GE Vernova reported FY2025 revenue of $38.1 billion, FY2025 operating income of $1.4 billion, FY2025 operating cash flow of $5.0 billion and Q1 2026 revenue of $9.3 billion. The setup depends on grid demand, power-equipment execution, contract liabilities, margin progress and cash conversion.
GEV: GE Vernova has the grid tailwind, but orders have to become cash
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Thesis summary
GE Vernova reported FY2025 revenue of $38.1 billion, FY2025 operating income of $1.4 billion, FY2025 operating cash flow of $5.0 billion and Q1 2026 revenue of $9.3 billion. The setup depends on grid demand, power-equipment execution, contract liabilities, margin progress and cash conversion.
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