On July 23, GE Vernova Inc. rose 3.65% in regular trading, trading at $1,018.04/share, with turnover of $454 million. The rebound followed the market's reassessment of the company's Q2 earnings report, shifting focus from the EPS miss to the extraordinary strength of its order pipeline and cash flow outlook.

Specifically, the company disclosed that its gas turbine equipment is mostly sold out through 2030, driven by AI data center construction and grid modernization fueling a multi-year order boom. GE Vernova also dramatically raised its full-year free cash flow guidance to $11.5-12.5 billion, nearly doubling the prior forecast of $6.5-7.5 billion, as a surge of slot reservations in Q2 converted into committed demand. Q2 orders reached a record $24.2 billion, representing 88% organic year-over-year growth, while revenue of $11.1 billion beat consensus despite adjusted EPS of $2.47 falling short of the $3.18 estimate. The CEO outlined a capacity ramp to 20 GW annual gas turbine output this quarter, 24 GW by 2028, and 30 GW by 2030, reinforcing the long-term growth trajectory that investors are now pricing in over near-term earnings shortfalls.

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