NewsMV
GE Vernova (GEV) reported that Power orders more than doubled and Electrification orders rose 66% in the second quarter of 2026, according to the company's July 22, 2026 earnings call.
Despite this acceleration in demand, shares of the company returned just 1.7% over the past six months, significantly trailing the 12.6% gain for the S&P 500 during the same period.
Management now expects 2026 revenue to reach $45.5 billion to $46.5 billion, a substantial increase from the $38.1 billion reported in fiscal 2025.
This outlook follows two previous raises to the 2026 revenue forecast during the twelve months leading up to October 13, 2026, a period in which GEV shares returned 66.5% compared to the S&P 500's 20.5% return.
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