GE Vernova Raises 2026 Revenue Guidance to $45.5 Billion-$46.5 Billion on $11.1 Billion Sales Beat
GE Vernova reported second-quarter revenue of $11.1 billion, beating estimates, and raised its full-year 2026 revenue guidance to $45.5 billion-$46.5 billion. The power and equipment maker posted earnings per share of $2.47, missing analyst forecasts of around $3.
Driven by robust demand in the power and electrification units, including over $5 billion in year-to-date data center orders, the company lifted its 2026 outlook despite a wider segment loss in wind energy. Total orders surged to $24.2 billion, bringing the order backlog to $176 billion. Shares fell roughly 4% in premarket trading after the earnings miss.
From the sources (7 posts)
@financialjuice$GEV GE Vernova Q2 Earnings EPS $2.47 vs. $1.86 y/y Rev. $11.10B, est. $10.82B Adj. EBITDA $1.25B, est. $1.29B Net income $649M, +32% y/y Gas power backlog, slot reservations grew to 116GW
@wallstengine$GEV Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $11.10B (Est. $10.7B) 🟢; +22% YoY 🔹 Orders: $24.2B; +88% organic 🔹 Backlog: $176B; +$13B QoQ 🔹 Data Center Orders: Over $5B YTD, more than double 2025 total FY Guide: 🔹 Revenue: $45.5B-$46.5B (Est
@stockmktnewzGE VERNOVA $GEV JUST REPORTED EARNINGS EPS of $2.47 missing expectations of $3.10 Revenue of $11.1B beating expectations of $10.8B GEV raised its full year 2026 guidance up to ~$46B from $45B
@firstsquawkGE Vernova Q2 2026 Earnings -EPS $2.47 VS. $1.86 Y/Y -Adj. EBITDA $1.25b (Est $1.29B) -Rev $11.10B (est $10.73 B) -FY Revenue $45.5 B - $46.5 B (Est $45.45 B) -Sees FY Adj FCF $11.5B To $12.5B, Saw $6.5B To $7.5B -Expect To Have At Le
@wallstengine$GEV shares are now lower after Q2 EPS missed expectations, even as the broader print showed strong demand and cash generation The main weak spot remains Wind, where revenue fell 10% & segment EBITDA loss widened to $275M on lower Onsh
@alphasenseinc$GEV Earnings: - Revenue of $11.1B, +22%, +12% organically led by Power and Electrification - Net income of $0.6B; net income margin of 5.8% - Adjusted EBITDA of $1.2B; adjusted EBITDA margin of 11.3%, up +340 basis points organically - Or
@thetranscript_GE Vernova CEO: "With a backlog of $176B, continued revenue growth and margin expansion, and significant free cash flow generation, GE Vernova’s momentum is building & we are raising our 2026 financial guidance $GEV: -4% Pre-Market htt