US · Industrials · Specialty Industrial Machinery
EPS came in at 4.81 against a street estimate of 4.03 — a beat of 19.4%.
Analysts rate GE Vernova LLC a buy (31 buy, 7 hold, 0 sell out of 38) with an average price target of $1,187.07.
CONFIDENT GE Vernova reported strong third-quarter growth, margin expansion and cash generation, raised 2026 guidance, announced the $9 billion Trench acquisition and doubled its buyback authorization. Q3 FY26 Management cited demand from approximately 100 customers across 25 countries, with commercial opportunities in India, Southeast Asia, the Middle East and North America. Analysts pressed management on Power margin durability, gas turbine pricing and backlog conversion, Trench synergies, wind strategy and services growth. Management emphasized pricing, disciplined underwriting, strong demand, installed-base expansion and cross-selling opportunities. 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.22% |
| Vanguard Capital Management, LLC | 6.63% |
| FMR Inc | 6.10% |
| State Street Corp | 4.45% |
| Geode Capital Management, LLC | 2.40% |
| JPMorgan Chase & Co | 2.36% |
| Morgan Stanley - Brokerage Accounts | 2.16% |
| Capital World Investors | 1.89% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $12,642 million, up from $9,969 million in third-quarter 2025. • Nine-month 2026 revenue was $33, | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 orders were $29.3 B, up 96% organically, led by Power equipment and services. • Backlog increased $20 B sequentially to $ | 2026-10-28 |
| Q4 2026 results deck | 2026-10-28 |
| Board / officer change · Q3 2026 GE VERNOVA INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Kenneth Parks (CFO) retiring April 2, 2027 • Claire McDonough appointed new CFO effective Janu | 2026-08-27 |
| Quarterly report · Q2 2026 GE VERNOVA INC. — Q2 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Total revenues (six months 2026): $20,442 million vs. $17,143 million (2025) — +19.2% | 2026-07-22 |
| Results announced · Q3 2026 GE VERNOVA Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Orders: $24.2 billion, up 88% organically • Revenue: $11.1 billion, up 22% (12% orga | 2026-07-22 |
| Q3 2026 results deck GE VERNOVA INC. – Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Orders: $24.2B (+88% organically); backlog grew $13.0B sequentially t | 2026-07-22 |
| Shareholder vote results · Q2 2026 GE VERNOVA INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held May 20, 2026 • Total votes cast across all proposals: approxim | 2026-05-22 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.50 / share ex-date Oct 27, 2026 · pay Nov 24, 2026 | 2026-10-27 |
| Dividend | $0.50 / share ex-date Jun 16, 2026 · pay Jul 14, 2026 | 2026-06-16 |
| Dividend | $0.50 / share ex-date Mar 17, 2026 · pay Apr 14, 2026 | 2026-03-17 |
| Dividend | $0.50 / share ex-date Jan 5, 2026 · pay Feb 2, 2026 | 2026-01-05 |
| Dividend | $0.25 / share ex-date Oct 20, 2025 · pay Nov 17, 2025 | 2025-10-20 |
| Announcement | Date |
|---|---|
| Completed acquisition of remaining 50% stake in Prolec GE GE Vernova Inc. successfully completed a $2.6 billion bond offering on February 4, 2026, issuing three series of senior notes: $600 million due 2031 at 4.250% interest, $1 billion due 2036 a | 2026-02-04 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for GE Vernova LLC — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.