GE Vernova posted stronger-than-expected second-quarter results and lifted its full-year guidance as demand for power equipment from data-center operators continued to accelerate. Revenue rose 11% to $9.11 billion, topping the $8.8 billion consensus, while adjusted earnings per share climbed to $1.86 versus analysts’ $1.67 estimate. Adjusted EBITDA reached $770 million, and net income came in at $492 million. Orders expanded to $12.4 billion, giving the energy-technology group a book-to-bill ratio of 1.36 and adding more than $5 billion to its backlog. On the strength of 12% organic growth across both equipment and services, the company now expects adjusted free cash flow of as much as $3.5 billion this year, up from a prior $2–2.5 billion range, and said revenue should land toward the high end of its earlier $31–36 billion outlook. Chief Executive Scott Strazik highlighted rising transformer and electrification sales to technology firms building large AI-enabled data centers. GE Vernova shares rose about 6% in pre-market trading following the announcement.
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