Monitor for the first purchase order expected by end of 2026 and subsequent order cadence in 2027, which will provide visibility into revenue conversion from this framework agreement. The long-dated delivery schedule (2028-2034) means near-term financial impact is limited.
Price Chart
Executive Summary
Baker Hughes announced a Power Frame Agreement with Venture Global and GE Vernova to supply gas turbines, steam turbines, and associated equipment for up to 16 power island units supporting LNG production and potential data center development. Deliveries are scheduled from 2028 through 2034, with the first purchase order expected by end of 2026. This is a long-term framework agreement with no stated dollar value, providing a repeatable model for behind-the-meter power generation.
Key Facts
- Power Frame Agreement with Venture Global and GE Vernova for up to 16 power island units
- Deliveries scheduled from 2028 through 2034
- First purchase order expected by end of 2026, additional orders anticipated beginning in 2027
- Builds on existing LNG power island architecture previously deployed by Baker Hughes for Venture Global
- No dollar value or financial terms disclosed in the release
Financial Impact
Undisclosed — no contract value or revenue impact stated
Risk Factors
- No financial terms disclosed — contract value and margin profile unknown
- Deliveries not scheduled until 2028, limiting near-term revenue contribution
- Execution risk on multi-year framework with 16 power island units
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3381773 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $57.25 | awaiting T+20 | — | $59.00 (+3.06%) |
Oct 27, 2026 today | Press Release | $57.30 | awaiting T+20 | — | $59.00 (+2.97%) |
Oct 27, 2026 today | Press Release | $58.97 | awaiting T+20 | — | $59.00 (+0.04%) |
Oct 27, 2026 today | Press Release | $58.72 | awaiting T+20 | — | $59.00 (+0.48%) |
Oct 21, 2026 6d ago | Institutional Cluster | $53.62 | awaiting T+20 | — | $59.00 (+10.03%) |
Oct 15, 2026 12d ago | Press Release | $54.40 | awaiting T+20 | — | $59.00 (+8.46%) |
Oct 5, 2026 22d ago | Press Release | $57.38 | awaiting T+20 | — | $59.00 (+2.82%) |
Sep 28, 2026 29d ago | Press Release | $57.12 $56.01 | ▼ −1.94% | ▼ −1.91% | $59.00 (+3.29%) |
Sep 13, 2026 6w ago | Press Release | $56.78 $56.18 | ▼ −1.06% | ▼ −3.32% | $59.00 (+3.91%) |
Sep 9, 2026 6w ago | 8-K | $63.64 $55.41 | ▼ −12.93% | ▼ −14.88% | $59.00 (−7.29%) |
US Market Status
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