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Side-by-side financial comparison of GE Vernova (GEV) and Southern Company (SO). Click either name above to swap in a different company.
GE Vernova is the larger business by last-quarter revenue ($9.3B vs $8.4B, roughly 1.1× Southern Company). GE Vernova runs the higher net margin — 50.9% vs 15.9%, a 34.9% gap on every dollar of revenue. On growth, GE Vernova posted the faster year-over-year revenue change (16.3% vs 8.0%). Over the past eight quarters, Southern Company's revenue compounded faster (14.0% 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...
Southern Company is an American gas and electric utility holding company based in the Southern United States. It is headquartered in Atlanta, Georgia, with executive offices located in Birmingham, Alabama. As of 2021 it is the second largest utility company in the U.S. in terms of customer base. Through its subsidiaries it serves 9 million gas and electric utility customers in 6 states. Southern Company's regulated regional electric utilities serve a 120,000-square-mile (310,000 km2) territor...
GEV vs SO — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $9.3B | $8.4B |
| Net Profit | $4.8B | $1.3B |
| Gross Margin | — | — |
| Operating Margin | — | 24.0% |
| Net Margin | 50.9% | 15.9% |
| Revenue YoY | 16.3% | 8.0% |
| Net Profit YoY | 5.9% | 5.4% |
| EPS (diluted) | $17.44 | — |
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 | $8.4B | ||
| Q4 25 | $11.0B | $7.0B | ||
| Q3 25 | $10.0B | $7.8B | ||
| Q2 25 | $9.1B | $7.0B | ||
| Q1 25 | $8.0B | $7.8B | ||
| Q4 24 | $10.6B | $6.3B | ||
| Q3 24 | $8.9B | $7.3B | ||
| Q2 24 | $8.2B | $6.5B |
| Q1 26 | $4.8B | $1.3B | ||
| Q4 25 | $3.7B | $341.0M | ||
| Q3 25 | $452.0M | $1.7B | ||
| Q2 25 | $514.0M | $880.0M | ||
| Q1 25 | $254.0M | $1.3B | ||
| Q4 24 | $484.0M | $466.0M | ||
| Q3 24 | $-96.0M | $1.5B | ||
| Q2 24 | $1.3B | $1.2B |
| 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 | — | 24.0% | ||
| Q4 25 | 5.5% | 13.1% | ||
| Q3 25 | 3.7% | 33.2% | ||
| Q2 25 | 4.1% | 25.3% | ||
| Q1 25 | 0.5% | 25.9% | ||
| Q4 24 | 5.6% | 16.7% | ||
| Q3 24 | -4.0% | 32.6% | ||
| Q2 24 | 6.4% | 30.0% |
| Q1 26 | 50.9% | 15.9% | ||
| Q4 25 | 33.4% | 4.9% | ||
| Q3 25 | 4.5% | 21.9% | ||
| Q2 25 | 5.6% | 12.6% | ||
| Q1 25 | 3.2% | 16.3% | ||
| Q4 24 | 4.6% | 7.3% | ||
| Q3 24 | -1.1% | 21.1% | ||
| Q2 24 | 15.8% | 18.6% |
| Q1 26 | $17.44 | — | ||
| Q4 25 | $13.28 | $0.38 | ||
| Q3 25 | $1.64 | $1.54 | ||
| Q2 25 | $1.86 | $0.79 | ||
| Q1 25 | $0.91 | $1.21 | ||
| Q4 24 | $1.75 | $0.48 | ||
| Q3 24 | $-0.35 | $1.39 | ||
| Q2 24 | $4.65 | $1.09 |
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 | — | — |
| Free Cash FlowOCF − Capex | $4.8B | — |
| FCF MarginFCF / Revenue | 51.3% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $7.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $2.6B | ||
| Q3 25 | $980.0M | $3.8B | ||
| Q2 25 | $367.0M | $2.2B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $921.0M | $2.2B | ||
| Q3 24 | $1.1B | $3.6B | ||
| Q2 24 | $979.0M | $2.7B |
| Q1 26 | $4.8B | — | ||
| Q4 25 | $1.8B | $-1.7B | ||
| Q3 25 | $733.0M | $559.0M | ||
| Q2 25 | $194.0M | $-619.0M | ||
| Q1 25 | $975.0M | $-1.2B | ||
| Q4 24 | $571.0M | $-576.0M | ||
| Q3 24 | $968.0M | $1.3B | ||
| Q2 24 | $822.0M | $563.0M |
| Q1 26 | 51.3% | — | ||
| Q4 25 | 16.5% | -24.2% | ||
| Q3 25 | 7.4% | 7.1% | ||
| Q2 25 | 2.1% | -8.9% | ||
| Q1 25 | 12.1% | -15.3% | ||
| Q4 24 | 5.4% | -9.1% | ||
| Q3 24 | 10.9% | 17.9% | ||
| Q2 24 | 10.0% | 8.7% |
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 61.4% | ||
| Q3 25 | 2.5% | 41.1% | ||
| Q2 25 | 1.9% | 40.2% | ||
| Q1 25 | 2.3% | 31.3% | ||
| Q4 24 | 3.3% | 43.4% | ||
| Q3 24 | 1.8% | 31.8% | ||
| Q2 24 | 1.9% | 32.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | 7.62× | ||
| Q3 25 | 2.17× | 2.21× | ||
| Q2 25 | 0.71× | 2.48× | ||
| Q1 25 | 4.57× | 0.98× | ||
| Q4 24 | 1.90× | 4.66× | ||
| Q3 24 | — | 2.36× | ||
| Q2 24 | 0.76× | 2.23× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
