Companies
GE Vernova
S&P 500Industrials· USA

GEV

Status-Quo-Player

GE Vernova

UMDSQP

$991.12

-0.02%

Open $998.00·Prev $991.34

as of 13 Apr

STATUS-QUO-PLAYER

Power Core

The moat in one sentence: GE Vernova's power core is the irreplaceable installed base of over 7,000 gas turbines worldwide, generating recurring service revenue through multi-decade contracts that compound as electricity demand grows.

Published1 Apr 2026
UniverseS&P 500
SectorIndustrials

Direction of Movement

Three Segments, Three Tailwinds, One Upward Vector

ROC 200

+84.2%

Company Profile

GE Vernova is an energy equipment manufacturing and services company headquartered in Cambridge, Massachusetts, created in 2024 as part of General Electric's strategic separation into three independent entities. The company operates through three primary segments: Power, which designs, manufactures, and services gas, nuclear, hydro, and steam technologies; Wind, which provides onshore and offshore wind turbines and blades; and Electrification, which delivers grid solutions, power conversion, solar and storage solutions, and digital technologies for electricity transmission, distribution, and management. GE Vernova serves industrial, government, and utility customers across the United States, Europe, Asia, the Middle East, and Africa. With an installed base of approximately 7,000 gas turbines and 59,000 wind turbines, the company's technology generates roughly 25% of the world's electricity. The organization maintains an Advanced Research Center in New York focused on innovations in carbon capture, alternative fuels, AI and robotics, and advanced grid solutions. GE Vernova combines over 130 years of energy industry experience with a mission centered on accelerating global electrification while decarbonizing power systems to support a sustainable energy future.

Sector

Industrials

Industry

Specialty Industrial Machinery

Employees

76,800

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