SuperworthGE Vernova GEV
- Market cap
- $217.1B
- PE
- 23.3×
- 1y median 56.3×
- Forward PE
- 39.7×
- 3y median 57.0×
- Price to sales
- 5.2×
- EV/EBIT
- 116×
- Revenue, 12 months
- $41.4B
- +13% on a year ago
- Net margin
- 23.0%
- Free cash flow yield
- 5.7%
GE Vernova trades at 23.3× trailing earnings, cheaper than 100% of the last ten years. Revenue was $41.4B over the last twelve months, up 13% on a year earlier with a 23% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $8.3B | $10B | $7.3B+6% | $8.2B+1% | $8.9B+8% | $10.6B+5% | $8B+11% | $9.1B+11% | $10B+12% | $11B+4% | $9.3B+16% | $11.1B+22% | |
| Cost of revenue | $7.2B | $8.3B | $6.1B+4% | $6.5B−7% | $7.8B+8% | $8.4B+1% | $6.6B+7% | $7.3B+12% | $8.1B+3% | $8.6B+2% | $7.6B+15% | $8.7B+20% |
| Gross profit | $1.1B | $1.7B | $1.1B+25% | $1.7B+48% | $1.1B+6% | $2.1B+25% | $1.5B+28% | $1.8B+9% | $1.9B+71% | $2.3B+9% | $1.8B+21% | $2.4B+28% |
| R&D | $223M | $255M | $237M+17% | $237M+10% | $243M+9% | $265M+4% | $239M+1% | $282M+19% | $310M+28% | $365M+38% | $304M+27% | $334M+18% |
| SG&A | $1.1B | $1.3B | $1.2B+1% | $938M−26% | $1.2B+8% | $1.3B+1% | $1.2B−1% | $1.2B+26% | $1.2B−0% | $1.4B+7% | $1.3B+9% | $1.4B+16% |
| −$307M | $195M | −$289M−38% | $527M | −$359M+17% | $593M+204% | $43M | $378M−28% | $366M | $601M+1% | $179M+316% | $653M+73% | |
| Interest expense | $21M | $35M | $14M−33% | −$60M | −$36M | −$38M | n/a | n/a | n/a | n/a | n/a | n/a |
| Pre-tax income | −$16M | $328M | −$96M−77% | $1.6B | −$122M+663% | $1.1B+239% | $332M | $645M−60% | $746M | $1.1B−1% | $5.1B+1437% | $925M+43% |
| $169M | $122M | $10M | $322M+164% | −$23M | $629M+416% | $68M+580% | $153M−53% | $293M | −$2.6B | $354M+421% | $276M+80% | |
| Net income | −$170M | $197M | −$130M−59% | $1.3B | −$96M−44% | $484M+146% | $254M | $514M−60% | $452M | $3.7B+657% | $4.7B+1768% | $668M+30% |
| −$0.62 | $0.72 | −$0.47−59% | $4.65 | −$0.35−44% | $1.73+140% | $0.91 | $1.86−60% | $1.64 | $13.39+674% | $17.44+1817% | $2.47+33% | |
| 274M | 274M | 274M+0% | 278M+2% | 275M+0% | 280M+2% | 279M+2% | 276M−1% | 275M+0% | 274M−2% | 272M−3% | 270M−2% |
Net income: Q4 FY24 and Q4 FY25: printed in the fourth-quarter results release.
EPS, diluted: Q1 FY23 and Q4 FY23: quarter's net income to common over its shares, to the cent. Q4 FY24 and Q4 FY25: printed in the fourth-quarter results release.
Diluted shares: Q1 FY23: share-days: the 6-month average less the second quarter's. Q4 FY23: share-days: the 12-month average less the 9-month, weighted by days. Q4 FY24 and Q4 FY25: printed in the fourth-quarter results release.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $12B | $11.8B to $12.3B | $3.99 | $3.30 to $4.42 | 11 |
| Q4 FY26 | $13.9B | $12.9B to $14.4B | $6.22 | $4.76 to $7.08 | 10 |
| Q1 FY27 | $11B | $10.4B to $11.4B | $4.54 | $4.25 to $4.74 | 8 |
| Q2 FY27 | $12.7B | $12.1B to $13.2B | $5.78 | $5.41 to $6.04 | 8 |
| Q3 FY27 | $13.4B | $12.8B to $13.9B | $6.01 | $5.63 to $6.28 | 8 |
| Q4 FY27 | $15.7B | $14.9B to $16.2B | $7.67 | $7.18 to $8.01 | 8 |
| Q1 FY28 | $12.4B | $11.8B to $12.8B | $5.67 | $5.30 to $5.92 | 9 |
| Q2 FY28 | $14.2B | $13.5B to $14.7B | $6.79 | $6.36 to $7.10 | 9 |
Peers
Companies in Industrial - Machinery nearest GE Vernova's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| GEVGE Vernova | $217.1B | 23.3× | 56.3× | 39.7× | 5.2× | +13% | 23.0% |
| PHParker-Hannifin | $111B | 30.9× | 24.8× | 24.6× | 5.2× | +8% | 17.0% |
| TTTrane Technologies | $97.9B | 33.7× | 25.3× | 26.8× | 4.4× | +7% | 13.3% |
| EMREmerson Electric | $90.1B | 35.4× | 24.4× | 22.8× | 4.8× | +5% | 13.8% |
| ITWIllinois Tool Works | $78.5B | 25.0× | 24.2× | 23.5× | 4.8× | +4% | 19.4% |
| CMICummins | $71.2B | 26.4× | 18.2× | 15.7× | 2.1× | +3% | 7.8% |
| PCARPACCAR | $56.3B | 22.5× | 14.2× | 16.2× | 2.0× | −11% | 9.0% |
| ROKRockwell Automation | $47.3B | 39.9× | 30.6× | 29.3× | 5.3× | +11% | 13.4% |
| CARRCarrier Global | $46.4B | 39.1× | 18.8× | 18.6× | 2.1× | −2% | 5.5% |
| OTISOtis Worldwide | $28.6B | 19.3× | 26.4× | 17.5× | 1.9× | +5% | 10.2% |
| IRIngersoll Rand | $28.5B | 30.2× | 39.8× | 19.6× | 3.6× | +8% | 12.1% |
| Peer median | $63.8B | 30.6× | 24.6× | 21.2× | 4.0× | +5% | 12.7% |
Investors who own it
Investors we follow who held GE Vernova at the end of Jun 30, 2026, from their 13F filings.
- Philippe LaffontCoatue Management6.2% of portfoliotrimmed
- Chase ColemanTiger Global Management3.9% of portfoliotrimmed
- Terry SmithFundsmith3.5% of portfolionew
- Polen CapitalPolen Capital2.0% of portfolionew
- Chris BloomstranSemper Augustus0.3% of portfolio
- Lee AinslieMaverick Capital0.0% of portfolionew
- Ron BaronBaron Capital0.0% of portfolionew
More on GE Vernova
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Dividend yield
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #6of 366Industrial stocks with the highest profit margins
- #2of 86Industrial machinery stocks with the highest profit margins
- #5of 55Industrial stocks with the lowest PEG ratio
- #2of 14Industrial machinery stocks with the fastest expected revenue growth
- #9of 62Industrial stocks with the fastest expected revenue growth
- #3of 13Industrial machinery stocks with the lowest PEG ratio
Its groups
About
- Industry
- Industrial - Machinery
- Sector
- Industrials
Valuation data, not investment advice. Prices as of .