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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for GE Vernova (GEV) is 9/10.
Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF. Gas power demand acceleration, electrification segment breakout growth, and the Prolec acquisition drove broad-based strength. Management raised FY2026 EBITDA margin guidance to 12-14% on revenue of $44.5-$45.5 billion, a meaningful uplift.
Scored from GE Vernova’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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On August 25, 2026, GE Vernova CFO Kenneth Parks decided to retire on April 2, 2027. From January 1, 2027 through the retirement date he will serve as strategic advisor to CEO Scott Strazik. Claire McDonough, currently CFO of Rivian Automotive, will become CFO effective January 1, 2027, joining as strategic advisor to Mr. Strazik on November 1, 2026 ahead of the appointment.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $10.56B | +5.1% | $1.73 | +395.7% | 20.1% | 5.6% | 4.6% | $571M |
| FY2025 Q1 | $8.04B | +10.8% | $0.91 | +289.6% | 18.9% | 0.9% | 3.2% | $975M |
| FY2025 Q2 | $9.11B | +11.1% | $1.86 | -60.0% | 20.3% | 4.1% | 5.6% | $194M |
| FY2025 Q3 | $9.97B | +11.8% | $1.64 | +568.6% | 19.0% | 3.7% | 4.5% | $733M |
| FY2025 Q4 | $10.96B | +3.8% | $13.28 | +667.6% | 21.2% | 5.5% | 33.4% | $1.81B |
| FY2026 Q1 | $9.34B | +16.1% | $17.44 | +1816.5% | 19.1% | 1.9% | 50.8% | $4.79B |
| FY2026 Q2 | $11.10B | +21.9% | $2.47 | +32.8% | 21.3% | 5.9% | 6.0% | $5.11B |