GE Vernova Inc

GEV: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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GE Vernova: Strong Results and a Strategic Bolt-On, Though Long-Term Thesis Looks Unchanged

Joshua Aguilar

Oct 28, 2026

GE Vernova reported strong third-quarter results. Management raised the midpoint of full-year revenue guidance by about $1 billion to $47 billion and the midpoint of adjusted EBITDA margin guidance by 1% to 14%. It also announced it's acquiring Trench Group for $9 billion.

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GE Vernova Inc

GE Vernova: Strong Results and a Strategic Bolt-On, Though Long-Term Thesis Looks Unchanged

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