Overview

• GE Vernova reported Q1 FY2025 earnings per share of $0.91 on $8.03 billion in revenue, exceeding analyst expectations of $0.73 EPS and $7.53 billion in revenue.
• The company reaffirmed its full-year 2025 revenue guidance of $36–37 billion, accounting for $300–400 million in tariff and inflation-related impacts.
• Total orders rose 8% year-over-year to $10.2 billion, reflecting strong demand in core energy segments.
• Core profits surged in the electrification and power units, with electrification profits tripling to $214 million and power segment profits climbing to $508 million.
• Offshore wind operations faced challenges, reporting a $146 million loss and a 44% drop in orders, highlighting ongoing headwinds in the segment.