GEV
GE Vernova Beats on Revenue but Misses on Earnings
Article Summary
HOLD- GE Vernova (NYSE: GEV) fell 5.48% premarket after reporting second-quarter diluted earnings of $2.47 a share, well short of the $3.18 Wall Street analysts expected, even as revenue of $11.1 billion topped the $10.79 billion forecast and adjusted EBITDA of $1.25 billion carried an 11.3% margin up 280 basis points from a year earlier.
- GE Vernova raised full-year revenue guidance to $45.5 billion to $46.5B and lifted free cash flow guidance from $6.5 to $7.5bn, while ordering reached $24.2 billion, up 88% organically, lifting backlog $13.0 billion sequentially to $176 billion.
- Gas power equipment backlog and slot reservation agreements climbed from 100 to 116 gigawatts, with the company now expecting at least 125 GW under contract by year-end, and Electrification data center orders passed $5 billion year to date, more than double the 2025 total.
- Free cash flow of $5.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 10.2% | 25% | 50.0 ptsMeets Minimum (10.2%) - Passes screener |
| EPS Growth Next 5Y ? | 24.6% | 25% | 70.0 ptsGood (24.6%) - Solid outlook |
| Target Price Upside ? | 25.3% | 20% | 75.0 ptsSignificant Upside (25.3%) - Target: $1233.88 vs Current: $985.03 |
| Gross Margin % ? | 20.2% | 15% | 40.0 ptsModerate (20.2%) - Adequate margins |
| Drawdown from 52-Wk High ? | -17.6% | 15% | 40.0 ptsMild Pullback (-17.6%) - Light entry opportunity |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About GEV
- GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa.
- The company operates through three segments: Power, Wind, and Electrification.
- The Power segment designs, manufactures, and services gas, nuclear, hydro, and steam technologies.
- It serves industrial, government, and other customers.
- The Wind segment offers wind generation technologies, including onshore and offshore wind turbines and blades.
- The Electrification segment provides grid solutions; power conversion; electrification software; and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption.
- The company was incorporated in 2023 and is headquartered in Cambridge, Massachusetts.