> Возможностей в Telegram + Портфель + Сделки + Обзоры
22.04.2026

💰GE Vernova отчет за 1 квартал

🔹 Revenue: $9.34B vs $9.11B est 🟢
🔹 Adj. EPS: $17.44 vs $0.91 YoY 🟢🟢 — nearly 20x YoY
🔹 Adj. EBITDA: $896M vs $791M est 🟢
🔹 Data center equipment orders: $2.4B booked in Q1 🟢
🔹 Backlog: $163B (inclusive of Prolec GE) 🟢

📉 FY26 GUIDANCE — RAISED ACROSS THE BOARD:
🔹 Revenue: $44.5B–$45.5B (from $44B–$45B) 🟢
🔹 Adj. FCF: $6.5B–$7.5B (from $5B–$5.5B) 🟢🟢 — FCF guide nearly DOUBLED

#gev

🇷🇺 MAX | BiP