GE Vernova: The Impressive Quarter Deserves A Rating Upgrade
GE Vernova and Public Service Enterprise offer contrasting ways to play grid modernization as electrification, renewables and reliability needs reshape global power demand.
GE Vernova has doubled since April, driven by strong orders, backlog, and margin improvements, but the current valuation fully reflects these gains. Power and Electrification segments are delivering profitable growth, while Wind continues to generate significant losses and regulatory risks remain elevated. 2025 results were robust with $38B revenue, $3.2B EBITDA, and $3.7B free cash flow; management raised 2026 guidance and doubled the dividend.
GE Vernova Inc. (GEV) Q4 2025 Earnings Call Transcript
GE Vernova (NYSE:GEV) shares were little changed in early trade on Wednesday as the energy firm's fourth quarter earnings topped Wall Street expectations. Adjusted earnings per share were $13.39, far above the consensus of $3.05 due to a tax benefit.
GE Vernova (GEV) came out with quarterly earnings of $13.39 per share, beating the Zacks Consensus Estimate of $3.05 per share. This compares to earnings of $1.73 per share a year ago.
GE Vernova raised its outlook for the coming year as it posted higher profit and revenue in the fourth quarter, boosted by continued momentum across its power and electrification businesses.
GE Vernova is set to report Q4 2025 numbers with strong EBITDA, margin gains and cash flow, even as revenues dip on gas turbine timing and weak onshore wind.
Besides Wall Street's top-and-bottom-line estimates for GE Vernova (GEV), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
GE Vernova (GEV) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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