GE Vernova Inc. (NYSE:GEV), the $291 billion power and grid business spun out of General Electric in 2024, reports second-quarter earnings Wednesday before the open, with analysts expecting $3.17 per share on revenue of $10.77 billion.

Kalshi has a market on which words CEO Scott Strazik and his team will say on the call.

What Kalshi Predicts Strazik Will Say

  • “Data Center” is at 97%. Data centers now account for roughly one-fifth of GE Vernova’s business, and Strazik reportedly expects that share to approach one-third.
  • “Nuclear” (94%), “Inflation” (89%) and “Tariff” (85%) round out the near-locks. Regulators may approve the first US construction permit for GE Vernova Hitachi’s small modular reactor design next month, with a hearing set for August 13.
  • “Robotic / Robotics” sits at 91%, an odd word for a turbine maker until you know the company is acquiring automation firm Robotech to put robots to work in its Schenectady and Charleroi factories. The deal is expected to close early this quarter, meaning traders may be betting Strazik announces it done on this very call.
  • “Vietnam / India” is at 78%. The company landed a turbine order for Vietnam’s 1.6-gigawatt Quang Trach II LNG plant last month, its third major Vietnam milestone this year, while its separately listed Indian grid unit rides that country’s electrification boom.
  • “Iran / Middle East” sits at 71%. Saudi Arabia is one of GE Vernova’s biggest growth markets, home to a Dammam turbine factory and reportedly its largest regional order for its flagship gas turbine, while the Iran ceasefire may reshape energy investment across the Gulf.

What Kalshi Predicts Strazik Will Skip

“Blade” sits at just 22%. A GE Vernova blade broke apart at the Vineyard Wind offshore project in 2024, washing debris onto Nantucket beaches, and the word has been toxic ever since.

Executives will likely discuss the struggling wind unit, which may lose $200 million to $300 million this quarter. Traders just don’t expect them to say “blade” while doing it.

“China” is at 21%, reflecting a company that sells relatively little into China, and “Oil” sits at 9%, a reminder that GE’s oil business left for Baker Hughes years ago.

Reading The Board

Traders expect Strazik to sell AI power demand, robot-built turbines and Asian expansion while stepping carefully around the division still burning cash.

The stock is up almost 60% this year, meaning a strong quarter is already priced in. A beat without a guidance raise may not send the stock higher.

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