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@JayIKyle "GE Vernova $GEV Earnings Reaction: +14.58% Morgan Stanley - Aeroderative orders accounted for a greater proportion of orders including an incremental XXX MW order (part of a 1000 MW total order) to support Crusoe AI data centers announced earlier in the week. 1H25's order mix also had a higher weighting of simple cycle turbine whereas 2H25 orders will include a higher mix of CCGT turbines (priced higher) which should support sustained Power order levels through year-end and beyond. The higher mix of aeroderative turbines and recent order highlights an noteworthy trend whereby hyperscalers are"
@JayIKyle Avatar @JayIKyle on X 2025-07-26 16:36:56 UTC 3616 followers, XXX engagements

"Baker Hughes $BKR Earnings Reaction: +11.64% RBC Capital - Adj. EBITDA of $1.212Bn (+7% Y/Y) was X% ahead of the street. EBITDA margin of XXXX% increased XXX bps Y/Y as IET margins increased 190bps and OFSE increased 90bps. BKR booked $3.5Bn IET orders (RBC: $3.3Bn) at a 1.1x book-to-bill. Key awards included XX NovaLT turbines for 500MW of power generation to US data centers"
@JayIKyle Avatar @JayIKyle on X 2025-07-26 16:35:48 UTC 3616 followers, XXX engagements

"MarineMax $HZO Earnings Reaction: -XXXXX% Raymond James - Total revenue was down XX% Y/Y to $657M vs. RJe $739M and Street $738M. The driver here was same-store sales which decreased X% vs. RJe -X% and Street -X% with unit volumes in line or slightly worse than the overall comp decline. This is despite continued enthusiastic boat usage as the aforementioned uncertainty resulted in delayed purchases particularly among newer prospective boaters"
@JayIKyle Avatar @JayIKyle on X 2025-07-26 16:36:21 UTC 3616 followers, XXX engagements

"Comfort Systems $FIX Earnings Reaction: +22.37% KeyBanc - FIX reported strong adj. EBITDA margins of XXXX% (+310 bps Y/Y) +110 bps vs. our forecast benefiting from gross margin expansion and modest SG&A leverage. BTB was 1.6x (vs. KBCM 1.0x) and backlog growth accelerated to +41% Y/Y (vs. +16.5% Y/Y in 1Q) and +18% sequentially despite the seasonal sequential decline that FIX traditionally experiences in 2Q reflecting increased project bookings and demand particularly in the technology sector"
@JayIKyle Avatar @JayIKyle on X 2025-07-26 16:36:49 UTC 3616 followers, XXX engagements