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Mar 31, 2025
GE Vernova Q1 2025 Earnings Report
GE Vernova reported strong revenue and margin growth in Q1 2025 with significant cash generation.
Key Takeaways
GE Vernova delivered a strong first quarter in 2025 with $8.0B in revenue, positive net income of $264M, and a substantial free cash flow turnaround. Growth was led by the Power and Electrification segments, while Wind showed improvement despite lower orders.
Revenue by Segment
Forward Guidance
GE Vernova reaffirmed its 2025 financial guidance, projecting revenue growth, improved EBITDA margins, and strong free cash flow despite inflationary and tariff-related headwinds.
Positive Outlook
- Reaffirmed revenue guidance of $36–$37 billion
- High single-digit adjusted EBITDA margin expected
- Free cash flow forecasted between $2.0–$2.5 billion
- Strong growth anticipated in Electrification and Power segments
- Committed $4B capex and $5B R&D investments through 2028
Challenges Ahead
- Expected $300–$400 million impact from tariffs and inflation
- Wind segment forecasted to have EBITDA losses of $200–$400 million
- Mid-single digit revenue decline expected in Wind
- Ongoing cost pressures from investments in Nuclear and Offshore Wind
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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