GE Vernova Inc.: EPS $4.81 vs $4.03 expected; revenue $12.6B vs $12.0B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 4.81 | 4.03 | +19.4% | 1.64 |
| Revenue (USD bn) | 12.64 | 11.99 | +5.4% | 9.97 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 28, 2026 | Q3 FY2026 | 4.81 | 4.0300 | +19.4% | 12.64 | 11.99 | +5.4% |
| Jul 22, 2026 | Q2 FY2026 | 2.47 | 3.1700 | −22.1% | 11.10 | 10.79 | +2.9% |
| Apr 22, 2026 | Q1 FY2026 | 1.98 | 1.9500 | +1.5% | 9.34 | 9.25 | +0.9% |
| Jan 28, 2026 | Q4 FY2025 | 13.39 | 2.9300 | — | 10.96 | 10.21 | +7.4% |
| Oct 22, 2025 | Q3 FY2025 | 1.64 | 1.7200 | −4.7% | 9.97 | 9.14 | +9.0% |
| Jul 23, 2025 | Q2 FY2025 | 1.86 | 1.4800 | +25.7% | 9.11 | 8.81 | +3.4% |
| Apr 23, 2025 | Q1 FY2025 | 0.91 | 0.4686 | +94.2% | 8.04 | 7.55 | +6.5% |
| Jan 22, 2025 | Q4 FY2024 | 1.73 | 2.2800 | −24.1% | 10.56 | 10.70 | −1.3% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
GE Vernova Inc. results: EPS $4.81 vs $4.03 expected; revenue $12.6B vs $12.0B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 19.4%; revenue above the estimate by 5.4%.
Revenue was up 26.8% from $10.0 billion a year earlier (Q3 FY2025). EPS was up 193.3% from $1.64 a year earlier. On its record, EPS topped analysts' estimates in 3 of 6 earlier comparable reports.
What the results mean
GE Vernova Inc. combines electricity generation, wind energy, and grid equipment. This breadth ties its business to spending on energy production and the infrastructure that transmits and manages electricity, with demand drivers differing across these activities.
The Power business is linked to gas, hydroelectric, nuclear, and steam projects, while Wind is linked to manufacturing and selling turbine blades. Electrification adds grid solutions, power conversion, solar, and storage, making each business’s contribution useful for understanding revenue growth and how it translates into profitability.
What to watch on the earnings call: Listen for management’s discussion of demand across Power, Wind, and Electrification, and how the business mix affects margins. Spending on manufacturing and project execution, along with the role of grid and storage solutions in business growth, also merits attention.
For the full analysis of GE Vernova Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.