GE Vernova

The AI investment boom is shifting value creation to generators, grid builders and equipment suppliers, because it is not land or capital but connection capacity that limits expansion. For GE Vernova this means strong demand: the company reports an order backlog including slot reservations of at least 110 gigawatts for gas turbines this year. Investors should follow delivery dates for turbines and transformers as well as results of capacity auctions and grid‑connection contracts, since megawatts on the grid are the most important metric. » Więcej na deraktionaer.de

GE Vernova, spun off from General Electric in 2024, is benefiting from strong demand in its Power and Electrification segments tied to data centers, AI and industrial automation. Orders and backlog have surged—backlog reached $176.3 billion at mid‑2026, nearly four times projected 2026 revenue—and analysts forecast double‑digit revenue and rapid EBITDA growth through 2028. With an enterprise value near $238.5 billion and trading around 25 times next year’s adjusted EBITDA, the company is presented as well‑positioned to withstand a market downturn and rebound as global electricity demand rises. » Więcej na finance.yahoo.com

GE Vernova is expanding its power equipment, software and services business with FY2025 revenue of $38.1bn, a net margin near 12.8% and a backlog of $176bn as orders surge from AI data center and grid modernization demand. The company maintains a low debt-to-equity ratio (~0.3x) and generated about $3.7bn of free cash flow, while Vistra reported lower revenue, thinner margins, much higher leverage (debt-to-equity ~4.0x) and smaller free cash flow. Valuation contrasts show GE Vernova trading at a premium to Vistra, reflecting growth and revenue visibility versus Vistra's value exposure to wholesale power markets and retail customers. » Więcej na finance.yahoo.com