GE Vernova Inc. (GEV) earnings date & stock reaction
GEV · GE Vernova Inc. · IT
GE Vernova Inc. earnings date & time
Schedule
- Korea time (KST)
- Wed, October 28
- Reporting pattern
- 10 of last 10 before open
- Typical move
- ±3.2% · 10-report avg
What the market expects
Consensus EPS
$4.02Coming in above this counts as a beat
- Year-ago quarter
- $1.64→+145.1%
“We now expect to have at least 125 GW of gas equipment under contract by year-end 2026.”
“For revenue, we now expect to be in the range of $45.5 billion-$46.5 billion, up $1 billion compared to our previous expectation.”
- ▲Strong Backlog and Guidance Hike
- Orders reached $24.2 billion, up 88% organically vs last year.
- Full-year 2026 revenue guidance was raised to $45.5-$46.5 billion from the previous $44.5-$45.5 billion.
- ▲Margin Expansion in Power and Electrification
- Adjusted EBITDA margin was 11.3%, up 340 basis points organically vs last year.
- Electrification segment EBITDA margin reached 18.4%, up 700 basis points organically vs last year.
- ▲Robust Cash Generation
- Free cash flow was $5.1 billion in the quarter, exceeding the total for the full year of 2025.
- Cash balance ended at $13.1 billion, an increase of $4.3 billion compared to last year.
- ▼Wind Segment Decline and Losses
- Wind segment revenue was $2.0 billion, down 11% organically vs last year.
- The segment reported an EBITDA loss of $275 million for the quarter.
- ▼Weakness in Wind Orders
- Wind orders were $1.2 billion, down 40% organically vs last year.
- Soft demand for onshore wind equipment in the U.S. continues to impact order intake.
- ▼Expected Slowdown in H2 Cash Flow
- Free cash flow was heavily bolstered by H1 down payments, which is expected to be lower in the second half.
- The company indicated that H2 free cash flow will be significantly lower than the H1 performance.
GE Vernova Inc. (GEV) rose the day after earnings in 8 of its last 10 reports (80%), moving ±3.2% on average. It has fallen despite beating the consensus estimate 2 times.
When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.
The real bar for this stock
Beating estimates isn't enough. Here's where the real surprise started.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
2/5 beats fell next day · watches Backlog · margin
- Jun 2026 report+4.7%
- Mar 2026 report+1.9%
- Dec 2025 report+0.8%
- Sep 2025 report+3.3%
- Jun 2025 report-0.8%
- Mar 2025 report+7.3%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 6/2026 | 2026-07-22 | -22.4% | +4.7% | -8.6% |
| 3/2026 | 2026-04-22 | +20.4% | +1.9% | -5.7% |
| 12/2025 | 2026-01-28 | +310.9%† | +0.8% | +4.9% |
| 9/2025 | 2025-10-22 | -11.7% | +3.3% | +0.3% |
| 6/2025 | 2025-07-23 | +13.4% | -0.8% | +4.1% |
| 3/2025 | 2025-04-23 | +49.1% | +7.3% | +10.3% |
10 reports, quarters ending 12/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next GE Vernova Inc. earnings date?
The next GE Vernova Inc. (GEV) earnings report is expected Wed, October 28 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
What is the consensus EPS forecast for GE Vernova Inc.'s next earnings?
Analysts expect EPS of about $4.02 for GE Vernova Inc. (GEV). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.
Does GE Vernova Inc. (GEV) stock usually go up after earnings?
Over the last 10 earnings reports, the stock rose on 8 of them (80%). The average move on earnings day was ±3.2%.
Does GE Vernova Inc. react more to the earnings numbers or to guidance?
In 6 of the last 9 reports (67%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can GE Vernova Inc. stock fall even when earnings are good?
Yes. In 1 of the last 10 reports, GE Vernova Inc. fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does GE Vernova Inc. stock keep moving after the earnings day?
Over the last 10 reports, the move continued in the same direction for the following five trading days 40% of the time. This tendency is known as post-earnings announcement drift.