Infrastructure and data centers · Starter · Independent

GE Vernova

Gas turbines and grid equipment.

88OVRAll-StarDraft · rated on 3 of 6

Ratings

GE Vernova's backlog stood at $176bn at the end of Q2 2026 with gas turbine slot reservations at 56 GW, and turbine slots are booked into 2030.

Dominance92draft
Clear leader of its row with a $176bn backlog at the end of Q2 2026 and gas turbine slot reservations at 56 GW.
sourced power-eng.com
Momentumunrated
The Atlas gives GE Vernova's backlog and slot reservations and no growth rate.
Leverage80draft
Turbine slots are booked into 2030, so buyers queue for its gas turbines.
sourced power-eng.com
Network base 50, judgment +30.
Durability86draft
Its named risk is whether on-site gas becomes the fast route around grid waits, a minor risk against a $176bn backlog.
sourced power-eng.com
Firepowerunrated
The Atlas states backlog for GE Vernova and no cash, raise, profit or spending commitment.
Deal Heatunrated
The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

Key figures

$176bnBacklog at end of Q2 2026 44 GWGas turbine backlog in Q1 2026 and slot reservations 56 GW

From the Atlas key figure: Backlog $176bn at end of Q2 2026. Gas turbine backlog 44 GW in Q1 2026 and slot reservations 56 GW. Source: power-eng.com.

TickerNYSE: GEV

ListedPublic

HQCambridge, Massachusetts

CEOScott Strazik

Profile

Gas turbines and grid equipment.

Infrastructure and data centers · Power and cooling · Starter

Key figure Backlog $176bn at end of Q2 2026. Gas turbine backlog 44 GW in Q1 2026 and slot reservations 56 GW.

Why it leads Turbine slots are booked into 2030, so buyers queue for it.

What could change it Whether on-site gas becomes the fast route around grid waits.

sourced power-eng.com

Connections

The Atlas draws no relationships for this company yet.

See GE Vernova and its connections on the map →

Sector standing

No. 3 of 32 rated in Infrastructure and data centers

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: commons.wikimedia.org. Wikimedia Commons: public domain, with a trademark restriction. The mark is a trademark of its owner.