GE Vernova reported revenue of $11.10 billion, beating estimates, with equipment orders surging 88% and services up 15%, driving margins to 10.5% amid over 20% pricing gains. Orders more than doubled, building a $176 billion backlog and 116 GW under contract, supporting raised revenue and free cash flow guidance for a potential multi-decade power demand cycle tied to data centers. However, a 19% EPS miss highlighted cost pressures, while wind weakness and supply chain risks cloud the path to 30 GW capacity by 2030 despite mostly sold-out status through the decade.

Company: GE Vernova Inc. (GEV) — Q2 FY2026

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