GE Vernova sees FY25 revenue trending towards ‘higher end’ of $36B-$37B

Consensus $36.97B. The company said, “GE Vernova (GEV) is raising its 2025 financial guidance and now expects revenue to trend towards the higher end of $36B-$37B; adjusted EBITDA margin of 8%-9%, raising the low end of the previous guidance of high-single digits; and free cash flow of $3B-$3.5B, up from $2B-$2.5B. Segment guidance is: Power: 6%-7% organic revenue growth, up from mid-single digits and 14%-15% segment EBITDA margin, up from 13-14%. Wind: Organic revenue down mid-single digits and $200M-$400M of segment EBITDA losses, trending toward the bottom of the range. Electrification: Approximately 20% organic revenue growth, up from mid-to-high teens and 13%-15% segment EBITDA margin, up from 11%-13%. The guidance includes the impact of tariffs as currently outlined and resulting inflation, which is now estimated to be trending toward the lower end of approximately $300M-$400M, net of mitigating actions.”