GE Vernova Inc. (GEV) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for holding your conference will begin in five minutes. Thank you for your patience. Thank you for holding. Your conference is about to begin. Good day, ladies and gentlemen, and welcome to GE Vernova's second quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. My name is Liz, and I will be your conference coordinator today. If you experience issues with the webcast slides refreshing or there appears to be delays in the slide advancement, please hit F5 on your keyboard to refresh. As a reminder, this conference is being recorded. I would now like to turn the program over to your host for today's conference, Michael Lapides, Vice President of Investor Relations. Please proceed. Thank you. Welcome to GE Vernova's second quarter 2026 earnings call. I'm joined today by our CEO Scott Strazik and CFO Ken Parks. Our conference call remarks will include both GAAP and non-GAAP financial results. Reconciliations between GAAP and non-GAAP measures can be found in today's Form 10Q press release and the presentation slides. all of which are available on our website. Please note that unless otherwise specified, our year-over-year commentary or variances on orders, revenue, adjusted in segment, EBITDA, and margin discussed during our prepared remarks are on an organic basis, which includes the removal of the impact of our ProLect GE acquisition. We will make forward-looking statements about our performance. These statements are based on how we see things today. While we may elect to update these forward-looking statements at some point in the future, we do not undertake any obligation to do so. As described in our SEC filings, actual results may differ materially due to risks and uncertainties. With that, I'll hand the call ove...