GEV

GE Aerospace GE reported second-quarter 2026 adjusted earnings of $2.02 per share, up 22% year over year. The figure beat the Zacks Consensus Estimate of $1.86 by 8.6%.It is worth noting that in April 2024, GE Aerospace emerged as a separate public company following the spin-off of GE Vernova Inc. GEV from General Electric.Total revenues were $13.35 billion, reflecting a year-over-year increase of 21%. Adjusted revenues came in at $12.63 billion, which rose 24% year over year and surpassed the consensus mark of $11.86 billion by 6.5%. Robust commercial services activity supported the results. Total orders increased 17% year over year to $16.5 billion. The company secured several commercial and defense wins, including an agreement with Copa Airlines for up to 120 LEAP-1B engines.GE also received orders from Turkish Aerospace for F404 engines and Leonardo Helicopters for CT7 engines. The Commercial Engines & Services (CES) segment’s revenues rose 27% year over year to $9.73 billion in the second quarter of 2026. The gain was driven by services growth of 26%, with internal shop visit revenues up 25%. Spare parts revenues increased more than 25%, reflecting robust aftermarket demand.Equipment revenues in CES advanced 30%, supported by unit volume growth of 26%, including a 24% increase in LEAP deliveries. Segment operating profit increased 20% to $2.66 billion, though the operating margin narrowed 160 basis points to 27.3% as installed engine growth, including GE9X, investments and inflation weighed on profitability. Total orders in the segment rose 18% year over year to $12.93 billion. The Defense & Propulsion Technologies segment’s revenues increased 16% year over year to $3.44 billion in the second quarter of 2026. Defense & Systems revenues were up 12%, driven by growth in both services and equipment, including unit deliveries rising 7%.Propulsion & Additive Technologies revenues grew 23%, led by Avio Aero. The segment’s operating profit rose 18% to $475 million. The operating margin expanded 30 basis points to 13.8%, as higher volume and pricing more than offset the effects of mix, investments and inflation. Total orders for the segment advanced 12% year over year to $4.14 billion. GE Aerospace price-consensus-eps-surprise-chart | GE Aerospace Quote GE Aerospace’s cost of sales, comprising costs of equipment and services sold, increased 26.7% year over year...

In recent weeks, GE Vernova has attracted heightened attention as analysts and investors focus on its pending July 22 earnings report, backed by a very large backlog and raised revenue and free cash flow guidance. At the same time, the company is committing US$11.00 billion to capex and R&D through 2028 and highlighting strong AI data center–driven demand, underscoring how power infrastructure and grid reliability are becoming central to its long-term story. Next, we’ll examine how this AI-driven infrastructure demand, combined with GE Vernova’s elevated investment phase, could reshape its investment narrative. AI is about to change healthcare. These 40 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. To own GE Vernova, you have to believe that data center driven power demand and grid modernization can more than offset the drag from loss making wind and lumpy mega projects. The upcoming July 22 earnings report remains the key near term catalyst, while execution risk in offshore wind and large HVDC projects still looks like the biggest swing factor. The recent analyst focus and stock volatility around peers do not materially change that setup. The most relevant recent announcement here is GE Vernova’s plan to invest US$11.00 billion in capex and R&D between 2025 and 2028, including upgrades to its high voltage R&D lab in Italy. That elevated investment phase ties directly into the AI data center and grid reliability theme, potentially reinforcing the backlog driven earnings story but also increasing the stakes if large projects are delayed or canceled. Yet behind the strong AI and backlog story, investors should also be aware of rising project and tariff risks that could... Read the full narrative on GE Vernova (it's free!) GE Vernova's narrative projects $60.9 billion revenue and $9.7 billion earnings by 2029. Uncover how GE Vernova's forecasts yield a $1212 fair value, a 15% upside to its current price. While consensus centers on steady growth and current backlog strength, the most optimistic analysts were already modeling about US$68.0 billion of 2029 revenue and US$12.6 billion of earnings, which is a far more bullish view that could either be supported or challenged as new AI driven orders and execution risks come into sharper focus. Expl...

