GE Vernova (GEV) Surges 12% on Strong Earnings, Raised Outlook

by MarketNewsData

GE Vernova (GEV) stock jumped over 12% after reporting better-than-expected Q2 results and raising its full-year guidance. The energy company, spun off from General Electric, posted solid top-line growth and signaled strong momentum in electrification and power segments.

🧾 Q2 2025 Highlights

  • Revenue: $9.11B
    ↳ Beat consensus (~$8.8B)
    ↳ Up 11% YoY
  • Adjusted EPS: $1.86
    ↳ Surpassed estimates (~$1.76)

📦 Orders & Segment Trends

  • Total Orders: $12.4B (▲12% YoY)

By Segment:

  • Power: +44%
    ↳ Strong demand recovery
  • Electrification: +23%
    ↳ Growth from grid modernization
  • Wind: Slight decline
    ↳ Turbine orders remain soft

📅 Full-Year Guidance (Raised)

  • Revenue: $36B–$37B (↑ now guided to high end)
  • Free Cash Flow: $3B–$3.5B (up from $2B–$2.5B)
  • Adj. EBITDA Margin: Guidance raised (no figures disclosed)
  • Tariff/Inflation Impact: Expected at lower end of $300M (prior range: $300M–$400M)

📊 Stock Reaction

  • GEV last price: $617.35
  • Change: +68.07 (+12.39%)
  • YTD gain: ~70% (among top S&P 500 performers)

🔍 Analyst Takeaway

GE Vernova delivered a clean beat and raised guidance, supported by electrification and power segment strength. While wind challenges persist, the company’s cash flow outlook and macro tailwinds in grid and energy transition are fueling investor optimism.

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