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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mark Strouse | JPMorgan | 6 | 0% |
| Joe Ritchie | Goldman Sachs | 6 | 0% |
| Nicole DeBlase | Deutsche Bank | 6 | 0% |
| Julian Mitchell | Barclays | 6 | 17% |
| Andy Kaplowitz | Citigroup | 5 | 0% |
| Nigel Coe | Wolfe Research | 4 | 0% |
| Andy Obin | Bank of America | 3 | 33% |
| Chris Dendrinos | RBC Capital Markets | 3 | 0% |
| Dave Arcaro | Morgan Stanley | 3 | 0% |
| Amit Mehrotra | UBS | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Goldman Sachs | 1 | 6 | 0% |
| Barclays | 1 | 6 | 17% |
| Deutsche Bank | 1 | 6 | 0% |
| JPMorgan | 1 |
| 6 |
| 0% |
| Morgan Stanley | 2 | 5 | 0% |
| Citigroup | 1 | 5 | 0% |
| Wolfe Research | 1 | 4 | 0% |
| RBC Capital Markets | 1 | 3 | 0% |
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 that earned a +2 guidance adjustment.
Demand | Pricing | Capex Investment | Margin | Revenue Growth | Innovation & R&D | Guidance Reliability | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 3 | 1 | 2 | 1 | 1 | ||
| 2025Q1 | 6 | 1 | 1 | 2 | 2 | 2 | ||
| 2025Q2 | 4 | 2 | 1 | 3 | 3 | 2 | ||
| 2025Q3 | 7 | 4 | 6 | 3 | 1 | 1 | ||
| 2025Q4 | 6 | 3 | 3 | 1 | 1 | |||
| 2026Q1 | 4 | 2 | 2 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 6 | 4 | 7 | 6 | 4 |
| Pricing | 3 | 1 | 2 | 4 | 3 | 2 |
| Capex Investment | 1 | 1 | 1 | 6 | 2 | |
| Margin | 2 | 3 | 3 | 3 | ||
| Revenue Growth | 2 | 3 | 1 | |||
| Innovation & R&D | 1 | 2 | 1 | 1 | ||
| Guidance Reliability | 1 | 2 | 1 | 1 | ||
| Cloud & AI | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GEV GE Vernova | 9 | +16.1% | |
| CEG Constellation Energy | 6 | -10.5% |