GE Vernova Eyes $200B Backlog Early in 2027 as Power Demand Surges
GE Vernova CEO Scott Strazik said at Morgan Stanley's Laguna Conference that the company expects to reach its previously stated $200 billion backlog target early in 2027, supported by continued demand for power-generation and electrification equipment.
Why it matters — This update signals sustained demand for GE Vernova's power and electrification products, which could support long-term visibility into its order book.