Core Insights - GE Vernova Inc. reported third-quarter revenue of $9.97 billion, exceeding analyst expectations of $9.16 billion, representing a 12% year-over-year increase, but adjusted earnings per share were $1.64, below the expected $1.86 [1][2] Revenue and Earnings - The company reaffirmed its 2025 full-year revenue outlook, expecting to reach the upper end of its $36–$37 billion range, slightly below the $37.15 billion consensus [2] - Orders surged 55% organically to $14.6 billion, driven by strong demand in the Power and Electrification segments [2] Backlog and Orders - The backlog increased by $6.6 billion sequentially, with Gas Power equipment reservations rising from 55 to 62 gigawatts [2] - By segment, Power orders rose 50% organically to $7.8 billion, with revenue up 15% to $4.8 billion [3] - Wind orders increased 4% to $1.8 billion, although revenue fell 8% to $2.6 billion [3] - The Electrification unit saw orders more than double to $5.1 billion, while revenue advanced 35% to $2.6 billion [3]

Core Insights - Generac Holdings, Inc. is an industrial manufacturer focused on backup power generation systems and energy storage solutions, with a market capitalization of approximately $10.8 billion [1] Financial Performance - Analysts project an EPS of $2.28 for the upcoming fiscal third-quarter earnings report, reflecting a 1.3% increase from the same quarter last year [2] - For fiscal 2025, the expected EPS is $7.63, which is a 5% increase from $7.27 in fiscal 2024, and a further growth to $8.79 is anticipated in fiscal 2026, representing a 15.2% year-over-year increase [3] Stock Performance - Over the past 52 weeks, GNRC stock has risen by 5.8%, underperforming the S&P 500 Index's 13.4% return and the Industrial Select Sector SPDR Fund's 10.1% gain [4] - The underperformance is attributed to cooling revenue growth, which has been in the single digits, and a narrowed full-year sales outlook, alongside pressure on margins and free cash flows [5] Analyst Sentiment - The consensus view on GNRC stock is cautiously optimistic, with a "Moderate Buy" rating from analysts; 10 out of 20 analysts recommend a "Strong Buy," while the other 10 suggest a "Hold" rating [6] - The average analyst price target for GNRC is $205.44, indicating a potential upside of 11.8% from current levels [7]