GE Vernova 因设备位预订激增,现金流预期大幅上调

投资观察
Jul 22

GE Vernova 大幅上调了全年自由现金流预期,新的指引区间为115亿至125亿美元,远高于此前65亿至75亿美元的预测。这一乐观调整源于第二季度其燃气发电设备获得的大量“位次预订”。

公司透露,相关预订协议的总装机容量已从100吉瓦攀升至116吉瓦,并且正朝着年底前达到125吉瓦的目标稳步前进。首席执行官斯科特·斯特拉齐克在与分析师的电话会议上指出,年初至今,公司已产生了约100亿美元的自由现金流,这一数字是2025年同期的2.5倍。

首席财务官肯·帕克斯在同一场合表示:“我们预计上半年的自由现金流将远高于下半年,因为许多此类位次预订将转化为正式订单。” 这一转变预示着未来订单量的持续强劲。

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