GE Vernova (GEV): FY26 Q3 earnings call, Oct 28, 2026

On its Oct 28, 2026 earnings call (FY26 Q3), GE Vernova said 10 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.

Updated

Markets

15 words · 10 settled yes · our count agreed on 15 of 15
Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability published before the event
WordResultOur countAll speakersAgreesProbabilityMarket
Prolec 3+ timesYes1819✓88%transcripts from the transcript model–
Nuclear Yes88✓93%n=3+tx from settlement history blended with transcripts–
Data Center 3+ timesYes78✓78%transcripts from the transcript model–
Electricity Yes66✓86%n=3+tx from settlement history blended with transcripts–
Vietnam / India Yes44✓58%n=3+tx from settlement history blended with transcripts–
Tariff Yes33✓90%n=3+tx from settlement history blended with transcripts–
Robotic / Robotics Yes33✓81%n=2+tx from settlement history blended with transcripts–
Inflation Yes22✓89%n=3+tx from settlement history blended with transcripts–
Iran / Middle East Yes11✓51%n=1+tx from settlement history blended with transcripts–
Oil Yes11✓15%n=2+tx from settlement history blended with transcripts–
China No00✓61%n=3+tx from settlement history blended with transcripts–
Trump / Administration No00✓57%transcripts from the transcript model–
Blade No00✓40%n=3+tx from settlement history blended with transcripts–
BWRX-300 No00✓32%transcripts from the transcript model–
Songon No00✓18%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 28, 2026 13:32 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

11 matches for “Trench Group”; 5 quoted, at least 25 words apart.

Michael Lapidescompanyprepared

…on GE Vernova's third quarter 2026 earnings and the planned acquisition of Trench Group. I am joined today by our CEO, Scott Strazik, and CFO,…

Michael Lapidescompanyprepared

…and presentation slides, both of which are available on our website. Our Trench Group comments reflect expectations for the transaction, the cost and revenue synergies…

Michael Lapidescompanyprepared

The Trench Group financial information was prepared by GE Vernova based on data provided by Trench Group and reflect Trench Group's accounting policies, which may…

Michael Lapidescompanyprepared

…organic basis. We will make forward-looking statements about our performance in the Trench Group business. These statements are based on how we see things today.…

Scott Strazikcompanyprepared

…for strong returns. We are pleased to announce the signing of the Trench Group acquisition, which will strengthen our core Electrification offerings and high-voltage grid…

Where the listed words were said

Scott Strazikcompany“Prolec (3+)” · prepared

…assets of scale I felt we needed in Electrification. The first was Prolec to expand our North American manufacturing footprint and to simplify the front-end…

Scott Strazikcompany“Nuclear” · prepared

…growing interest in our new offerings, including in both Power with a nuclear SMR and multiple products in Electrification, including MV-UPS and solid-state transformers. Second,…

Scott Strazikcompany“Data Center (3+)” · prepared

…factors driving our conviction in the high-voltage market for the long term. Data centers require large electricity loads, driving the increasing need for more efficient…

Scott Strazikcompany“Electricity” · prepared

…We will add scale to the core of our fast-growing electrification segment to better serve the global electricity super cycle. Turning to the next page.

Scott Strazikcompany“Vietnam / India” · prepared

India is a great example of this today, and is a market where we are demonstrating real commercial success, including our announced win on the…

Scott Strazikcompany“Tariff” · prepared

…new onshore equipment remains soft, we are monitoring the outcome of Section 232 tariffs that impact wind development, which should lead to more orders clarity.

Ken Parkscompany“Robotic / Robotics” · prepared

…cost synergies, we plan to apply our combined advanced manufacturing expertise, including robotics and automation, across the expanded footprint. We will expand lean to increase…

Ken Parkscompany“Inflation” · prepared

…with higher price, more profitable volume, and further productivity more than offsetting inflation. We completed our exit from transition services agreements with GE Aerospace in…

Ken Parkscompany“Iran / Middle East” · prepared

…our existing commercial capabilities in markets like India, Southeast Asia, and the Middle East to expand Trench's reach and grow revenues. For example, India is…

Scott Strazikcompany“Oil” · prepared

…systems, substations, and stability solutions. Dry-type transformers use a resin instead of oil, which reduces maintenance, is better for the environment, and dramatically reduces the…

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