Browsing Tag
Ken Parks
2 posts
GE Vernova (NYSE: GEV) bets $9bn on Trench. Can the returns justify it?
GE Vernova is buying high-voltage equipment specialist Trench Group for US$9 billion while reporting record orders and upgrading its cash-flow guidance. But the acquisition price represents 13 times projected 2028 adjusted EBITDA, raising an important question about how much of the electricity infrastructure boom is already reflected in the deal.
GEV stock near all-time high as GE Vernova reports $18.3bn in Q1 orders and lifts full-year outlook
GE Vernova (NYSE: GEV) raises 2026 guidance after Q1 orders of $18.3B, $163B backlog, and record free cash flow. Read the full executive analysis.