GE Vernova Inc. delivered a strong Q2 '25, raising guidance and accelerating $600M in annual G&A cost reductions, supporting robust margin expansion. Policy changes like the OBBBA and expiring renewable tax credits are set to drive near-term growth in wind and electrification and long-term growth in power, potentially boosting backlog. Services is a major value driver for long-term, recurring revenue for GE Vernova. As the installed base grows through equipment sales, services sales should reflect a larger customer base.
GEV's Q2 cemented its standing as one of the biggest long-term winners in the AI-boosted energy boom across nuclear and beyond. Talen, Rolls-Royce, and other nuclear energy stocks are worth buying as well.
GE Vernova Inc. (NYSE:GEV ) Q2 2025 Earnings Conference Call July 23, 2025 7:30 AM ET Company Participants Kenneth S. Parks - Chief Financial Officer Michael Jay Lapides - Vice President of Investor Relations Scott L.
![]() GEV 5 days ago Announced | Quarterly | $0.25 Per Share |
22 Oct 2025 (In 2 months) Date | | 1.65 Cons. EPS | - EPS |
23 Jul 2025 Date | | 1.5 Cons. EPS | 1.77 EPS |
23 Oct 2024 Date | | - Cons. EPS | - EPS |
24 Jul 2024 Date | | - Cons. EPS | 4.65 EPS |
25 Apr 2024 Date | | - Cons. EPS | - EPS |
![]() GEV 5 days ago Announced | Quarterly | $0.25 Per Share |
22 Oct 2025 (In 2 months) Date | | 1.65 Cons. EPS | - EPS |
23 Jul 2025 Date | | 1.5 Cons. EPS | 1.77 EPS |
23 Oct 2024 Date | | - Cons. EPS | - EPS |
24 Jul 2024 Date | | - Cons. EPS | 4.65 EPS |
25 Apr 2024 Date | | - Cons. EPS | - EPS |
Renewable Utilities Industry | Utilities Sector | Scott L. Strazik CEO | XHAN Exchange | US36828A1016 ISIN |
US Country | 76,800 Employees | 21 Jul 2025 Last Dividend | - Last Split | - IPO Date |