GE Vernova GEV is slated to release second-quarter 2026 results on July 22, before market open. The Zacks Consensus Estimate for the to-be-reported quarter’s EPS and revenues is pegged at $3.17 and $10.77 billion, respectively. The earnings estimate for the to-be-reported quarter has moved up 7 cents over the past 60 days. In the year-ago period, the company reported EPS of $1.86. The Zacks Consensus Estimate for quarterly revenues indicates an 18.2% increase from the year-ago quarter’s figure. Image Source: Zacks Investment Research For full-year 2026, the Zacks Consensus Estimate for GEV’s revenues is pegged at $45.36 billion, implying an increase of 19.2% year over year. The consensus mark for full-year EPS is pinned at $30.65, calling for a 73.3% year-over-year expansion. Moreover, the consensus mark for 2026 EPS points to a 0.8% upward revision over the past 60 days. GEV’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters (missing the mark once). The average beat is 83.6%. GE Vernova price-eps-surprise | GE Vernova Quote We expect the company’s performance in the to-be-reported quarter to have been aided by the rising power, infrastructure and metal demand for AI data centers. AI-linked power demand and strong project wins should boost results. On the back of tailwinds like significant orders and backlog growth, margin expansion and cash generation, second-quarter performance is likely to have gotten a big lift. The sharp rise in electricity demand owing to the rapid growth of data centers and the accelerating adoption of artificial intelligence is likely to drive results in the June quarter. This trend is creating wider growth opportunities for GE Vernova across its gas turbine business, grid solutions and broader power infrastructure, as governments and companies invest in more resilient and scalable energy systems to support increasing power consumption. Favorable pricing and higher volumes are likely to have boosted EBITDA margins in the second quarter. For the second quarter of 2026, GEV expects continued year-over-year revenue growth and adjusted EBITDA margin expansion. In the Power segment, the company expects continued strong growth in Gas equipment orders. We also anticipate 15% to 17% revenue growth driven by both higher equipment and services and an EBITDA margin of approximately 17% to 18%. The Zacks Consensu...

Wall Street expects a year-over-year increase in earnings on higher revenues when GE Vernova (GEV) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on July 22, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This the energy business spun off from General Electric is expected to post quarterly earnings of $3.17 per share in its upcoming report, which represents a year-over-year change of +70.4%. Revenues are expected to be $10.77 billion, up 18.2% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 1.41% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, th...

GEV heads into July 22 earnings with a $163 billion backlog and 71% organic order growth, with prediction markets pricing 85% odds of another beat. VRT's $15 billion backlog and single data-center focus make it 10 times smaller and narrower than GEV across generation, grid, and nuclear services. Management repurchased $1.3 billion in stock at a $720 average, well below today's $1,081, signaling strong conviction ahead of the July 22 report. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. GE Vernova (NYSE:GEV) heads into its July 22 earnings report as the only U.S.-listed company selling into every layer of the AI power stack at once, and the order book is signaling a beat that Vertiv structurally cannot match. The setup is already visible in the filings: order growth of 71% organic, a raised guide across every line and a backlog so large it now functions as a multi-year revenue annuity. Start with the order book. Q1 2026 orders hit $18.3 billion, and total backlog climbed to $163 billion. Electrification alone booked $2.4 billion in data center equipment orders in a single quarter, more than all of 2025. Polymarket traders currently give 85.5% odds that Q2 orders exceed $18 billion and 65.5% odds they exceed $20 billion. That is a market already pricing in another blockbuster report. Second, management raised 2026 guidance to $44.5 billion to $45.5 billion in revenue and $6.5 billion to $7.5 billion in free cash flow, with a 2028 target of $56 billion in revenue at a 20% EBITDA margin and cumulative free cash flow of at least $24 billion. New gas turbine bids are pricing 10 to 20 points higher than Q4 2025 orders. That is pricing power, backlog visibility, and margin expansion arriving together. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Third, capital return is real. The dividend doubled to 50 cents per share, buyback authorization was raised to $10 billion and Q1 repurchases totaled $1.3 billion at an average price of $720. Shares now trade near $1,055, meaning management bought aggressively below the current tape. Vertiv Holdings (NYSE:VRT) is the obvious comparable, and the head-to-head is not close. Vertiv sits at a $126.5 billion market cap with a $15 billion backlog as of Q4 2025. GE Vernova's backlog is more than te...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering GE Vernova (GEV), which belongs to the Zacks Alternative Energy - Other industry. This the energy business spun off from General Electric has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 163.02%. For the most recent quarter, GE Vernova was expected to post earnings of $1.84 per share, but it reported $1.98 per share instead, representing a surprise of 7.61%. For the previous quarter, the consensus estimate was $3.2 per share, while it actually produced $13.39 per share, a surprise of 318.44%. For GE Vernova, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. GE Vernova has an Earnings ESP of +10.35% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on July 22, 2026. When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss. Many companies end up beating the conse...

