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GE Vernova(GEV)2026年第一季度业绩演示报告「NYSE」(英文版)(28页).pdf

上传人: Kell****reet 编号:1226776 2026-05-06 28页 8.11MB

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1、April 22,202611Q 2026Financial Results&Outlook 2026 GE Vernova and/or its affiliates.All rights reserved.GE and the GE Monogram are trademarks of General Electric Company used under trademark license 2026 GE Vernova and/or its affiliates.All rights reserved.2Caution concerning forward-looking statem

2、ents:Certain statements contained in this presentation may constitute“forward-looking statements”that involve risks and uncertainties.These statements by their nature address matters that are uncertain to different degrees.Forward-looking statements provide current expectations of future events base

3、d on certain assumptions and include any statement that does not directly relate to any historical or current fact.Words such as“anticipates,”“believes,”“will,”“expects,”“estimates,”“intends,”“guidance,”“outlook,”“plans,”“projects,”and similar expressions,may identify such forward-looking statements

4、.Any forward-looking statement in this presentation speaks only as of the date on which it is made.Although we believe that the forward-looking statements contained in this presentation are based on reasonable assumptions,you should be aware that many factors could affect our actual financial result

5、s,cash flows,or results of operations and could cause actual results to differ materially from those in such forward-looking statements.These factors may cause our actual future results to be materially different than those expressed in our forward-looking statements,and are more fully discussed in

6、our most recent Annual Report on Form 10-K and in any subsequent Quarterly Report on Form 10-Q of ours,including in the Risk Factors and Managements Discussion and Analysis of Financial Condition and Results of Operations sections included therein,as may be updated from time to time in our filings w

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1. **2026年Q1业绩强劲**:营收93.39亿美元(同比+7%),订单182.79亿美元(同比+71%),积压订单1632.76亿美元(同比+32%),自由现金流47.91亿美元(同比+391%)。 2. **业务板块表现**: - **电力**:营收49.71亿美元(+10%),EBITDA利润率16.3%(+500bps),积压订单424.4亿美元(+70%)。 - **电气化**:营收29.59亿美元(+29%),EBITDA利润率17.8%(+590bps),积压订单213.48亿美元(-4%)。 - **风电**:营收14.32亿美元(-25%),EBITDA亏损3.82亿美元(亏损率26.7%)。 3. **上调2026年指引**:营收445-455亿美元,调整后EBITDA利润率12%-14%,自由现金流65-75亿美元。 4. **战略重点**:通过精益运营、AI和机器人技术提升效率,加速电气化和电网现代化,推动可持续发展目标。
**GE Vernova增长动力?** **风电业务亏损原因?** **2026年利润指引上调?**
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