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Pacific Gas & Electric (NYSE:PCG) reaffirmed its 2026 earnings guidance and longer-term financial plan on its second-quarter earnings call, while executives emphasized that California wildfire liability reform remains a critical factor for the utility’s capital plans and path to investment-grade
Order backlogs are a central theme this earnings season, and AI and data center companies with increasing order backlogs are expected to continue to prosper. Super Micro Computer (SMCI) and GE Vernova (GEV) made it clear that Wall Street remains obsessed with order backlogs. Super Micro Computer ...
GEV Q2 earnings call highlights a $176B backlog, higher guidance and a push to expand gas and electrification capacity.
GE Vernova (GEV) raised its 2026 revenue and free-cash-flow forecasts on July 22, but a widening loss in its Wind business sent shares lower. The stock fell about 6.3% to $1,011 in midday trading July 22 after dropping as low as $964.16 earlier in the session. Its second-quarter revenue rose ...
GE Vernova's $24 Billion Order Boom Isn't Enough to Stop the Selloff
GE Vernova Inc (GEV) reports a surge in equipment orders and cash flow, raising its 2026 revenue and cash flow guidance despite challenges in the wind segment.
Orders rose 88% and guidance moved higher, though EPS fell short of estimates
Find insight on GE Vernova, Iberdrola, Equinor and more in the latest Market Talks covering energy and utilities.
Demand for GE Vernova's equipment rose again in the second quarter of the year, but shares slid about 6% Wednesday morning. The company’s earnings per share missed analyst expectations, though its $11.1 billion in revenue for the quarter was higher than expected. It raised revenue and free cash flow guidance for the year.
FTAI Aviation stock jumped 5.5% when its unit that turns unused jet engines into gas-powered turbines signed a deal with an unnamed "international cloud service provider."
GE Vernova (NYSE:GEV) raised its 2026 revenue and free cash flow outlook after reporting sharply higher second-quarter orders, expanded backlog and stronger margins, as management said demand for power generation and grid equipment continues to accelerate globally. Chief Executive Officer Scott Str
GE Vernova’s revenue topped Wall Street estimates, and the company raised its full-year revenue outlook, though earnings per share came in below consensus.
Orders surged 88% organically in the second quarter, and free cash flow of $5.1B exceeded all of 2025
Investing.com -- GE Vernova Inc. (NYSE:GEV) reported second-quarter results that missed earnings expectations despite beating revenue estimates, with shares falling 2.7% premarket following the announcement.
GE Vernova raised its full-year revenue guidance and lifted its margin expectations after a second-quarter surge in orders boosted its backlog.
Today Earnings: AT&T, GE Vernova, PulteGroup, CME Group, Moody’s, Philip Morris International Earnings (p.m.): Alphabet, Tesla, IBM, Southwest Airlines, Texas Instruments, CSX, ServiceNow, Raymond James Economic data: The Energy Information Administration will release its weekly petroleum status report.
Highly anticipated GE Vernova earnings for the second quarter early Wednesday will provide the latest insights into AI-driven demand for gas turbines and electrical transformers. GE Vernova confirmed in June that its massive, heavy-duty gas turbines are basically sold out through 2029. Big Tech companies aggressively purchased the gas turbines to power their artificial-intelligence (AI) data-center campuses by themselves, with regionals grids unable to meet massive electricity demand.
Demand for GE Vernova’s power generation equipment amid the AI data center building boom has sent shares to levels no one expected. Now, how the stock reacts to earnings on Wednesday can help tell investors if the AI trade is alive and well, or if more pain is coming to many stocks, beyond shares of Vernova. It’s an important report for Vernova, with shares above $1,000, up roughly 700% since the company was spun out of GE Aerospace in 2024.
Investing.com -- JPMorgan said a recent selloff in clean energy and power infrastructure stocks has created attractive entry points ahead of second-quarter earnings, arguing that demand trends tied to data centers, industrial electrification and U.S. manufacturing remain intact despite recent market volatility.
Two industrial giants report Q2 results on the same day, and analysts are anything but neutral between them. Before you decide which earnings announcement to watch on July 22, you need to see how these two stack up across every dimension Wall Street actually measures.
Energy transition company GE Vernova (NYSE:GEV) will be announcing earnings results this Wednesday before the bell. Here’s what you need to know.
Today Earnings (a.m.): General Motors, Charles Schwab, Danaher, 3M, Equifax, Hasbro, Northrop Grumman, Halliburton Earnings (p.m.): Chubb, Capital One, Interactive Brokers Economic data: ADP weekly ...
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