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GE VernovaGEV

Power equipment · NYSE · USA

$999.35
Up 0.2% todayClose

Up 52.6% this year but −4.4% since June 26, ahead of the energy sector at −16.1%. GE Vernova supplies 8 mapped companies and buys from 1.

Market cap
$266B
This year
+52.6%
1 year
+64.5%
P/E
27.9
P/S
6.4
P/B
22.3

Price vs the energy sector

since Jun 26GEVEnergy sector, equal weight
GE Vernova (GEV) vs the Energy sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. GEV: −4.4% from Jun 26, 2026 to Oct 8, 2026. Energy sector index: −16.1% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%Jun 26AugSepOct 8GEV −4.4%Sector −16.1% GE Vernova (GEV) vs the Energy sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. GEV: −4.4% from Jun 26, 2026 to Oct 8, 2026. Energy sector index: −16.1% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%Jun 26AugSepOct 8GEV−4.4%Sector−16.1%

Supply chain

1 supplier · 8 customers
SUPPLIERS →→ CUSTOMERSBWX Technologies (BWXT)BWXTBWX Technologies+0.5%NextEra Energy (NEE)NEENextEra Energy+0.4%Southern Company (SO)SOSouthern Company+0.8%Vistra (VST)VSTVistra−6.3%NRG Energy (NRG)NRGNRG Energy−2.1%Duke Energy (DUK)DUKDuke Energy+1.2%American Electric Power (AEP)AEPAmerican Electric P…+0.2%Constellation Energy (CEG)CEGConstellation Energy−4.8%Talen Energy (TLN)TLNTalen Energy−5.0%GEVGE Vernova

Suppliers 1

Customers 8

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About GE Vernova

The energy business carved out of GE. Gas turbines and grid equipment carry a record order book, with the BWRX-300 small modular reactor as the longer-dated bet.

Theme exposure

New power capacityPower gridSMR exposureSMR (BWRX-300)

Products

  • Gas turbines
  • Grid Solutions (grid)
  • BWRX-300 SMR

Competitors

  • Siemens Energy
  • Mitsubishi Power
  • NuScale (SMR)

Risks

  • Long project cycles
  • Wind segment profitability

Same segment: Power equipment

Turbines, transformers and power management for generating and distributing electricity. Segment 2 of 6 in the Energy, grid & critical infrastructure value chain.

EatonETN−1.6%Rockwell AutomationROK−1.8%

Compare GEV

Side by side with the largest companies in the same segment.

GEV vs ETNGEV vs ROK

See where GE Vernova sits in the full Energy, grid & critical infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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