智通财经获悉，周三，GE Vernova(GEV.US)盘前大涨超10%，报689.07美元。消息面上，此前该公司宣 布将股息翻倍，提高股票回购授权，并在提高了盈利预期。这家涡轮机制造商将季度股息提高至每股 0.50 美元，并将股票回购授权从 60 亿美元提高至 100 亿美元，这主要得益于大量且不断增长的积压订 单、强劲的利润率以及更优惠的招聘价格。 本文源自：智通财经网 GE Vernova还发布了2026 年的初步业绩指引，预计收入为 410 亿至 420 亿美元，自由现金流为 45 亿至 50 亿美元，同时将本年度的自由现金流预期从之前的 30 亿至 35 亿美元上调至 35 亿至 40 亿美元，并 维持对 360 亿至 370 亿美元的收入预期，且倾向于区间顶端。GE Vernova首席执行官 Scott Strazik 表 示："公司正处于创造巨大价值的早期阶段，未来财务状况将更加稳健。" ...

智通财经APP获悉，周三，GE Vernova(GEV.US)盘前大涨超10%，报689.07美元。消息面上，此前该公 司宣布将股息翻倍，提高股票回购授权，并在提高了盈利预期。这家涡轮机制造商将季度股息提高至每 股 0.50 美元，并将股票回购授权从 60 亿美元提高至 100 亿美元，这主要得益于大量且不断增长的积压 订单、强劲的利润率以及更优惠的招聘价格。 GE Vernova还发布了2026 年的初步业绩指引，预计收入为 410 亿至 420 亿美元，自由现金流为 45 亿至 50 亿美元，同时将本年度的自由现金流预期从之前的 30 亿至 35 亿美元上调至 35 亿至 40 亿美元，并 维持对 360 亿至 370 亿美元的收入预期，且倾向于区间顶端。GE Vernova首席执行官 Scott Strazik 表 示："公司正处于创造巨大价值的早期阶段，未来财务状况将更加稳健。" ...

Core Insights - The company maintains a "buy" rating with an upward revision of the annual performance guidance based on strong revenue growth and new order trends [1][3] Financial Performance - For Q1-Q3 2025, the company reported revenue of 10.086 billion yuan, a year-on-year increase of 14.38%, and an adjusted net profit of 1.227 billion yuan, up 10.76% year-on-year [1] - The gross margin stood at 34.22%, reflecting a slight increase of 0.35 percentage points year-on-year, while the adjusted net profit margin was 12.16%, down 0.40 percentage points year-on-year [1] - In Q3 alone, revenue reached 3.645 billion yuan, a 13.44% increase year-on-year, with an adjusted net profit of 471 million yuan, up 12.88% year-on-year [1] Segment Performance - Laboratory services generated revenue of 6.004 billion yuan in Q1-Q3 2025, a 15.04% increase year-on-year, with a gross margin of 45.13% [2] - The small molecule CDMO segment reported revenue of 2.293 billion yuan, up 15.99% year-on-year, with a gross margin of 32.10% [2] - Clinical research revenue was 1.440 billion yuan, a 10.26% increase year-on-year, but with a lower gross margin of 11.79% [2] - The large molecule and cell & gene therapy segment saw revenue of 336 million yuan, an 8.13% increase year-on-year, but with a negative gross margin of -49.15% [2] Order Trends - New orders for Q1-Q3 2025 increased by over 13% year-on-year, with laboratory services and CMC new orders growing by over 12% and approximately 20%, respectively [3] - The company has revised its full-year revenue guidance upward to a growth range of 12%-16% based on the new order trends [3] Catalysts - Improved investment and financing conditions, along with better-than-expected development in backend operations and enhanced operational efficiency, are seen as key catalysts for future growth [4]

CoreWeave上调了全年营收指引，预计为51.5亿至53.5亿美元，较此前指引提高了约4.9%—5.1%。第三 季度调整后营业利润指引为1.60亿至1.90亿美元，低于分析师预期的1.92亿美元。 第二季度稀释后每股收益为-0.6美元，亏损超出分析师预期的-0.52美元，公司预计第三季度营收将达到 12.6亿至13亿美元，高于分析师预期的12.5亿美元。 CoreWeave第二季度营收为12.13亿美元，同比增长206.7%，超出分析师预期的10.8亿美元，但增速较一 季度的420%有所放缓。 ...