GEV
GE Vernova Inc.686.22
+4.87+0.72%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
186.81BP/E (TTM)
112.31Basic EPS (TTM)
6.11Dividend Yield
0%Recent Filings
8-K
10-Q
8-K
GE Vernova raises 2025 outlook
GE Vernova posted strong Q2 2025 results, with revenue climbing 11% to $9.1B and adjusted EBITDA margin expanding to 8.5%, fueled by Power's 44% organic order surge and Electrification's 23% revenue growth, while Wind posted deeper losses from services costs and tariffs. Backlog swelled $5.2B sequentially, with gas power slots hitting 55 GW. The company raised 2025 guidance to $36-37B revenue, 8-9% adjusted EBITDA margin, and $3.0-3.5B free cash flow. Tariffs pose a $300-400M headwind, net of mitigations.
10-Q
Q2 FY2025 results
GE Vernova posted Q2 revenues of $9.1B, up 11% y/y, driven by equipment sales surging 17% on heavy-duty gas turbine deliveries and grid solutions demand, while services grew 5% on higher parts volume. Operating income dipped to $378M from $527M y/y, reflecting higher SG&A and R&D costs, yet gross margins held steady at 20.3%. Diluted EPS fell to $1.86 from $4.65, reconciling to 276M shares with no anti-dilution flagged. Cash from operations hit $1.5B YTD, yielding $1.2B free cash flow (derived), bolstering $7.9B liquidity amid $0.1B debt and $3B revolver availability. Power and Electrification segments fueled gains, but Wind lagged on tariff hits. Supply chain disruptions pose ongoing risks.
8-K
Annual meeting votes pass decisively
GE Vernova's stockholders overwhelmingly elected Steve Angel, Arnold Donald, and Jesus Malave as Class I directors for three-year terms at the May 14, 2025 annual meeting. They approved executive compensation in an advisory vote and opted for annual say-on-pay frequency, aligning with the board's recommendation. Deloitte & Touche LLP's appointment as auditor for 2025 passed with near-unanimous support. Strong backing signals investor confidence in governance.
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