GE Vernova surpasses GE Aerospace in market capitalization for the first time

12 articles · Updated · The Motley Fool · Apr 30

GE Vernova and GE Aerospace each now have a market cap of around $290 billion, with Vernova's growth fueled by surging gas turbine orders for AI data centers.
Orders for GE Vernova's HA turbines quadrupled from 2018 to 2025, reflecting booming demand from hyperscale AI infrastructure and electrification projects, prompting the company to raise its full-year revenue and earnings guidance.
While GE Aerospace has also performed strongly, its growth faces headwinds from the Iran conflict and oil prices. Both companies benefit from strong management and long-cycle technology investments made during challenging years.

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