Bedrijf laden
Just reported
Q3 2026 results
From GE Vernova's results release of 28 oktober 2026; 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.
Highest-graded in Specialty Industrial Machinery
Graded A or B and worth $2B or more: A first, then the largest.
ETNEaton Corporation PlcUS$ 137,1BA+
EMREmerson Electric Co.US$ 91,3BA+
ITWIllinois Tool Works Inc.US$ 81,7BA+
CMICummins Inc.US$ 62BA
AMEAmetek, Inc.US$ 55,5BA+
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 Corporation21 okt 2026CAGraded C, now A
UPSUnited Parcel Service, Inc.27 okt 2026CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.29 okt 2026BAGraded B, now A
URIUnited Rentals, Inc.21 okt 2026CAGraded C, now A
WCNWaste Connections, Inc.22 okt 2026BAGraded B, now A
Hoe het geld verdient
- Power51%
- Electrification32%
- Wind17%
De omzetaandelen zijn schattingen voor six months ended June 30, 2026, geen cijfers uit een ingediend rapport.
Concurreert met
- SMNEYSiemens Energy
- MHVYFMitsubishi Power (Mitsubishi Heavy Industries division)
- VWDRYVestas Wind Systems
- NDX1Nordex SE
- HTHIYHitachi Energy (Hitachi, Ltd. division)B
- Marge
- 2,6%
- ABBABB Ltd.
Wat het verkoopt6
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.
Nog 3 tonen
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.
Wie het koopt5
- 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.
Nog 2 tonen
- 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.
Waar het op steunt, en wat het kan breken
Waar het bedrijf van afhangt
- 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.
Wat er mis kan gaan
- 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.
Over GE Vernova Inc.
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.
- Hoofdkantoor
- Cambridge, Massachusetts
- Opgericht in
- 2024 (became independent on April 2, 2024)
- Medewerkers
- 85,000 (Q2 2026 earnings call, medium)
- Genoteerd aan
- New York Stock Exchange
- Einde boekjaar
- December 31
Gebouwd uit de eigen deponeringen van GE Vernova Inc. bij de Amerikaanse toezichthouder Securities and Exchange Commission (SEC). De cijfers zijn zoals gerapporteerd, met de historie per aandeel herrekend naar de huidige aandelenbasis. Dit beschrijft een bedrijf — het is geen beleggingsadvies en geen aanbeveling om iets te kopen of te verkopen.