NYSE$GEV
GE Vernova LLC · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
GE Vernova reported Q4 2025 revenue of $11.0B with net income of $3.7B and diluted EPS of $13.39.
Fourth-quarter revenue grew 4% to $11.0 billion as Power and Electrification orders remained strong. Net income was $3.7 billion, reflecting a $2.9 billion U.S. tax valuation allowance release. Management raised 2026 revenue guidance to $44–45 billion with adjusted EBITDA margin of 11–13%.
- Q4 revenue $11.0B (+4% YoY).
- Net income $3.7B includes major tax valuation allowance benefit.
- Electrification orders +21% organically in the quarter.
- 2026 revenue guide $44B–$45B; adjusted EBITDA margin 11–13%.
Headline financials
Revenue & EPS history
GE Vernova · Revenue · Quarterly
$11B
Forward guidance
The release discusses GE Vernova's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.
Tailwinds
- GE Vernova cites operational execution and demand trends supporting the outlook.
- Balance sheet and liquidity actions aim to fund growth and returns.
- Management issued or reiterated forward revenue and margin targets.
Headwinds
- Macro, pricing, and input-cost volatility could pressure margins.
- Segment mix and one-time items may affect quarter-to-quarter comparability.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 10 quarterly earnings reports · overlaid with Q4 2025
+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
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| 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 | — | — | — |
Discussion
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