GE Vernova Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
25.3%projected annual EPS growth
Analyst Coverage
33analysts covering
FY Revenue (est.)
$46.2Bnext fiscal year
FY EPS (est.)
$30.85next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 28 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Total Backlog Quarterly176BTarget: Exceed year-end 2026 backlog guidance
Gas Power Equipment Backlog and Slot Reservation Agreements Quarterly116.0Target: At least 125 GW by year-end 2026
Annual Gas Turbine Output Capacity Annually20.0Target: 24 GW in 2028, 30 GW in 2030
Electrification Segment Year-to-Date Data Center Orders Quarterly5BTarget: Maintain strong double-digit growth relative to 2025 total
Watch Items
- Wind Segment Profitability and ExecutionTrigger: Full-year 2026 segment losses exceeding $400 millionAction: Accelerate right-sizing of offshore wind operations and complete legacy loss-making projects.
- Global Tariff Headwinds and Supply Chain CostsTrigger: Anticipated cost increases of $100 million to $200 million in 2026Action: Implement strategic pricing adjustments on new orders and optimize global manufacturing footprint.
- Gas Turbine Backlog Conversion and Delivery ScheduleTrigger: Delays in converting the 116 GW contracted capacity into revenue due to grid congestionAction: Coordinate with utility customers on grid connection timelines and expand manufacturing capacity.
Research as of 2 Sep 2026