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High materiality9/10

GE Vernova: 2026 pricing up ~50%, backlog targets rise to 130 GW

Oct 28, 2026, 12:34 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Backlog expansion, 50% per-kW pricing uplift, and improved EBITDA margin imply higher earnings trajectory and FCF, offset by near-term delivery tightness.

AI summary

What happened, with direct paths to the underlying reporting

GE Vernova’s Q3 highlights stronger pricing power in gas turbines, with 2026 order pricing per kilowatt expected to rise about 50% vs 2025. Backlog and slot reservations total 122 GW, targeting at least 130 GW by year-end 2026, supported by 11 GW of orders and 5 GW shipped in Q3. Higher pricing improves margins and free cash flow, even as near-term delivery tightness persists and 2032 delivery slots are already booked.

  • GE Vernova expects 2026 gas equipment order pricing per kW ~50% higher than 2025.
  • Backlog plus slot reservations rise to 122 GW; target exit 2026 with ≥130 GW.
  • Q3: 11 GW gas-turbine orders, 5 GW shipments; 100 customers across 25 countries.
  • Delivery slots for 2032 sold, signaling long-duration demand beyond AI cycle.
  • Power segment revenue +25%; EBITDA margin 21.4%; total backlog ~ $197B; guidance raised.

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