GE Vernova Inc.(GEV)Earnings, Financials & Key RatiosGE Vernova Inc. (GEV) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company shows strong revenue growth of 16.1%, the high valuation reflected in a 59.08 P/E ratio and the volatility in operating margins warrant caution regarding the sustainability of current earnings.
GE Vernova Inc. (GEV) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
GE Vernova Inc. (GEV) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 22, 2026 | $1.98vs $1.95+1.5% | $9.3Bvs $9.3B+0.9% |
| Q1 2026 | Jan 28, 2026 | $13.39vs $2.93+357.0% | $11.0Bvs $10.2B+7.4% |
| Q4 2025 | Oct 22, 2025 | $1.64vs $1.72-4.7% | $10.0Bvs $9.1B+9.0% |
| Q3 2025 | Jul 23, 2025 | $1.86vs $1.48+25.7% | $9.1Bvs $8.8B+3.4% |
Recent stock market news and headlines for GE Vernova Inc. (GEV)
The U.S. nuclear sector advanced on two fronts in recent days. Advanced microreactors completed a key federal target while the existing commercial fleet signed a landmark agreement with a major retailer.
GE Vernova (GEV) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
AI infrastructure spending is driving demand for GE Vernova's gas power turbines and electrification equipment. Improving momentum in AI-related spending is improving the outlook
America 250 is a reminder of U.S. economic strength - and why AI infrastructure stocks may lead the next growth wave.
GE Vernova Inc. is positioned at the tightest bottleneck in the AI-driven power infrastructure cycle, with unmatched exposure to gas turbines and transformers. GEV's Q1 2026 results highlight surging demand: 71% YoY order growth, a record $163 billion backlog, and strong pricing power with hardware capacity reserved through 2030. Recent Prolec GE acquisition and electrification orders ($7.1B in Q1 2026) reinforce GEV's strategic grid position and long-term growth visibility.
Key metrics vs top competitors for GE Vernova Inc. (GEV)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $1077.08 | $289.43B | 60.89 | 8.94% | 12.83% | 42.68% | 0.09% | |
| $112.88 | $6.91B | 19.04 | -0.48% | 3.77% | 4.96% | — | |
| $656.79 | $98.56B | 96.59 | 19.76% | 3.72% | 12.96% | — | |
| $395.68 | $153.64B | 37.83 | 10.33% | 13.99% | 20.76% | — | |
| $137.91 | $77.24B | 34.14 | 3% | 13.35% | 12.1% | — | |
| $478.89 | $25.46B | 28.95 | 3.84% | 15.1% | 24.38% | — |
GE Vernova Inc. (GEV) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
GE Vernova Inc. (GEV) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 22, 2026·SEC
Feb 4, 2026·SEC
Jan 28, 2026·SEC
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GE Vernova Inc. (GEV) stock FAQ — growth, dividends, profitability & financials explained
GE Vernova Inc. (GEV) reported $39.38B in revenue for fiscal year 2025. This represents a 33% increase from $29.65B in 2022.
GE Vernova Inc. (GEV) grew revenue by 8.9% over the past year. This is steady growth.
Yes, GE Vernova Inc. (GEV) is profitable, generating $9.38B in net income for fiscal year 2025 (12.8% net margin).
GE Vernova Inc. (GEV) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.
GE Vernova Inc. (GEV) has a return on equity (ROE) of 42.7%. This is excellent, indicating efficient use of shareholder capital.
GE Vernova Inc. (GEV) generated $3.63B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
GE Vernova Inc. (GEV) has a dividend payout ratio of 6%. This suggests the dividend is well-covered and sustainable.
