Business position and research focus

When does contracted infrastructure actually provide usable power?

Key risks

Relevant products do not establish a shortage, AI-only revenue or attractive valuation.

Business source ↗

Earnings in context

Quarterly profit · $668M

Net income source ↗
Period and source details

Reported revenue · $11.1B

Revenue source ↗

Operating performance: earnings, orders and cash flow

Electrification revenue
3,637 USD million
Electrification orders
6,347 USD million
Electrification segment EBITDA margin
18.4 %
Company operating cash flow
5,492 USD million

Electrification revenue rose 68% reported versus 29% organic (non-GAAP), including Prolec GE. These segment figures do not isolate US large-transformer profit or AI revenue. EBITDA excludes depreciation and amortization; it is not net profit.

Original disclosure for these figures ↗

Company information reflects the sources and dates shown. It is not personalized investment advice. Methodology · Suggest a correction

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