v3.26.3
SEGMENT INFORMATION - Segment EBITDA (Details) - USD ($)
$ in Millions
3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Segment Reporting [Line Items]        
Total revenues $ 12,642 $ 9,969 $ 33,084 $ 27,112
Equipment revenues        
Segment Reporting [Line Items]        
Total revenues 8,340 5,880 20,053 14,971
Services revenues        
Segment Reporting [Line Items]        
Total revenues 4,302 4,089 13,031 12,141
Operating segments, inclusive of intersegment sales        
Segment Reporting [Line Items]        
Total revenues 12,671 10,075 33,175 27,405
Operating segments, inclusive of intersegment sales | Power        
Segment Reporting [Line Items]        
Total revenues 6,067 4,863 16,516 14,097
Operating segments, inclusive of intersegment sales | Electrification        
Segment Reporting [Line Items]        
Total revenues 3,862 2,565 10,459 6,566
Operating segments, inclusive of intersegment sales | Wind        
Segment Reporting [Line Items]        
Total revenues 2,741 2,647 6,200 6,742
Operating segments        
Segment Reporting [Line Items]        
Segment EBITDA 2,109 977 4,493 2,487
Operating segments | Power        
Segment Reporting [Line Items]        
Cost of revenues, excluding depreciation and amortization 4,152 3,663 11,656 10,481
Selling, general, and administrative expenses, excluding depreciation and amortization 497 449 1,415 1,379
Research and development expenses, excluding depreciation and amortization 170 144 455 386
Other segment items (50) (45) (150) (104)
Segment EBITDA 1,297 651 3,139 1,954
Operating segments | Electrification        
Segment Reporting [Line Items]        
Cost of revenues, excluding depreciation and amortization 2,634 1,812 7,173 4,589
Selling, general, and administrative expenses, excluding depreciation and amortization 375 323 1,070 960
Research and development expenses, excluding depreciation and amortization 119 110 338 292
Other segment items (5) (67) (62) (181)
Segment EBITDA 739 387 1,939 906
Operating segments | Wind        
Segment Reporting [Line Items]        
Cost of revenues, excluding depreciation and amortization 2,505 2,532 6,277 6,598
Selling, general, and administrative expenses, excluding depreciation and amortization 134 118 399 393
Research and development expenses, excluding depreciation and amortization 37 43 106 117
Other segment items (7) 16 2 8
Segment EBITDA 72 (61) (585) (373)
Operating segments | Equipment revenues        
Segment Reporting [Line Items]        
Total revenues 8,340 5,880 20,054 14,971
Operating segments | Equipment revenues | Power        
Segment Reporting [Line Items]        
Total revenues 2,864 1,668 6,697 4,549
Operating segments | Equipment revenues | Electrification        
Segment Reporting [Line Items]        
Total revenues 3,355 2,019 8,952 5,037
Operating segments | Equipment revenues | Wind        
Segment Reporting [Line Items]        
Total revenues 2,121 2,194 4,405 5,386
Operating segments | Services revenues        
Segment Reporting [Line Items]        
Total revenues 4,290 4,078 13,005 12,111
Operating segments | Services revenues | Power        
Segment Reporting [Line Items]        
Total revenues 3,196 3,113 9,789 9,345
Operating segments | Services revenues | Electrification        
Segment Reporting [Line Items]        
Total revenues 476 521 1,424 1,437
Operating segments | Services revenues | Wind        
Segment Reporting [Line Items]        
Total revenues 619 444 1,793 1,329
Intersegment revenues        
Segment Reporting [Line Items]        
Total revenues 41 118 116 324
Intersegment revenues | Power        
Segment Reporting [Line Items]        
Total revenues 8 83 30 203
Intersegment revenues | Electrification        
Segment Reporting [Line Items]        
Total revenues 31 25 83 93
Intersegment revenues | Wind        
Segment Reporting [Line Items]        
Total revenues 1 10 3 28
Other revenues and elimination of intersegment revenues        
Segment Reporting [Line Items]        
Total revenues $ (29) $ (107) $ (91) $ (293)