Cambridge, Massachusetts-based GE Vernova Inc. (GEV) is a global energy technology company that provides equipment, software, and services across the power generation, electrification, and renewable energy markets. Valued at $315.7 billion by market cap, GE Vernova is focused on helping utilities, governments, and industrial customers modernize power systems and support the global energy transition. The energy equipment manufacturing and services company is expected to announce its fiscal second-quarter earnings for 2026 on Wednesday, July 22, before the market opens. Ahead of the event, analysts expect GEV to report a profit of $3.16 per share on a diluted basis, up 69.9% from $1.86 per share in the year-ago quarter. The company has exceeded consensus estimates in three of the last four quarters, while missing the forecast on one other occasion. Dear Microsoft Stock Fans, Mark Your Calendars for August 1 Heavy Advanced Micro Devices Call Options Volume Today - Is AMD Undervalued? From Zero to $15 Billion, Qualcomm’s AI Roadmap Gets a Boost From Modular Acquisition Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For the current year, analysts expect GEV to report EPS of $14.99, down 15.3% from $17.69 in fiscal 2025. Its EPS is expected to rise 62.6% year over year to $24.38 in fiscal 2027. GEV stock has delivered impressive gains over the past year, climbing 122%, outperforming the S&P 500 Index’s ($SPX) 20.9% gains and State Street Industrial Select Sector SPDR Fund’s (XLI) 25.6% gains over the same time frame. GE Vernova shares surged more than 5% on June 18 after Bernstein initiated coverage with an “Outperform” rating and a $1,206 price target, citing the company's strong position to benefit from growing demand driven by decarbonization, energy security investments, and AI-powered electricity consumption. Analysts’ consensus opinion on GEV stock is highly bullish, with a “Strong Buy” rating overall. Out of 32 analysts covering the stock, 24 advise a “Strong Buy” rating, two suggest a “Moderate Buy,” and six give a “Hold.” GEV’s average analyst price target is $1,220.54, indicating a potential upside of 3.9% from the current levels. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information an...

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the electrical systems industry, including GE Vernova (NYSE:GEV) and its peers. Like many equipment and component manufacturers, electrical systems companies are buoyed by secular trends such as connectivity and industrial automation. More specific pockets of strong demand include Internet of Things (IoT) connectivity and the 5G telecom upgrade cycle, which can benefit companies whose cables and conduits fit those needs. But like the broader industrials sector, these companies are also at the whim of economic cycles. Interest rates, for example, can greatly impact projects that drive demand for these products. The 14 electrical systems stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 3.4% while next quarter’s revenue guidance was 3.3% below. In light of this news, share prices of the companies have held steady as they are up 4.4% on average since the latest earnings results. Born from the energy business of industrial giant General Electric in a 2023 spin-off, GE Vernova (NYSE:GEV) designs, manufactures, and services power generation equipment and grid technologies to help customers build more reliable and sustainable electric systems. GE Vernova reported revenues of $9.34 billion, up 16.3% year on year. This print exceeded analysts’ expectations by 0.8%. Overall, it was an exceptional quarter for the company with an impressive beat of analysts’ adjusted operating income and EPS estimates. Interestingly, the stock is up 12.3% since reporting and currently trades at $1,113. Is now the time to buy GE Vernova? Access our full analysis of the earnings results here, it’s free. A key player in the transition to cleaner vehicles, Garrett Motion (NYSE:GTX) designs and manufactures turbochargers, air compressors, and electric motor technologies for vehicle manufacturers and industrial applications. Garrett Motion reported revenues of $985 million, up 12.2% year on year, outperforming analysts’ expectations by 9.3%. The business had a stunning quarter with a solid beat of analysts’ EBITDA estimates. The market seems happy with the results as the stock is up 65.2% since reporting. It currently trades at $33.84. Is now the time to buy Garrett Motion? Access our full analysis of the earnings results here, it’s free. Credited wi...

GE Vernova (GEV) booked $18.30 billion in Q1 2026 orders, up 71% organically, with record backlog of $150 billion and Electrification segment capturing $2.4 billion in data center equipment orders exceeding all of 2025 combined. Eaton (ETN) posted record $3.51 billion in Electrical Americas revenue in Q4 2025, up 21% YoY, with pending $9.5 billion Boyd Thermal acquisition for liquid cooling. Vertiv (VRT) reported $15 billion backlog, up 109% year-over-year, with Q4 organic orders growing 252% YoY. GE Vernova and equipment manufacturers are displacing narrative-driven power plays like Vistra as the superior industrial AI exposure because they carry signed multi-year order backlogs with hard guidance rather than dependent on unsigned power purchase agreement negotiations. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Eaton wasn't one of them. Get them here FREE. Everyone's talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here's what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on long-dated power purchase agreements with hyperscalers that haven't all been signed yet. You're paying up for a narrative. Meanwhile, the companies actually shipping the turbines, transformers, switchgear, and cooling systems into those data centers have hard order books you can read in their filings. That's the trade a retirement-focused investor should care about. The cleanest redirect is GE Vernova (NYSE:GEV), the electrification and power equipment business spun out of GE last year. Three reasons it deserves the seat VST currently occupies. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Eaton wasn't one of them. Get them here FREE. First, the backlog is enormous and accelerating. Q1 2026 orders hit $18.30 billion, up 71% organically, with backlog expanding by more than $13 billion quarter-over-quarter. The Electrification segment alone booked $2.4 billion in data center equipment orders in Q1, exceeding all of 2025 combined. Total backlog hit a record $150 billion at the end of Q4 2025. These are signed contracts visible in the filings. Second, management is raising guidance. The 2026 outlook now calls fo...

