The Investing for Beginners Podcast - Your Path to Financial Freedom

Bird's Eye View of GE Vernova

Jan 26, 2026
A high-level breakdown of GE Vernova and why it matters for electrification and power. They outline the company’s three operating segments and the significance of a $26B backlog. The conversation highlights AI and data center demand for sustained electricity and how gas turbines and SMRs fit into that story. Valuation and execution risks are flagged as key things to watch.
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INSIGHT

GE Vernova's Core Mission

  • GE Vernova is a standalone energy company spun out of GE focusing on generation, transmission, and storage across the electric value chain.
  • The firm targets grid modernization and monetizing aging infrastructure at global scale.
INSIGHT

Electrification Is The Fastest-Growing Segment

  • Electrification is the fastest-growing segment (~25% of revenue) driven by transformers, switchgear, and grid digitalization.
  • Dave sees a long runway because GE Vernova can operate at scale in a fragmented market with urgent upgrade needs.
INSIGHT

Huge Electrification Backlog

  • GE Vernova reported approximately $26 billion equipment backlog in electrification, signaling multi-year revenue visibility.
  • That backlog materially exceeds current annual revenues, implying strong book-to-bill momentum.
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