When does GE Vernova report Q3 results?

GE Vernova reports third-quarter results before the open on Oct. 28.

What do analysts expect for Q3 revenue?

Analysts expect Q3 revenue of $11.997B, up 20.0% from $10.00B a year ago.

Why did the stock fall recently?

The stock fell 11.53% last week on fears about how AI spending will be financed.

AI Stocks & MarketsAI Business & IndustryYahoo Finance AI1h agoOct 25, 2026, 01:00 JST

GE Vernova Q3 report due Oct. 28 after 11.53% stock drop

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3 Key Points

What happened
GE Vernova reports Q3 before the open on Oct. 28. Analysts expect revenue of $11.997B, up 20.0% from $10.00B a year ago, and EPS of $4.0219.
Why it matters
The report needs to show the record backlog is still turning into revenue and cash, after the stock fell 11.53% last week on fears about how AI spending will be financed.

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Context & Analysis

GE Vernova's last reported quarter set a high bar. Revenue of $11.10B rose 21.8% year over year and beat the $10.77B consensus. Orders jumped 88% organically to $24.20B, lifting backlog to a record $176 billion, up $13 billion from the prior quarter. Free cash flow of $5.10B was more than the company generated in all of 2025.

In July, management raised its 2026 revenue guidance to $45.5B-$46.5B and lifted the free cash flow target to $11.5B-$12.5B from $6.5B-$7.5B. CEO Scott Strazik expects at least 125 GW of gas equipment under contract by year-end, up from 116 gigawatts at the end of Q2. Since then, the mood has turned. Shares closed Friday at $814.58, down 14.37% over the past month, a drop Barron's linked to Meta Platforms and AI financing fears. The stock is still up 24.93% year to date.

The Q3 report therefore arrives with two threads to reconcile: a record backlog and raised targets on one side, and a market worried about how AI data-center demand will be paid for on the other. How quickly slot reservations in the gas pipeline become firm orders, and whether cash flow stays on pace with July's targets, may show whether customers are sticking with their commitments, to judge from the body's framing.

FAQ

When does GE Vernova report Q3 results?: GE Vernova reports third-quarter results before the open on Oct. 28.
What do analysts expect for Q3 revenue?: Analysts expect Q3 revenue of $11.997B, up 20.0% from $10.00B a year ago.
Why did the stock fall recently?: The stock fell 11.53% last week on fears about how AI spending will be financed.

Yahoo Finance AIRead Original Article

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