GE Vernova Trading Volume Plummets 44.26% to 24th Position Despite Strong Q2 Financials

On July 24, 2025, GE Vernova (GEV) experienced a significant decline in trading volume, with a 44.26% decrease from the previous day, totaling $24.50 billion. This placed GE Vernova at the 24th position in terms of trading volume for the day. GE Vernova's stock price also decreased by 0.80%.

GE Vernova reported strong financial results for the second quarter of 2025, with revenue increasing by 11% year-over-year to $9.1 billion. The company also raised its full-year revenue guidance to the high end of $36-$37 billion. This positive performance was driven by robust demand in the electrification segment, which saw a 20% revenue increase, and the power segment, which delivered a 44% increase in orders, primarily from gas power equipment.

GE Vernova's adjusted EBITDA margin is expected to be between 8% and 9% for the year. The company's equipment backlog grew significantly, from $45 billion to $50 billion, reflecting strong order growth. Additionally, GE Vernova maintained a healthy cash balance of nearly $8 billion and returned approximately $450 million to shareholders through share repurchases and dividends.

Despite these positive developments, GE Vernova faced challenges in the wind segment, with EBITDA losses increasing by approximately $50 million year-over-year. The company also incurred additional costs in the wind segment due to tariffs, impacting profitability. Furthermore, European HVDC orders were weaker in 2025 due to affordability challenges, and the nuclear segment experienced revenue declines attributed to the timing of fuel servicing.

Looking ahead, GE Vernova is focused on addressing capacity constraints in the electrification and gas segments. The company plans to reach a 20-gigawatt run rate by the second half of 2026 in the gas segment and is expanding within existing factories and adding shifts in the electrification segment. Additionally, GE Vernova is exploring the potential for robotics and automation across its business lines, with lighthouse projects in gas power and grid solutions.