GE Vernova Inc. has published the transcript of its fourth quarter and full year 2025 earnings call, held on January 28, 2026. The event featured remarks from the company’s CEO and CFO, along with the Vice President of Investor Relations. During the call, management discussed the company’s financial results, updated guidance for 2026, and provided an outlook through 2028. A key highlight was the inclusion of the Prolec GE acquisition, with full ownership and operation expected for 11 months in 2026. The CFO noted, “This was one of the primary reasons that we were so excited about the Prolec acquisition, because there were terms and conditions around the arrangement... all required jurisdictions. This will allow us to close the acquisition on Monday, February 2nd.” The CEO emphasized the company’s ongoing innovation, mentioning new product lines such as solid state transformers, and expressed optimism about future growth: “I continue to grow my optimism and frankly, my expectations, with how material this is as a part of GE Vernova. And we are going to keep leaning into this business.” The company also reported a significant increase in total backlog by over 25% to $150 billion, reflecting strong order growth in Power and Electrification sectors. “2025 sets us up for substantially more profitable growth moving forward,” management stated. The full transcript can be accessed through the link below.

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