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GE Vernova beats Q1 2026 estimates, raises full-year guidance with record backlog and strong demand.

Company Fundamentals
22 Apr 2026
Seeking Alpha
View Source
Bullish
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GE Vernova reported a record Q1 2026 with GAAP EPS of $17.44 and revenue of $9.3 billion, both exceeding analyst expectations. The company raised its full-year 2026 guidance to $44.5–$45.5 billion in revenue and $6.5–$7.5 billion in free cash flow, driven by strong demand in Electrification and Power segments. Its backlog hit a record $163 billion, with organic orders up 71%, signaling robust growth and execution. The stock rose 8% premarket, and analysts maintain a buy rating, viewing it as a good opportunity despite being technically overbought.

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