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GEV

GE Vernova

Power & CoolingAI exposure: Partial

Gas turbines and grid equipment for new data-center power.

Alerts for GEV

01What does it supply?

Products, customers, and where it sits in the AI stack.

What the company does

Makes gas and wind turbines, grid hardware and electrification equipment.

Its role in AI

Supplies the turbines and transformers needed to add generation and grid capacity for AI loads.

02How much does AI matter to its business?

Partial. One line of business, or an indirect beneficiary.

Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.

Reported by the company

Data center orders exceeded $5 billion year-to-date, more than double the 2025 total; total orders $24.2 billion, up 88% organically; backlog $176 billion.Source · Q2 2026, quarter ended June 30, 2026
Power segment revenue $5.5 billion, up 14%, with orders $16.7 billion, up 134% organically; gas turbine slot reservations/backlog 116 GW (from 100 GW), targeting at least 125 GW by year-end 2026.Source · Q2 2026, quarter ended June 30, 2026
Electrification segment revenue $3.6 billion, up 68% (29% organically), orders $6.3 billion, up 66% organically; total revenue $11.1 billion, up 22%.Source · Q2 2026, quarter ended June 30, 2026
Raised 2026 guidance: revenue $45.5-$46.5 billion, adjusted EBITDA margin 12%-14%, free cash flow $11.5-$12.5 billion.Source · Guidance issued July 22, 2026

Estimates

No third-party or editorial estimates are listed for GEV. Only company-reported figures are shown at present.

Key financial metrics, by reporting period

Company-reported, via TradingView

03What should visitors watch next?

Earnings, product launches, customer spending, and the risks that matter.

Next earnings

2026-10-28

3rd Quarter 2026 Earnings Webcast, 7:30-8:30 a.m. EDT

Source

Last earnings release: 2026-07-22 (8-K)

Watch list

Gas turbine slot reservations/backlog versus the target of at least 125 GW by year-end 2026, from 116 GW at Q2 source
Data center orders after exceeding $5 billion year-to-date through Q2 source
Delivery against raised 2026 guidance of $45.5-$46.5 billion revenue and $11.5-$12.5 billion free cash flow at the October 28 webcast source

Growth drivers

CEO: 'global demand for our products and solutions continues to grow... With a backlog of $176 billion, continued revenue growth and margin expansion... we are raising our 2026 financial guidance' source
Rising electricity demand from hyperscalers and data centers, cited in the 10-K as a Power segment demand driver source
Installed base generating roughly 25% of the world's electricity, with about 7,000 gas turbines installed and 1,800 under long-term service agreements source

Risks

Significant supply chain and logistics disruptions, including volatility in the cost or availability of critical materials and components, could delay or impair delivery on customer obligations source
Disruptions or capacity constraints at manufacturing and operating facilities could delay deliveries, raise costs, damage customer relationships and limit the ability to meet demand source
Changes in countries' international trade and investment policies, including tariffs, have increased costs and could meaningfully reduce demand for GE Vernova's offerings source

The company's own risk factors: 10-K filed 2026-01-29, Item 1A.

Recent developments: SEC filings

Source: SEC EDGAR · refreshed every 15 min

8-KCurrent report · items 5.022026-08-27document folder
10-QQuarterly report2026-07-22document folder
8-KEarnings release · items 2.02,9.012026-07-22document folder
8-KCurrent report · items 5.072026-05-22document folder
10-QQuarterly report2026-04-22document folder
8-KEarnings release · items 2.02,9.012026-04-22document folder
DEF 14AProxy statement2026-04-03document folder
8-KCurrent report · items 8.01,9.012026-02-04document folder
10-KAnnual report2026-01-29document folder
8-KEarnings release · items 2.02,9.012026-01-28document folder
8-KCurrent report · items 5.022026-01-21document folder
10-QQuarterly report2025-10-22document folder

Insider trades

Form 4, last 6 filings

Insider	Transaction	Shares	Avg price	Filed
Abate Victor Chief Executive Officer, Wind	Open-market sale · disposed	4,819	$948.08	2026-06-03

News

Related companies in Power & Cooling

Original sources

Investor relations — earnings dates, releases, presentations
SEC EDGAR company page — every filing (CIK 0001996810)
Latest annual report (10-K) — filed 2026-01-29
TradingView symbol page — full chart and data

Research note — GE Vernova was spun off from GE in April 2024; calendar fiscal year. Data center exposure is reported as orders (not a revenue segment). The 10-K contains no quantified data center or GW slot figure; those come from the Q2 press release.