GE Vernova said total revenues for the 3 months ended September 30, 2025 were $10.0 billion, an increase of $1.1 billion, net income was $0.5 billion, and diluted earnings per share were $1.64.

1. 01

   GE Vernova said total revenues for the 3 months ended September 30, 2025 were $10.0 billion, an increase of $1.1 billion, net income was $0.5 billion, and diluted earnings per share were $1.64.

2. 02

   The company said RPO as of September 30, 2025 was $135.3 billion (compared with $117.7 billion as of September 30, 2024), cash flows from operating activities for the 9 months were $2.5 billion (compared with $1.7 billion in the prior year), and free cash flow was $1.9 billion (compared with $1.1 billion in the prior year).

3. 03

   On October 21, 2025, GE Vernova announced it will acquire the remaining fifty percent stake in Prolec GE, its joint venture with Xignux. The company said it will pay approximately $5.3 billion at closing, to be funded equally between cash and debt, with the acquisition expected to close by mid-2026.

4. 04

   GE Vernova estimated the total cost impact from global tariffs for the full year 2025 is trending towards the lower end of approximately $300 million to $400 million, after taking into consideration contractual protections and mitigating actions. The company said the actual impact of the tariffs may be significantly different than its current estimate.

Key figures

Quarter ended September 30, 2025

Revenue

$10.0B

Operating income

$366M

Net income

$452M

EPS

$1.64

Gross profit

$1.9B

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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