GEV Q2 earnings call highlights a $176B backlog, higher guidance and a push to expand gas and electrification capacity.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
GE Vernova is taking reservations for 2031 deliveries now, said CEO Scott Strazik. He spoke of an increasingly diverse customer base, including data centers.
The Morning Bull - US Market Morning Update Thursday, Jul, 23 2026 US stock futures are pointing slightly lower this morning, as investors weigh higher bond yields and firm energy prices against softer jobs data. The US 10 year Treasury yield is trading near a two month high around 4.63%, which means borrowing stays relatively expensive for households and companies. Oil related tensions are feeding into that move, with a surprise US crude inventory build of 2.6 million barrels and emergency...
GE Vernova’s total backlog grew to more than $176 billion in the second quarter, a 37% increase year-on-year.
GE Vernova (GEV) raised its 2026 revenue and free-cash-flow forecasts on July 22, but a widening loss in its Wind business sent shares lower. The stock fell about 6.3% to $1,011 in midday trading July 22 after dropping as low as $964.16 earlier in the session. Its second-quarter revenue rose ...
GE Vernova's $24 Billion Order Boom Isn't Enough to Stop the Selloff
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...
Energy stocks advanced late Wednesday afternoon with the NYSE Energy Sector Index rising 1.5% and th
Shares of energy transition company GE Vernova (NYSE: GEV) fell 7.1% in the pre-market session after the company reported second-quarter earnings results that missed Wall Street's profit expectations. The company posted GAAP earnings per share of $2.47, falling short of the $3.18 consensus estimate. Adjusted EBITDA of $1.25 billion also missed analysts' expectations of $1.28 billion. Because the stock trades at a high valuation—with a forward P/E ratio of 51.5x—a lot of good news was already pri
GE Vernova Inc (GEV) reports a surge in equipment orders and cash flow, raising its 2026 revenue and cash flow guidance despite challenges in the wind segment.
Orders rose 88% and guidance moved higher, though EPS fell short of estimates
GE Vernova (GEV) completed a sizeable buyback tranche alongside its mixed second quarter update, retiring 12,445,000 shares for US$6,962.92 million under the repurchase program announced in December 2024. See our latest analysis for GE Vernova. Recent trading reflects that tension. GE Vernova’s share price is down over the past month and quarter but still shows strong year to date share price momentum and a very strong 1 year total shareholder return of 96.95%, suggesting investors are...
China Pharma (CPHI) priced its registered direct offering of 2.5 million common shares at $2 each, t
Energy stocks advanced Wednesday afternoon with the NYSE Energy Sector Index rising 1.4% and the Sta
Find insight on GE Vernova, Iberdrola, Equinor and more in the latest Market Talks covering energy and utilities.
GE Vernova had a great quarter. Investors didn't care.
GE Vernova (NYSE:GEV) shares dropped about 6.4% on Wednesday morning after the power equipment maker's wind segment losses widened even as the company posted stronger-than-expected quarterly revenue and record orders. The company's wind business, its long-standing trouble spot, reported...
Demand for GE Vernova's equipment rose again in the second quarter of the year, but shares slid about 6% Wednesday morning. The company’s earnings per share missed analyst expectations, though its $11.1 billion in revenue for the quarter was higher than expected. It raised revenue and free cash flow guidance for the year.
FTAI Aviation stock jumped 5.5% when its unit that turns unused jet engines into gas-powered turbines signed a deal with an unnamed "international cloud service provider."

GE Vernova stock dropped on Wednesday despite a beat on earnings as the company's wind segment continued to face challenges.
Stock Market Today: The Dow Jones index dropped Wednesday as oil prices jumped. SMCI stock surged, with Alphabet and Tesla earnings due.
GE Vernova (NYSE:GEV) raised its 2026 revenue and free cash flow outlook after reporting sharply higher second-quarter orders, expanded backlog and stronger margins, as management said demand for power generation and grid equipment continues to accelerate globally. Chief Executive Officer Scott Str