| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 23 | 27.4x | 17.8x | Bottom tier | |
Growth | 89 | 9.4% | 7.1% | Top tier | |
Quality | 81 | 27.1% | 4.5% | Top tier | |
Safety | 66 | — | 2.6x | Top tier | |
Capital Return | 26 | 0.18% | 2.12% | Bottom tier | |
Momentum | 67 | 67.1% | 2.9% | Top tier | |
Sentiment | 64 | 23 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
GE Vernova operates through three interconnected segments: Power, Electrification, and Wind. It generates revenue from the sale of power generation, transmission, and storage equipment, as well as maintenance services and support throughout the life cycle of the installed fleet. Its portfolio includes HA-class heavy-duty gas turbines and aeroderivative turbines, plant equipment, transformers, circuit breakers, and HVDC systems, along with wind turbines and battery energy storage solutions. In fiscal Q2 2026, equipment revenue increased 14% and services revenue rose 10% year over year, illustrating the combined contribution of new sales and the service fleet to the revenue model.
In fiscal Q2 2026, GE Vernova reported revenue of $11.1 billion and gross profit of $2.4 billion, equivalent to a gross margin of approximately 21.6%, while net income reached $668 million and earnings per share were $2.47. Adjusted earnings before interest, taxes, depreciation, and amortization were $1.2 billion, up 61% year over year, with the adjusted margin expanding by 340 basis points; the company also generated free cash flow of $5.1 billion during the quarter.
Power and Electrification led the growth mix in fiscal Q2 2026, with Power revenue rising 14% and its adjusted earnings margin reaching 18.8% after improving by 320 basis points. Reported Electrification revenue grew 68%, or 29% organically, and its adjusted earnings more than doubled from the prior-year level, with a margin of 18.4%; by contrast, Wind revenue declined 11%, and the segment recorded an adjusted loss of $275 million. These results reflect the consolidated improvement's reliance on the strength of Power and Electrification to offset weakness in onshore wind equipment and higher costs for offshore wind projects.
The analyst consensus is Buy, with an average price target of $1256.29, compared with a high target of $1450 and a low target of $949; the average is approximately 5% above the top of the 52-week range of $1195.94. However, the $501 spread between targets, together with the wide 52-week range of $530.16–1195.94, reflects meaningful disagreement about how much growth can justify a market capitalization of $239.3 billion amid Wind losses and the execution risks of industrial expansion.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
GE Vernova reported revenue of $11.1 billion, gross profit of $2.4 billion, and net income of $668 million in fiscal Q2 2026. Revenue increased 12%, and adjusted earnings before interest, taxes, depreciation, and amortization grew 61% to $1.2 billion, with the margin expanding by 340 basis points. The improvement was driven primarily by higher volume, pricing, and productivity in Power and Electrification, while Wind remained unprofitable.
Data center orders in Electrification reached approximately $2.7 billion in fiscal Q2 2026 and more than $5 billion in the first half, compared with less than half that amount during fiscal 2025. Data centers also represented 20% of the total 116 gigawatts contracted in Gas Power, while 80% came from traditional customers. The company is working to expand its share of spending per gigawatt through five- and six-megawatt SST, MV-UPS, and energy management solutions, with broader commercial opportunities expected in 2027.
Backlog reached $176 billion in fiscal Q2 2026, up $13 billion from the previous quarter. The backlog consists of $88 billion of equipment and $88 billion of services, with the equipment portion increasing 77% and the services portion increasing 12% year over year. Management is targeting a total of $200 billion in 2027, driven by the conversion of gas turbine slot reservation agreements into orders and growth in grid equipment.
Automated analysis for informational purposes only — not investment advice.
The company expects revenue of between $45.5 billion and $46.5 billion in fiscal 2026, after raising the range by $1 billion. It expects an adjusted earnings before interest, taxes, depreciation, and amortization margin of between 12% and 14% and free cash flow of between $11.5 billion and $12.5 billion. At the segment level, it is targeting organic growth of 18%–20% in Power and revenue of $14.5–15 billion in Electrification, versus a low-teens decline in Wind revenue.
Wind orders declined 40% and revenue fell 11% in fiscal Q2 2026, while its adjusted loss reached $275 million. Management expects the segment to post a loss of approximately $400 million during fiscal 2026 due to weakness in onshore wind equipment, despite improving services and progress on Dogger Bank B. Permitting delays and tariff uncertainty in the United States make it more difficult to determine when orders will recover.
The company raised Gas Power's annual capacity rate to 20 gigawatts in the second half of fiscal 2026 and is targeting 24 gigawatts in 2028 and 30 gigawatts in 2030. It had 325 new machines installed in its gas factories, with a plan to reach approximately 400 machines by the end of 2026, in addition to hiring and training workers in advance. This expansion supports contracted capacity of 116 gigawatts in fiscal Q2 2026, with a target of at least 125 gigawatts by the end of 2026.
