GE Vernova GAAP EPS of $2.47 misses by $0.71, revenue of $11.1B beats by $330M
Seeking Alpha ·
GE Vernova press release ( GEV ): Q2 GAAP EPS of $2.47 misses by $0.71 . Revenue of $11.1B (+22.0% Y/Y) beats by $330M . Orders of $24.2B, +88% organically led by robust growth in Power and Electrification• Backlog growth of $13.0B sequentially from equipment and services
AI 시장 분석
GE Vernova's Q2 revenue rose 22.0% year-over-year to $11.1 billion, beating expectations by $330 million. Conversely, GAAP EPS came in at $2.47, missing the market consensus by $0.71. Driven by strong growth in power and electrification, orders surged 88% to $24.2 billion, enhancing future earnings visibility. Investors should focus on margin trends and robust order backlog growth.
상승 영향
- Utilities — Revenue increased 22.0% to $11.1 billion and orders surged 88%, demonstrating extremely robust demand in the power sector.
하락 영향
- Industrials — GAAP EPS of $2.47 missed market expectations by $0.71, raising concerns over profitability.
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