GE Vernova
ConvictionStrong
Capital-equipment OEM plus high-margin long-tail services: sells gas/steam/wind turbines and grid hardware (HVDC, transformers, switchgear, software) against multi-year reservation-and-order backlog, then earns recurring revenue on a large installed-base service fleet (parts, upgrades, long-term service agreements).
Revenuefact
$9.3B Q1 FY26+16% YoY); $38.1B FY25Rev growth
+16% YoY reported / +7% organicQ1 FY26, factGross margin
~18-19%TTM est. from $7.3B GAAP gross profit on ~$39B revenue, MacroTrends/SEC — approximate; GEV manages to EBITDA not gross marginOp margin
Adj EBITDA margin 9.6% Q1 FY26+390bps YoY); 8.4% FY25 — fact (GAAP operating margin distorted by Prolec M&A gainCapex intensity
~4% Q1 FY26$0.4B capex / $9.3B rev); ~$6B capex committed 2025-2028 (~3-4% of rev) — factMarket cap
~$284-298Blate June 2026, fact; ~$1,087-1,127/share, P/E ~32.5xPrice · 1-year trend
real · weekly$1085+109% 1yUSD
52-week range
$517 – $1149
52w lowas of 2026-06-25 · Yahoo Finance52w high
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The read
Where our coverage leans
Coverage leans bullish
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Full financial intelligence for GE Vernova
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage Jun 2026· sign in (free) for the analyst summary; Pro unlocks full intelligence