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07:30
Jul 22 ◎

GEV FY2026 Q2 Watch

GE Vernova Inc. (GEV) FY2026 Q2 Earnings Call

GEV ▾

Scott Strazik

Management raised full-year revenue and FCF guidance significantly, citing accelerating demand, strong pricing, and capacity expansion. The tone is clearly bullish on the multi-decade growth opportunity.

"Our team is executing well as the demand for our solutions in power and electrification accelerates. In 2Q, our equipment orders more than doubled and service orders grew 15%."

GEV WATCH

HIGH

07:30
Apr 22 ◎

GEV FY2026 Q1 Watch

GE Vernova Inc. (GEV) FY2026 Q1 Earnings Call

GEV HTHIY ▾

Ken Parks

Management raised all key guidance metrics, signaling robust demand and execution across power and electrification.

"We are raising our revenue, adjusted EBITDA, and free cash flow guidance for the full year of 26, reflecting higher revenue growth and electrification, as well as further margin expansion at power and electrification."

GEV WATCH

Scott Strasik

GE Vernova and Hitachi are partnering with government support to build SMRs, indicating a strong collaboration and potential revenue for Hitachi.

"We are inspired and appreciative of the U.S. and Japanese governments' announcement of up to $40 billion for GE Vernova Hitachi to build SMRs in the U.S."

HTHIY WATCH

HIGH

07:30
Jan 28 ◎

GEV FY2025 Q4 Watch

GE Vernova Inc. (GEV) FY2025 Q4 Earnings Call

GEV ▾

Scott Strasik

Management raised both 2026 revenue/FCF guidance and the 2028 outlook, citing strong gas/grid demand, favorable pricing, and expanding equipment backlog margins, signaling an optimistic multi-year growth trajectory.

"We are increasing our full year 26 financial guidance, which now includes GE Vernova's full ownership and operation of Prolac for 11 months in 26."

GEV WATCH

HIGH

07:30
Oct 22 ◎

GEV FY2025 Q3 Watch

GE Vernova Inc. (GEV) FY2025 Q3 Earnings Call

GEV 005930.KS ▾

Scott Strasik

Management expressed strong confidence in the company's trajectory, underscored by record backlog, rising pricing, capacity expansions, and a major acquisition. Guidance was reaffirmed or raised for key segments, reinforcing a bullish forward view.

"We are still early in the journey to reach this potential, but with the right combination of humility and ambition, I like our chances."

GEV WATCH

Scott Strasik

GE Vernova partners with Samsung to co-develop and market small modular nuclear reactors outside North America, potentially expanding Samsung's nuclear footprint.

"We also announced our strategic alliance with Samsung this month to advance our BWRX300 nuclear SMR outside North America."

005930.KS WATCH

HIGH

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