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GE Vernova's Windy Woes: A Mixed Bag of Results

USAThursday, October 23, 2025
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GE Vernova's stock dropped over 4% following their third-quarter results, leaving investors with mixed feelings.

Missed Expectations and Stagnant Forecast

  • Earnings Miss: The company fell short of expected earnings.
  • Revenue Forecast: Full-year revenue forecast remained unchanged, disappointing many.

Onshore Wind Business Struggles

  • Challenges:
  • Delays in permit approvals
  • Uncertainty about tariffs
  • Fewer orders from the U.S.
  • Impact: Revenue may drop more than expected next year.

Bright Spot: Electrification Segment Thrives

  • Orders Nearly Doubled:
  • High demand for grid equipment
  • Strong orders from large customers
  • Regions of Growth:
  • Middle East
  • North America
  • Europe

Market Reaction

  • Stock Drop: At one point, the stock was down almost 9%, reflecting investor disappointment.
  • Perspective: One quarter does not define a company. GE Vernova's wind business has faced similar challenges before.

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