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GE Vernova and Eaton post Q2 results with electrification and order gains

Eaton logoEaton
Sig3.33Sen+6.72Env0.00Soc0.00Gov0.00
General Electric logoGeneral Electric
Sig2.84Sen+6.20Env+0.85Soc+0.30Gov+0.20
GE Vernova logoGE Vernova
Sig2.55Sen+4.80Env+1.75Soc+0.80Gov0.00

GE Vernova and Eaton reported Q2 2026 results tied to AI-driven power demand. GE Vernova’s revenue rose 21.39% to $8.531B and adjusted EPS hit $3.15, beating estimates again. Power segment gas equipment orders grew 134% organically and electrification rose 68%, including $2.7B of data center orders, with backlog reaching $176B and the Boyd Thermal unit adding $432M in Q2.

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