GEVQ3 20261/4Estimate vs Actual
Earnings per Share
$4.81
+ 20.0% vs Estimate
Surprise as recorded in the analysis; the estimate itself is not on the calendar.
GE Vernova Q3 2026 · Story
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GEVQ3 20261/4GEVQ3 20262/4Guidance
Full-Year Revenue
- Company Guidance
- 46.5 – 47.5 billion
- Market Estimate
- 46.3 billion
Raised 2.2% ▲
Adjusted EBITDA Margin
- Company Guidance
- 13.5% – 14.5%
Raised 1.0 Point ▲
Free Cash Flow
- Company Guidance
- 16 – 17 billion
Raised 37.5% ▲
GEVQ3 20263/4In 30 Seconds
Revenue of $12.64 billion beat the estimate by 4.4%, and GAAP EPS of $4.81 beat by 20%.
- The company raised 2026 revenue guidance to $47.0 billion and free cash flow guidance to $16-17 billion.
- The stock fell 3.6% intraday on the $9 billion Trench deal, which will be partly funded with debt.
First point of the analysis's “In 30 Seconds”.
Full AnalysisGEVQ3 20264/4Score
75/ 100
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