With perceived growing risk in tech, investors are rotating into industrial, sending the sector to record levels. Joining us now is Nicole Del, Deutsche Bank research analyst. Nicole, great to have you with us. >> Thanks, great to be here.>> Uh, you know, it's actually been an extraordinary run that maybe people aren't even paying attention to. Um, it's the longest winning streak since August of 2020. The transports though, Nicole, as you know very well know, are are they're very different in terms of the c ...

This story was originally published on Utility Dive. To receive daily news and insights, subscribe to our free daily Utility Dive newsletter. By the numbers: GE Vernova Investor Update 2025   80 GW Estimated gas turbine backlog by year-end 2025.   24 GW Expected annual gas turbine manufacturing capacity in 2028.   25% Estimated 2025 revenue growth in electrification segment.   $52B Expected revenue in 2028, excluding 50% Prolec GE acquisition. GE Vernova expects revenues in its fast-growing e ...

受益于乐观的2026年营收展望及回购计划加码，GE Vernova股价创历史新高。周三，这家电力设备制造 商的股价飙升至历史新高，因其对2026年营收作出更高预测，并将股票回购计划规模扩大40亿美元。 人工智能及其他数据密集型行业激增的电力需求，正推动该公司电网和燃气轮机业务强劲增长。 William Blair分析师Jed Dorsheimer表示，公司的投资者日活动"全面开花"。他指出，GE Vernova所有可 预定的燃气轮机产能已售罄至2028年，预计订单可见度将延续至2030年。该公司在另一份文件中称，预 计到年底将签署800亿瓦联合循环燃气轮机合同。 2025年以来，GE Vernova（GEV）股价涨幅显著，年内累计上涨超过115%。这一飙升反映了异常强劲 的需求背景，主要受人工智能（AI）相关电力消费加速、电气化举措全面铺开以及全球脱碳进程推进 等因素驱动。这些结构性顺风正在推动对先进能源基础设施的持续需求，GE Vernova正从中受益。 GEV的业务组合涵盖发电、电网输电和储能技术。随着资本投入数据密集型领域、大规模基础设施现 代化以及建筑和交通系统的电气化努力，GE Vernova有望实 ...

John G Vernova kicking off its investor day by revising its financial targets to the upside, announcing a bigger dividend and increasing its share buyback to 10 billion from six billion. First to the forecast, 2025 revenue guidance trending higher and even looking to 2028. The company's projecting margins of 20% which is up from the prior target of 14% and higher than Wall Street consensus as demand continues to rise for gas power and company.company says that it did sign 18 gawatts of gas turbine contracts ...

Activist investment vehicle Ananym Capital has built a significant stake in Siemens Energy and is now urging the company to focus on its lucrative gas turbine and power generation business and spin off the much weaker wind power segment. Citing unnamed sources and a letter sent by the activist investor to the board of the German power utility, the Financial Times said Ananym Capital was doubtful about the profitability prospects of wind power but the gas turbine business had a bright future ahead, thanks ...

China started a power plant using an advanced gas turbine that’s been locally manufactured for the first time https://t.co/DywLEUB6tP ...

Core Insights - GE Vernova reported a Q3 2025 revenue of $10 billion, reflecting a 10% year-over-year increase [1] - Total orders reached $14.7 billion, marking a significant 55% year-over-year growth, primarily driven by the power and electrification segments [2] - The gas turbine backlog increased to 62 GW, up 7 GW from Q2 2025, which includes 29 GW in order backlog and 33 GW in slot reservations [3] Electrification Segment - The electrification segment experienced a remarkable 102% growth, making it the fastest-growing segment for GE Vernova [4] - GE Vernova plans to acquire the remaining 50% of Prolec GE for $5.3 billion, which is expected to close by mid-2026, enhancing its capabilities in the North American market [4][5] - Prolec's data center sales grew from 10% of total sales in 2024 to nearly 20% in 2025, indicating a strategic shift towards integrated solutions for new customer types, such as data centers [6] Revenue Growth and Projections - Revenue in the electrification segment surged by 32% year-over-year, with equipment orders more than doubling [7] - GE Vernova anticipates 25% organic revenue growth for the year, an increase from previous forecasts of around 20%, with a target of 10% annual growth through 2030 [7] - Key growth drivers include data centers, widespread electrification, increased grid flexibility needs, utility-led transmission investments, and heightened national security interests [8] Data Center Impact - Hyperscale data centers have contributed $900 million in orders since January, positioning the segment to potentially double the total orders of $600 million from 2024 [9]

Core Insights - GE Vernova Inc. anticipates a growing demand for its natural gas turbines from major tech companies constructing data centers, indicating a shift in customer base from traditional utilities to hyperscalers [1][2][3] Group 1: Market Trends - Currently, 90% of GE Vernova's turbine orders are from traditional customers, but this shifts to about one-third for paid reservations from hyperscalers, highlighting a significant market transition [2] - The increasing electricity demand driven by data centers for AI and new factories is benefiting GE Vernova, as the electrification of the economy accelerates [3] Group 2: Financial Performance - Orders in GE Vernova's power business rose by 50% year-over-year to $7.8 billion, while orders in the electrification business surged by 102% to $5.1 billion [5] - The company's gas power backlog and reservations increased to 62 gigawatts from 55 gigawatts, with prices for gas turbines rising and margins improving [5] Group 3: Future Outlook - GE Vernova's turbines are sold out through 2028, with the company now primarily taking orders for 2029, indicating strong future demand [4] - The company has agreed to acquire a 50% stake in transformer-maker Prolec GE for approximately $5.3 billion, further expanding its market position [4]

The Gas Turbine Shortage Might Be a Climate Problem https://t.co/wJJrZxRNs8 ...