Vernova将收入预测提高到2028年的52B美元, 股息翻番, GE Vernova raised revenue forecast to $52B by 2028, doubled dividend, and boosted buybacks on strong AI and grid demand.

Vernova将其2028年的收入预测从450亿美元提高到520亿美元,理由是市场需求强劲,利润率提高,现在预计2026年的收入为41-420亿美元,自由现金流量预计为45-5亿美元。 GE Vernova raised its 2028 revenue forecast to $52 billion from $45 billion, citing strong market demand and improved margins, with 2026 revenue now expected at $41–$42 billion and free cash flow projected at $4.5–$5 billion. 该公司的季度红利翻了一番,达到每股0.50美元,将股票回购授权增加到100亿美元,并将经调整的EBITDA利润率前景提高到20%。 The company doubled its quarterly dividend to $0.50 per share, increased its share repurchase authorization to $10 billion, and raised its adjusted EBITDA margin outlook to 20%. 这些行动是紧锣密鼓的秩序活动、日益积压、电力生产和电气化业绩强劲、由AI和电网现代化需求不断增长所驱动的。 These moves follow robust order activity, a growing backlog, and strong performance in power generation and electrification, driven by rising demand from AI and grid modernization. 宣布后股票增加。 Shares rose after the announcement.