free Cash FlowOCF − Capex | $4.8B | $-10.0B |
| FCF MarginFCF / Revenue | 51.3% | -62.1% |
| Capex IntensityCapex / Revenue | — | 74.9% |
| Cash ConversionOCF / Net Profit | — | 0.34× |
| TTM Free Cash FlowTrailing 4 quarters | $7.5B | $-13.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $2.1B | ||
| Q3 25 | $980.0M | $8.1B | ||
| Q2 25 | $367.0M | $6.2B | ||
| Q1 25 | $1.2B | $5.9B | ||
| Q4 24 | $921.0M | $1.3B | ||
| Q3 24 | $1.1B | $7.4B | ||
| Q2 24 | $979.0M | $6.1B |
| Q1 26 | $4.8B | — | ||
| Q4 25 | $1.8B | $-10.0B | ||
| Q3 25 | $733.0M | $-362.0M | ||
| Q2 25 | $194.0M | $-2.9B | ||
| Q1 25 | $975.0M | $71.0M | ||
| Q4 24 | $571.0M | $-2.7B | ||
| Q3 24 | $968.0M | $5.1B | ||
| Q2 24 | $822.0M | $3.3B |
| Q1 26 | 51.3% | — | ||
| Q4 25 | 16.5% | -62.1% | ||
| Q3 25 | 7.4% | -2.4% | ||
| Q2 25 | 2.1% | -18.4% | ||
| Q1 25 | 12.1% | 0.5% | ||
| Q4 24 | 5.4% | -19.0% | ||
| Q3 24 | 10.9% | 38.5% | ||
| Q2 24 | 10.0% | 23.0% |
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 74.9% | ||
| Q3 25 | 2.5% | 57.0% | ||
| Q2 25 | 1.9% | 57.1% | ||
| Q1 25 | 2.3% | 41.5% | ||
| Q4 24 | 3.3% | 28.2% | ||
| Q3 24 | 1.8% | 17.3% | ||
| Q2 24 | 1.9% | 19.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | 0.34× | ||
| Q3 25 | 2.17× | 2.78× | ||
| Q2 25 | 0.71× | 1.80× | ||
| Q1 25 | 4.57× | 2.02× | ||
| Q4 24 | 1.90× | 0.41× | ||
| Q3 24 | — | 2.54× | ||
| Q2 24 | 0.76× | 1.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GEV
| Organic revenues | $8.6B | 92% |
| Other | $752.0M | 8% |
ORCL
| Software Support | $4.9B | 31% |
| Cloud Infrastructure | $4.1B | 25% |
| Cloud Applications | $3.9B | 24% |
| Services Business | $1.4B | 9% |
| Software License | $939.0M | 6% |
| Hardware Business | $776.0M | 5% |
