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GE Vernova Inc. (GEV)
NYSE:GEV
US Market
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GE Vernova Inc. (GEV) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 28, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
3.04
Last Year’s EPS
0.81
Same Quarter Last Year
Moderate Buy
Based on 19 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 22, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflects a strong positive outlook for GE Vernova, driven by strategic acquisitions and robust financial performance across several segments. However, challenges in the wind segment and tariff uncertainties present some headwinds.
Company Guidance
During the conference call, GE Vernova provided guidance on the acquisition of the remaining 50% of Prolec GE, outlining expectations for revenue growth and synergies. The acquisition, valued at $5.275 billion and planned to be funded equally with cash and debt, is expected to close by mid-2026. Prolec GE's revenue is projected to increase from $3 billion in 2025 to over $4 billion by 2028, with EBITDA margins growing to over $1 billion before synergies. GE Vernova anticipates realizing $60 million to $120 million in annualized cost synergies by 2028, driven by common design practices, sourcing efficiencies, and lean process improvements. The acquisition is set to strengthen GE Vernova's position in the North American transformer market, with Prolec's equipment backlog standing at approximately $4 billion and frame agreements with key customers. The transaction aligns with GE Vernova's disciplined capital allocation strategy, aiming to enhance electrification capabilities and expand product offerings within and beyond North America.
Prolec GE Acquisition
GE Vernova announced the acquisition of the remaining 50% of Prolec GE for $5.275 billion, expected to close by mid-2026. The acquisition is immediately accretive to EBITDA before synergies and aligns with strategic objectives to strengthen capabilities in the grid equipment market.
Strong Financial Performance
In Q3 2025, GE Vernova reported a 10% organic revenue growth, with adjusted EBITDA margins expanding by 600 basis points. The company generated $730 million in free cash flow, contributing to a healthy cash balance of nearly $8 billion.
Electrification Segment Growth
Electrification revenue increased over 30% with margins expanding to over 15%. Equipment orders more than doubled year-over-year, driven by strong demand in North America, the Middle East, and Europe.
Gas Power Segment Success
Gas Power orders grew 50%, led by equipment orders more than doubling year-over-year. The segment saw EBITDA margin expand to 13.3%.
Positive Renewable Energy Developments
Wind services orders increased by 27% year-to-date, and the company achieved higher offshore deliveries and increased onshore services, excluding a prior year offshore settlement.

GE Vernova Inc. (GEV) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

GEV Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 28, 2026
2025 (Q4)
3.04 / -
0.809
Oct 22, 2025
2025 (Q3)
1.72 / 1.68
-0.1591156.60% (+1.84)
Jul 23, 2025
2025 (Q2)
1.48 / 1.73
0.0812034.57% (+1.65)
Apr 23, 2025
2025 (Q1)
0.47 / 1.07
-0.41361.95% (+1.48)
Jan 22, 2025
2024 (Q4)
2.28 / 0.81
1.7-52.41% (-0.89)
Oct 23, 2024
2024 (Q3)
0.19 / -0.16
-0.6274.35% (+0.46)
Jul 24, 2024
2024 (Q2)
0.74 / 0.08
-0.547114.81% (+0.63)
Apr 25, 2024
2024 (Q1)
-0.48 / -0.41
-1.14964.32% (+0.74)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

GEV Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 22, 2025
$585.33$576.00-1.59%
Jul 23, 2025
$548.76$628.77+14.58%
Apr 23, 2025
$325.79$335.80+3.07%
Jan 22, 2025
$415.33$426.41+2.67%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does GE Vernova Inc. (GEV) report earnings?
GE Vernova Inc. (GEV) is schdueled to report earning on Jan 28, 2026, Before Open (Confirmed).
    What is GE Vernova Inc. (GEV) earnings time?
    GE Vernova Inc. (GEV) earnings time is at Jan 28, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is GEV EPS forecast?
          GEV EPS forecast for the fiscal quarter 2025 (Q4) is 3.04.

            GE Vernova Inc. (GEV) Earnings News

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            GEV Earnings: GE Vernova’s Orders Surge in Q4 Despite Earnings Miss
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            GEV Earnings: GE Vernova’s Orders Surge in Q4 Despite Earnings Miss
            9M ago
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