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GE Vernova (GEV) investor relations material
GE Vernova Morgan Stanley’s 13th Annual Laguna Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley’s 13th Annual Laguna Conference summary11 Sep, 2025
2025 outlook and financial performance
Orders expected to reach $50 billion in 2025, with $37 billion in revenue and improving margins as profitability strengthens.
Gas power segment has 55 GW of new capacity on contract, expected to approach 60 GW by Q3, with strong demand from hyperscalers and major projects in the U.S.
Electrification segment anticipates at least $1 billion in orders from hyperscalers, with significant growth in Saudi Arabia, Algeria, and Korea.
Onshore wind remains challenging, with order softness and potential 10%-15% revenue decline in 2026, impacting EBITDA margins.
Despite wind headwinds, confidence remains in the 2025 financial framework, with plans to update 2028 guidance higher.
Industry cycle and long-term growth
Energy demand is projected to grow exponentially, with a rising share of electricity in the global energy mix.
The current cycle is compared to a historic 30-year post-1945 growth period, with a focus on a decade of action for electrification and decarbonization.
Margin profiles in power and electrification are already trending toward or exceeding 2028 targets, driven by improved execution.
Backlog growth is robust, with at least $13 billion added this year, supporting growth beyond 2028.
Analyst Day will provide updated guidance and detail on investments and long-term growth trajectory.
Business evolution and services opportunity
Gas power will add at least 200 GW of baseload capacity over the next decade, doubling the current baseload fleet and boosting service revenues.
Electrification is entering a new growth phase, driven by organic investments and customer demand, especially from hyperscalers.
Wind business is focused on automation and competitiveness to address current volume softness and improve economics.
Upgrades in the gas install base are expected to double by decade's end, with strong demand for services across gas, steam, nuclear, and wind.
Grid software and small modular nuclear reactors are strategic investments for long-term value creation.
How to mitigate onshore wind revenue/margin decline?
Electrification: How to capture $125B+ market?
Grid software & nuclear: What drives 2030s value?
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Next GE Vernova earnings date
Q3 202522 Oct, 2025
Next GE Vernova earnings date
Q3 202522 Oct, 2025
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Frequently asked questions
GE Vernova Inc., formerly part of General Electric, is a global energy company specializing in the generation, transmission, and use of electric power. The company operates through three main segments: Power, Wind, and Electrification. GE Vernova is involved in the manufacturing and servicing of equipment for hydro, gas, nuclear, and steam power generation, as well as the production of wind turbines. Additionally, it offers solutions in power conversion and energy storage to support the transition to sustainable energy. GE Vernova is headquartered in Cambridge, Massachusetts, and its shares are listed on the New York Stock Exchange.
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