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GE Vernova Inc. (NYSE:GEV) is included among the 10 Energy Stocks that Crushed Earnings Estimates in the First Quarter. GE Vernova Inc. (NYSE:GEV) engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa. GE Vernova Inc. (NYSE:GEV) soared to an all-time high after exceeding forecasts in its Q1 2026 earnings on April 22. The sharp rise in power demand has boosted the orders for gas turbines and grid equipment, strengthening ⁠the company’s core businesses. GEV delivered an adjusted EPS of $2.01 during the quarter against estimates of $1.67, while its revenue also surged by more than 16% YoY to over $9.3 billion and beat forecasts by $90 million. GE Vernova Inc. (NYSE:GEV) grew its adjusted EBITDA by 87% YoY to $896 million, while its net profit also skyrocketed to $4.75 billion, up from $264 million in the same period last year. Notably, the company’s free cash flow of $4.8 billion during the quarter was more than what it generated in the whole of 2025. GE Vernova Inc. (NYSE:GEV) added $13 billion to its backlog in Q1, taking the total to $163 ‌billion. The company now expects to reach its $200 billion backlog goal in 2027, versus its previous forecast of 2028. Given the strong start to the year, GE Vernova Inc. (NYSE:GEV) raised its FY 2026 revenue guidance to $44.5-$45.5 billion, up from $44-$45 billion previously. Moreover, the company boosted its free cash flow target for the year to between $6.5 billion and $7.5 billion, up from its previous forecast of $5 billion to $5.5 billion. Fred Alger Management, an investment management company, stated the following regarding GE Vernova Inc. (NYSE:GEV) in its Q1 2026 investor letter: While we acknowledge the potential of GEV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best US Stocks to Invest in According to Billionaires and 10 Best Clean Energy Stocks to Buy Right Now Disclosure: None. Follow Insider Monkey on Google News.

GE Vernova Inc. (NYSE:GEV) is one of the best uranium stocks to buy according to Wall Street analysts. On April 27, Argus analyst John Eade raised his price target on GE Vernova Inc. (NYSE:GEV) from $800 to $1,300, while maintaining a Buy rating on the stock. The upgrade came just days after GE Vernova reported a blowout performance in its Q1 2026 results on April 22. Quarterly revenue came in at $9.34 billion, up 16% compared to the same quarter last year. Analysts had expected around $9.29-9.30 billion, so this was a narrow 0.47% beat above consensus. The company also reported $17.44 in diluted EPS for the quarter, which management explained includes a $4.5 billion one-time pre-tax gain from the Prolec GE acquisition. Adjusted EPS, which strips out this one-time gain, was $1.98 and outperformed the $1.84-$1.95 consensus estimate. Management also raised its full-year 2026 revenue forecast to $44.5-$45.5 billion, up from earlier guidance of $44-$45 billion, and lifted its adjusted EBITDA margin outlook to 12%-14% from 11%-13%. Argus noted that the robust results came on the back of surging demand for electrification, which is being driven by the rapid growth of AI and data centers. The firm’s analysis shows that GE Vernova is well-positioned to capitalize on this trend because it operates across the full electricity value chain through three business segments. GE Vernova Inc. (NYSE:GEV) is a global energy transition company that, through its subsidiary Global Nuclear Fuel, manufactures and supplies processed uranium fuel bundles and engineers advanced accident-tolerant nuclear fuels with higher Uranium-235 enrichment. Beyond fuel fabrication, it develops and deploys advanced nuclear reactors, including the flagship BWRX-300 Small Modular Reactor (SMR), to generate clean utility-scale electricity worldwide. While we acknowledge the potential of GEV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best AI Stocks to Buy for 2026 According to Billionaire David Tepper and 9 Best Green Energy Penny Stocks to Invest In. Disclosure: None. Follow Insider Monkey on Google News.