[GEV 26년 3분기] 실적 브리핑

2026년 10월 28일 오후 10:4410분

핵심 요약

GE Vernova reported Q3 2026 revenue of $12.64 billion, beating consensus estimates of $12.02 billion, with an adjusted EPS of $4.81 outpacing the expected $4.02.
Total orders reached approximately $29.3 billion, driving the backlog to nearly $200 billion ($197 billion), reflecting accelerating demand in the electricity supercycle.
The company announced the definitive acquisition of Trench Group for $9 billion, aiming to strengthen its high-voltage electrification supply chain and vertical integration.
Management doubled the share buyback authorization from $10 billion to $20 billion, demonstrating strong confidence in long-term cash generation and capital returns.
Full-year 2026 guidance was revised upward, with projected revenue between $46.5 billion and $47.5 billion, adjusted EBITDA margin of 13.5% to 14.5%, and free cash flow of $16 billion to $17 billion.