기업 정보 불러오는 중
Just reported
Q3 2026 results
From GE Vernova's results release of 2026년 10월 28일; its quarterly report has since been filed.
Revenue
Actual
US$12.64B
+27% y/y
+14% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$4.81
+193% y/y
+95% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$1.39B
+281% y/y
+113% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes GE Vernova is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Specialty Industrial Machinery
Graded A or B and worth $2B or more: A first, then the largest.
ETNEaton Corporation PlcUS$139.5BA+
EMREmerson Electric Co.US$91.6BA+
ITWIllinois Tool Works Inc.US$81.5BA+
CMICummins Inc.US$62.4BA
AMEAmetek, Inc.US$55.3BA+
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
CSXCSX Corporation2026년 10월 21일CAGraded C, now A
UPSUnited Parcel Service, Inc.2026년 10월 27일CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.2026년 10월 29일BAGraded B, now A
URIUnited Rentals, Inc.2026년 10월 21일CAGraded C, now A
WCNWaste Connections, Inc.2026년 10월 22일BAGraded B, now A
어떻게 돈을 버는가
- Power51%
- Electrification32%
- Wind17%
매출 비중은 six months ended June 30, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
- SMNEYSiemens Energy
- MHVYFMitsubishi Power (Mitsubishi Heavy Industries division)
- VWDRYVestas Wind Systems
- NDX1Nordex SE
- HTHIYHitachi Energy (Hitachi, Ltd. division)B
- 이익률
- 2.6%
- ABBABB Ltd.
무엇을 파는가6
Gas turbines and gas power services
Turbines that generate electricity from natural gas and other fuels, along with maintenance, repairs, upgrades, and service for power plants.
Nuclear power technology
Reactor designs, fuel, and support services for boiling water reactors, as well as small modular reactor technology developed with partners.
Hydro and steam power equipment
Equipment and services for generating electricity from water and for steam power plants, including plants serving nuclear and coal-fired power generation.
3개 더 보기
Wind turbines and blades
Turbines for onshore and offshore wind farms, wind turbine blades, and services to maintain and improve wind farm equipment.
Electricity grid equipment
Transformers, switchgear, substation equipment, and high-voltage direct-current systems that move electricity across transmission and distribution networks.
Power conversion, storage, and grid software
Equipment that converts or stores electricity, and software that helps customers monitor and manage electricity transmission and delivery.
누가 사는가5
- Electric utilities and public power companies buy generation equipment and grid systems, often through project contracts, and may also purchase long-term maintenance and repair services.
- Independent power producers and project developers buy turbines and other equipment to build or expand power plants and wind farms.
- Industrial companies buy power generation, conversion, storage, and grid equipment for their facilities, along with related service work.
2개 더 보기
- Government agencies and state-owned power companies buy equipment and services through public-sector contracts and procurement processes.
- Data center operators buy power generation and grid equipment to connect, supply, and manage electricity for their facilities.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1Manufacturing depends on a worldwide supplier network for materials and components; trade restrictions, shipping disruptions, or shortages can affect costs and delivery schedules.
- 2Many customer projects depend on permits, grid connections, project financing, and government energy policies, which can affect whether and when equipment is ordered or installed.
- 3The company uses certain GE intellectual property and the GE name under license; the annual report says termination of the trademark license could require rebranding.
잘못될 수 있는 일
- 1Fixed-price, long-term contracts can become less profitable or result in losses if material, labor, or project costs exceed the amounts assumed when the contract was signed.
- 2Supplier, logistics, and manufacturing disruptions, including tariffs and changes in the cost or availability of critical materials, can raise costs or delay customer deliveries.
- 3Wind projects can face cost overruns, installation delays, permitting or policy changes, and disputes with customers; the latest quarterly report describes outstanding claims and counterclaims tied to the Vineyard Wind project.
GE Vernova Inc. 소개
GE Vernova makes equipment for power generation, including gas, nuclear, hydroelectric, and wind power, and earns additional revenue by servicing equipment after it is installed. It also sells equipment and software that help utilities and industrial customers transmit, distribute, control, convert, and store electricity. Its customers include utilities, power producers, governments, industrial companies, and data center operators.
- 본사
- Cambridge, Massachusetts
- 설립
- 2024 (became independent on April 2, 2024)
- 임직원 수
- 85,000 (Q2 2026 earnings call, medium)
- 상장 시장
- New York Stock Exchange
- 회계연도 종료
- December 31
GE Vernova Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.