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Wall St Engine @wallstengine on x 74.2K followers
Created: 2025-07-23 10:41:43 UTC
$GEV | GE Vernova Q2'25 Earnings Highlights
🔹 Revenue: $9.11B (Est. $8.80B) 🟢; UP +11% YoY 🔹 Adj. EPS: $XXXX (Est. $1.50) 🟢 🔹 Orders: $12.4B; UP +4% organically 🔹 Backlog: +$5.2B sequential growth
FY25 Guidance (Raised) 🔹 Revenue: Trending toward high end of $36B–$37B (Est. $37B) 🟢 🔹 Adj. EBITDA Margin: 8%–9% (raised from “high-single digits”) 🔹 Free Cash Flow: $3.0B–$3.5B (raised from $2.0B–$2.5B)
FY25 Segment Outlook Power: 🔹 Organic Revenue: +6% to +7% (prev. mid-single digits) 🔹 EBITDA Margin: 14%–15% (prev. 13%–14%)
Wind: 🔹 Organic Revenue: DOWN mid-single digits 🔹 EBITDA Loss: ($200M)–($400M); trending toward lower end
Electrification: 🔹 Organic Revenue: +20% (prev. mid-to-high teens) 🔹 EBITDA Margin: 13%–15% (prev. 11%–13%)
Q2 Segment:
Power 🔹 Revenue: $4.76B; UP +7% YoY 🔹 Orders: $7.1B; UP +44% YoY 🔹 EBITDA: $778M; Margin: XXXX% (+260 bps YoY) 🔹 Signed 9GW of new gas equipment; Slot reservations: UP from 21GW to 25GW 🔹 SMR investment decision finalized with Ontario Power Generation
Wind 🔹 Revenue: $2.25B; UP +9% YoY 🔹 Orders: $2.06B; DOWN -X% YoY 🔹 EBITDA: -$165M; Margin: -XXX% (vs. -XXX% YoY) 🔹 Services cost and offshore tariff pressures offset onshore delivery gains 🔹 $100M invested in fleet improvement across XXXXXX turbines
Electrification 🔹 Revenue: $2.20B; UP +23% YoY 🔹 Orders: $3.3B; DOWN -XX% YoY 🔹 EBITDA: $322M; Margin: XXXX% (+740 bps YoY) 🔹 Driven by HVDC, switchgear, and transformer demand in Asia
Other Key Metrics: 🔹 Adj. EBITDA: $770M; UP +47% YoY 🔹 Free Cash Flow: $194M (vs. $821M YoY; decline due to one-time prior-year benefit) 🔹 Cash Balance: $7.9B 🔹 Capital Returned to Shareholders (YTD): $1.7B 🔹 Shares Repurchased: 1.2M for $400M in Q2 ($5.2M YTD at $XXX avg) 🔹 Quarterly Dividend: $0.25/share (Declared for Q3) 🔹 CapEx: $200M (part of $4B plan through 2028) 🔹 R&D: $300M (part of $5B commitment through 2028) 🔹 Credit Rating: S&P BBB-, Outlook revised to Positive 🔹 Fatality-free operations and 2024 Sustainability Report released
CEO Commentary 🔸 “We’re seeing an investment supercycle in baseload power, grid infrastructure, and decarbonization.” 🔸 “With strong Power and Electrification momentum, we are accelerating toward higher revenue and margin expectations.”
XXXXXX engagements
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