NYSE$GEV

GE Vernova LLC · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

GE Vernova LLC reported Q2 2026 results with total revenues of $11.1 billion and net income of $668 million.

GE Vernova achieved revenue of $11.1 billion in the second quarter of 2026, driven by growth in the Power and Electrification segments. Operating income reached $653 million with net income attributable to the company at $668 million. The company completed the acquisition of the remaining stake in Prolec GE during the period.

  • Total revenues increased 22% year-over-year to $11.1 billion, led by Electrification and Power segments.
  • Operating income rose to $653 million from $378 million in the prior year quarter.
  • Net income attributable to GE Vernova was $668 million, resulting in diluted EPS of $2.47.
  • Cash, cash equivalents, and restricted cash stood at $13.1 billion at quarter end with total assets of $80.8 billion.

Headline financials

Total Revenue

$11.1B

Previous: $9.11B+21.9%
EPS (adj)

$2.47

Previous: $1.86+32.8%
Net Income

$668M

Previous: $514M+30.0%
Operating Income

$653M

Previous: $378M+72.8%
Gross Profit

$2.36B

Previous: $1.85B+27.8%
Cash & Equivalents

$13.1B

No prior period
Total Assets

$80.8B

No prior period

Revenue & EPS history

GE Vernova · Revenue · Quarterly

$11.1B

Q2 2026+21.9%vs Q2 2025
Beat estimate in 7 of 10 quarters(70%)
ActualEstimate

Revenue by segment

GE Vernova · $11.1B total across 3 segments · Q2 2026

  • Power
    $5.48B
  • Electrification
    $3.64B
  • Wind
    $2.03B

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 10 quarterly earnings reports

Historical avg

+2.7%

Avg return

Earnings day

+4.4%

Avg return

5 days after

+13.3%

Avg return

30 days after

73%

8 / 11 earnings

Positive

+14.6%

Q2 2025

Best reaction

-6.2%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+0.8%+13.0%+4.9%
Q4 2025+2.9%+9.0%+26.1%
Q3 2025-2.1%-0.2%-5.0%
Q2 2025+14.6%+18.0%+10.6%
Q1 2025+3.1%+13.5%+42.4%
Q4 2024+2.7%-20.7%-21.2%
Q3 2024+7.4%+4.6%+26.3%
Q3 2023+7.4%+4.6%+26.3%
Q2 2024-6.2%+0.9%+7.5%
Q2 2023-6.2%+0.9%+7.5%
Q1 2024+4.7%+5.2%+21.4%
Q4 2023

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