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Scott Strazik
7 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.
GE Vernova’s $9bn Trench deal follows $29bn orders as power backlog reaches $197bn
GE Vernova reported a 27% increase in quarterly revenue and raised its 2026 guidance as electricity infrastructure demand accelerated. Its proposed $9 billion Trench Group acquisition expands high-voltage manufacturing capacity, but the purchase price, financing and late-2027 completion timetable introduce important risks.
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.
Wall Street reacts to GE Vernova’s $600m Proficy deal: Strategic masterstroke or growth gamble?
GE Vernova stock dips after Proficy Software sale to TPG for $600M. Find out what it means for the company’s electrification strategy and GEV shares.
GE Vernova commits nearly $600m to U.S. factory expansion amid rising energy demand
GE Vernova Inc. (NYSE: GEV) is making a significant move to strengthen its position as a global energy…
SunZia Wind Project : GE Vernova, Pattern Energy forge largest onshore wind turbine deal
GE Vernova’s Onshore Wind business (NYSE: GE) announced a groundbreaking deal with Pattern Energy to supply 674 of…
GE, Sumitomo to develop 1.8GW power plant in Sharjah, UAE
A consortium made up of GE, Sumitomo, Shikoku Electric Power and Sharjah Asset Management (SAM) have signed an…