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U.S.-listed market research with live data and structured thesis notes.

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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
GEV Power, Cooling & Grid

GE Vernova

Grid and power equipment

Detail page

AI data centers increase demand for grid equipment, gas turbines, electrification, and power services.

Price $990.32
1D change -1.00%
Market cap $263.76B
Sector Industrials

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric GEV
Price $990.32
1D Change -1.00%
Market Cap $263.76B
Enterprise Value $255.91B
Trailing P/E 28.4
Forward P/E 39.9
PEG Ratio 1.70x
Price / Sales 6.4
EV / Revenue 6.2
Revenue Growth 21.9%
Earnings Growth 32.8%
Gross Margin 20.6%
Operating Margin 7.5%
Net Margin 23.0%
ROE 82.6%
Free Cash Flow $15.72B
FCF Margin 38.0%
Debt / Equity 0.28x
Current Ratio 0.85x
Dividend Yield 0.20%
Next Earnings Oct 28, 2026
Quarterly Revenue $11.10B
Revenue QoQ +18.9%
Quarterly Net Income $668.0M
Net Income QoQ -85.9%

GEV thesis lens

Grid and power equipment

Why it could benefit

  • AI data centers increase demand for grid equipment, gas turbines, electrification, and power services.
  • GE Vernova gives the dashboard exposure to utility-scale power infrastructure rather than only rack equipment.
  • Grid bottlenecks can become as important as GPU availability for new data centers.

Moat / edge

  • Large installed base in power generation and grid equipment.
  • Service revenue tied to critical infrastructure.
  • Exposure to electrification and generation upgrades.

What to watch

  • Gas power and grid backlog.
  • Margin expansion after separation.
  • Data-center-related power demand.

Key risks

  • Project execution and warranty issues can hurt margins.
  • Policy and utility spending cycles can create volatility.