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Jun 30, 2025
GE Vernova Q2 2025 Earnings Report
Reported strong revenue growth, margin expansion, and raised full-year guidance.
Key Takeaways
GE Vernova delivered solid Q2 2025 results with revenue and margin growth, strong orders, and raised its 2025 guidance for revenue, EBITDA margin, and free cash flow.
Revenue grew 11% year-over-year to $9.1B.
Net income reached $0.5B with a 5.4% margin.
Orders rose to $12.4B, driven by Power segment demand.
Raised 2025 guidance for revenue, EBITDA margin, and free cash flow.
Revenue by Segment
Forward Guidance
Raised 2025 guidance for revenue, adjusted EBITDA margin, and free cash flow based on strong Power and Electrification demand.
Positive Outlook
- Revenue expected at high end of $36–$37B range.
- Adjusted EBITDA margin raised to 8–9%.
- Free cash flow guidance raised to $3.0–$3.5B.
- Power segment organic revenue growth revised to 6–7%.
- Electrification organic revenue growth revised to ~20%.
Challenges Ahead
- Wind segment expected to remain loss-making with $200–$400M EBITDA losses.
- Tariff impact estimated at $300–$400M despite mitigating actions.
- Wind organic revenue projected to decline mid-single digits.
- Free cash flow improvement partly offset by lower working capital benefits.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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