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🔹 Revenue: $10.96B (Est. $10.27B) 🟢
🔹 EPS: $13.39 (Est. $3.18) 🟢
🔹 Adj. EBITDA: $1.16B (Est. $1.25B) 🔴
🔹 Total backlog: $682B (record)
🔹 Orders: $22.2B; +65% organically
Raises FY Guide:
🔹 Revenue: $44B–$45B (raised from $41B–$42B) 🟢
🔹 Adj. EBITDA margin: 11%–13%
🔹 Free cash flow: $5.0B–$5.5B (raised from $4.5B–$5.0B) 🟢
Other Metrics:
🔹 Net income includes: $2.9B tax benefit
🔹 Expects low-teens revenue CAGR from ’25 to ’28
🔹 1Q Wind segment EBITDA losses: $(300)M–$(400)M
🔹 Prolec GE acquisition expected to close: Feb. 2, 2026
Переходи в чат t.me/USstocksnews_chat
🔸 «Мы увеличили портфель заказов до $150 миллиардов, улучшили рентабельность оборудования и вступаем в 2026 год со значительным импульсом».
#gev
