GE Vernova (GEV) expect Y/Y growth in gas equipment orders in Q1 for the power unit; failure to install 11 turbines could cut 2026 wind revenue by c. USD 250mln - conference call
GE Vernova's expectation of year-over-year growth in gas equipment orders this quarter signals strong demand in their power unit, which may bolster investor confidence.
Amphenol Corporation (APH) Q4 2025 (USD): Adj. EPS 0.97 (exp. 0.93), Revenue 6.44bln (exp. 6.19bln); Q1 sales view 6.9-7bln (exp. 6.55bln), Adj. EPS 0.91-0.93 (exp. 0.88),
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GE Vernova (GEV) expect Y/Y growth in gas equipment orders in Q1 for the power unit; failure to install 11 turbines could cut 2026 wind revenue by c. USD 250mln - conference call
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- Tariffs that started in Q2 last year impacted results by USD 70mln.
However, the potential $250 million revenue hit from the failure to install 11 turbines in wind projects raises concerns about execution risk and future performance. The mention of tariff impacts indicates that revenue could be further pressured, suggesting a complex outlook for GE's earnings trajectory.
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