GE Vernova Q4 Earnings Call Highlights

Looking ahead, Strazik said the company expects to reach approximately 100 GW under contract in 2026, assuming “high teens” GW of shipments and more than 30 GW of new contracts. In the Q&A, he said pricing in SRAs is running “another 10–20 points” higher than existing backlog pricing and suggested the mix could shift toward a larger proportion of firm orders in 2026.Management emphasized accelerating demand and pricing for gas equipment and services. Strazik said GE Vernova signed an incremental 6 GW of new ...