Ge Vernova Q2 2025 Earnings: $9.11B rev, $1.86 EPS, $770M adj. EBITDA.

Ge Vernova Q2 2025 Earnings: $9.11B rev, $1.86 EPS, $770M adj. EBITDA.

GE Vernova (GEV) has released its second-quarter 2025 earnings report, showcasing robust performance across key segments. The company reported revenue of $9.11 billion, a 11.0% year-over-year increase, and adjusted EBITDA of $770 million. The GAAP EPS came in at $1.86, beating expectations by $0.20 per share [4].

The strong financial performance is driven by surging demand for GE Vernova's products and services, particularly in the power and electrification segments. Revenue from the Power segment grew by 6.0% to $4.65 billion, while the Electrification segment saw a significant 18.1% increase to $2.11 billion. Sales of equipment and services also contributed to the overall revenue growth, with equipment sales up by 9.5% to $4.59 billion and services up by 6.4% to $4.27 billion [3].

Analysts had forecasted earnings at $1.60 per share, but GE Vernova exceeded these expectations, reflecting the company's strong position in the global energy landscape. The company's focus on decarbonization, electrification, and grid modernization has positioned it well to benefit from long-term trends in manufacturing expansion, industrial electrification, and electric vehicle adoption.

GE Vernova's expanding backlog and high-margin service revenue are key drivers of its financial performance. The company's installed base is proving to be a strategic asset, with increasing usage of its equipment opening up lucrative opportunities in aftermarket services. The company's strong Q2 performance and upbeat guidance for the remainder of the year are likely to further energize the stock.

Wall Street analysts remain bullish on GE Vernova's growth prospects, with a "Strong Buy" consensus rating. The highest price target of $702 implies a 28.7% upside potential in GEV stock from current levels [2].

References:
[1] https://finance.yahoo.com/news/ge-vernova-q2-earnings-preview-180443456.html
[2] https://www.benzinga.com/analyst-stock-ratings/price-target/25/07/46563985/ge-vernova-gears-up-for-q2-print-here-are-the-recent-forecast-changes-from-wall-streets-most-accurate-analysts
[3] https://finance.yahoo.com/news/curious-ge-vernova-gev-q2-131504949.html
[4] https://seekingalpha.com/news/4470423-ge-vernova-gaap-eps-of-1_86-beats-by-0_20-revenue-of-9_1b-beats-by-300m