GEV
GE VernovaPrevious close
857.87
Change
−29.98 / −3.38%
P/E (TTM) ?
22.8
Market Cap
$227B
1M
−9.74%
S&P 500 −0.91% over same period
Volume / Avg Volume
4.6M / 3.7M
1.24× average
Latest earnings analysisFY2026 Q2Reported 2026-07-22
GE Vernova Q2 2026: revenue up 22.0%, guidance raised, EPS misses
GE Vernova's second quarter of 2026 was a demand story: orders rose 88.0% organically, revenue grew 22.0% to $11.10 billion, and free cash flow of $5.11 billion beat all of 2025 combined. Management raised full-year revenue and cash guidance, which is why this reads <strong>Bullish</strong> on the business. The catch is reported profit: GAAP EPS of $2.47 missed the $3.13 consensus by 21.1%.
Read the full analysis →Revenue$11.10BYoY +21.90%
EPS$2.47Missest. $3.13
Next-quarter revenue guidance$46.00B ±1.1%YoY +314.30%
Next-day move+4.69%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-22 | $11.1B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-22 | $9.3B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-01-28 | $38.1B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-22 | $10.0B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-23 | $9.1B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-23 | $8.0B | Pending |
| FY2024 Q4 Quarter ended 2024-12 | 2025-02-06 | $34.9B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 0 of its 5-year rangeCheap
5-year range 27.0 – 145.4 · Median 71.0
Last 4 quarters: $6.4B in buybacks + $474M in dividends, 3.02% of market cap combined
P/E (TTM)
22.8
P/B
20.8
P/S
5.4
Dividend Yield
0.20%
Earnings Reaction
Over the last 7 reports, the stock moved ±2.8% on average on the first trading day after, rising 6 times
Most recent +4.69%
Volatility & Correlation
1-year beta 2.13 · Correlation with S&P 500 0.49High beta
Annualized volatility 53% vs. 12% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
No open-market buys or sells by officers or directors in the last 90 days.
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q3 | 12.64 | +26.8% | 24.6% | 1.29 | 4.81 |
| FY2026 Q2 | 11.10 | +21.9% | 21.3% | 0.67 | 2.47 |
| FY2026 Q1 | 9.34 | +16.3% | 19.1% | 4.75 | 17.44 |
| FY2025 Q4 | 10.96 | +3.8% | 21.2% | 3.66 | 13.28 |
| FY2025 Q3 | 9.97 | +11.8% | 19.0% | 0.45 | 1.64 |
| FY2025 Q2 | 9.11 | +11.1% | 20.3% | 0.51 | 1.86 |
| FY2025 Q1 | 8.03 | +10.6% | 18.3% | 0.25 | 0.91 |
| FY2024 Q4 | 10.56 | +5.1% | 20.1% | 0.48 | 1.75 |
| FY2024 Q3 | 8.91 | +8.0% | 12.4% | -0.10 | -0.35 |
| FY2024 Q2 | 8.20 | +1.0% | 20.7% | 1.29 | 4.65 |
| FY2024 Q1 | 7.26 | +6.4% | 15.9% | -0.13 | -0.47 |
| FY2023 Q4 | 10.05 | — | 16.9% | 0.20 | — |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| GEV | 22.8 | +26.8% | 24.6% | −9.74% | Bullish |
| SPCX | — | +161.4% | 62.4% | −10.70% | Bullish |
| CAT | 26.8 | +24.0% | 37.8% | −23.19% | Bullish |
| GE | 35.1 | +15.9% | — | −3.36% | Bullish |
| RTX | 32.0 | +11.1% | — | +7.62% | Bullish |
| UNP | 23.6 | +15.3% | — | +11.71% | Bullish |
| DE | 36.7 | +4.9% | — | +0.59% | Bullish |
| ETN | 38.6 | +21.4% | 33.5% | −13.90% | Bullish |
| LMT | 22.7 | +11.3% | 11.8% | +25.08% | Bullish |