Added to YB: 2025-07-30
Pitch date: 2025-07-28
GEV [neutral]
GE Vernova Inc.
+3.86%
current return
Author Info
No bio for this author
Company Info
GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Americas, the Middle East, and Africa.
Market Cap
$169.7B
Pitch Price
$646.72
Price Target
N/A
Dividend
0.16%
EV/EBITDA
48.37
P/E
101.87
EV/Sales
4.36
Sector
Electrical Equipment
Category
growth
JRo's Notes: GE Vernova Q2:2025 Earnings
GEV (earnings update): Q2 revenue +11% YoY, backlog $129B with 55GW gas turbine orders+SRAs. Raising 2025 guidance: revenue $36-37B, EBITDA margins 8-9%, FCF $3-3.5B (+$1B). 2028 targets: high-single digit growth, 14% margins, $14B cumulative FCF. Demand driven by data centers, grid upgrades, electrification. $7.9B cash, bought back $1.6B shares.