GEV vs VRT: AI Stock Comparison

GE Vernova Inc. vs Vertiv Holdings Co: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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$VRT scores higher on AI exposure (4/5 vs 2/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$GEV
GE Vernova Inc.
Gas turbines, grid equipment and wind.
$VRT 🏆
Vertiv Holdings Co
Data-center power, thermal and liquid-cooling infrastructure.
AI exposure score⚡⚡⚡⚡⚡ 2/5⚡⚡⚡⚡⚡ 4/5
Shares outstanding264.7M
as of 2026-09-30 · 10-Q cover page · SEC filing
385.1M
as of 2026-10-26 · 10-Q cover page · SEC filing
CategoryPower & coolingPower & cooling
Key metrics
Revenue (latest quarter) $12.64B
10-Q period ended 2026-09-30; +27% y/y · SEC filing
Gross margin 24.6%
Gross profit / revenue, same quarter · SEC filing
Operating income $1.39B
Same quarter; 11% operating margin · SEC filing
Revenue (latest quarter) $4.31B
10-Q period ended 2026-09-30; +61% y/y · SEC filing
Operating income $983.8M
Same quarter; 23% operating margin · SEC filing
Net income $764.5M
Same quarter · SEC filing
Next earningsNot yet announced / not on our calendarNot yet announced / not on our calendar
Next catalystNot yet announced / not on our calendarNot yet announced / not on our calendar
Upcoming catalystsNone trackedNone tracked
Most recent reported
Oct 28, 2026
GE Vernova Inc. reports quarterly results · source
Gas turbines and grid gear for data-center power demand. Revenue: $12.64B (+27% y/y), per 10-Q.
Oct 28, 2026
Vertiv Holdings, LLC reports quarterly results · source
Data-center power and liquid cooling; backlog is an AI build-out gauge. Revenue: $4.31B (+61% y/y), per 10-Q.
Key risks
  • “We may fail to compete successfully in the highly-competitive global markets in which we operate.” — 10-K risk factor (filed 2026-01-29) · source
  • “Changes in energy, environmental, and tax policies may reduce demand for our products and undermine project economics.” — 10-K risk factor (filed 2026-01-29) · source
  • “We rely on the continued growth of our customers’ critical infrastructure systems, in particular data center and communication infrastructure, to grow our business, operations and revenue…” — 10-K risk factor (filed 2026-02-13) · source
  • “Our current or future levels of indebtedness could adversely affect our financial condition and prevent us from making payments on our debt obligations.” — 10-K risk factor (filed 2026-02-13) · source
AI angle

GE Vernova's gas turbines and grid gear are in demand partly because of data-center power needs. AI is an indirect driver through electricity demand.

Vertiv sells UPS, power distribution and liquid cooling that high-density AI racks require. Its 10-K ties growth to data-center infrastructure expansion.

Full analysis: $GEV →Full analysis: $VRT →

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