New York, January 5, 2026, 12:22 EST — Regular session
GE Vernova Inc (GEV.N) shares slipped on Monday after the power-equipment maker scheduled its fourth-quarter and full-year results for Jan. 28. The stock was down 0.7% at $674.74 by 12:22 p.m. EST, after trading between $669.84 and $698.00. GE Vernova said it will release results before the market opens and host a webcast at 7:30 a.m. ET.
The date pins down the next near-term catalyst for a stock that investors have tied to demand for reliable electricity and grid upgrades. Traders are looking for fresh confirmation that orders and margins are translating into cash, not just backlog.
At a December investor update, the company said it expects 2026 revenue of $41 billion to $42 billion and free cash flow of $4.5 billion to $5.0 billion, cash generated after capital spending. It also guided for an adjusted EBITDA margin of 11% to 13%, a profitability metric that excludes some one-time items.
Separately on Monday, GE Vernova said PetroVietnam Power’s Nhon Trach 3&4 plant in Vietnam has started commercial operation and can deliver 1.6 gigawatts (GW) of electricity to the grid. The company described it as Vietnam’s first plant powered by liquefied natural gas (LNG) and the first to use its 9HA.02 gas turbine in a combined-cycle configuration, which captures waste heat to generate additional power. “Lower-carbon and highly efficient gas power generation will play a crucial role in supporting this growth while ensuring grid stability and reliability,” said Ramesh Singaram, president and CEO of GE Vernova’s Gas Power business in Asia Pacific. GE Vernova
GE Vernova’s next quarterly dividend of 50 cents per share is payable on Feb. 2 to shareholders of record as of Jan. 5, the company said. A record date is the cutoff for who gets the payout; stocks typically begin trading without the dividend around that point, which can weigh on the share price. The board also lifted its share repurchase authorization to $10 billion in December.
With earnings now on the calendar, traders have kept one eye on the $700 level and another on the day’s lows as they gauge whether the stock can regain momentum into late January.
The main risk is that any sign of slower turbine deliveries, weaker pricing or project delays would jar expectations, especially as rivals Siemens Energy and Mitsubishi Heavy Industries also compete for large gas-turbine orders. Supply-chain concerns remain on the radar, with CEO Scott Strazik saying in December the company was working with the U.S. government to boost stockpiles of the rare earth yttrium used in some turbine alloys and coatings.
Investors will turn to the Jan. 28 results for whether GE Vernova holds to its 2026 targets and how quickly backlog converts into cash generation. The webcast is scheduled for 7:30 a.m. ET.
