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Backlog reached $163 billion, driven by an 80% increase in equipment backlog at significantly improved margins, with the $200 billion target pulled forward to 2027.

Gas Power momentum is fueled by global demand for electrons, with 20% of the 100 GW under contract explicitly supporting data center infrastructure.

Electrification segment growth is accelerating as the company transitions from selling individual components to providing integrated 'string of pearls' solutions across generation and grid software.

Operational improvements are being institutionalized through Lean Kaizen events, which management expects will drive over $100 million in future EBITDA through lower costs and better quality.

The company is deploying AI internally to automate demand forecasting and supply chain bidding, aiming to save tens of millions of dollars annually while freeing up manual labor.

Strategic capital allocation prioritized the $5.3 billion Prolec acquisition to scale transformer capacity, alongside $1.4 billion returned to shareholders in Q1.

Wind segment execution remains focused on internal discipline and commissioning major offshore projects like Dogger Bank, despite a soft U.S. onshore equipment market.

Full-year 2026 guidance was raised across revenue, EBITDA, and free cash flow, reflecting higher Electrification growth and Power margin expansion.

Gas Power equipment orders in 2026 are expected to be priced 10 to 20 points higher than Q4 2025 orders on a dollar-per-kW basis.

Production capacity for gas turbines is on track to reach 20 GW annualized output by March, with a target of 24 GW by 2028 through lean productivity and incremental investments.

Nuclear growth is centered on SMR commercialization, with the NRC expected to issue a construction license for the Clinch River project as soon as 2026.

Wind profitability is expected to be second-half weighted, as the majority of 2025 equipment orders were received later in that year, which drives higher Onshore turbine shipments in the second half of 2026.

Completed the $5.3 billion acquisition of the remaining 50% stake in Prolec, adding $5 billion in high-demand transformer backlog.

Recognized $4.5 billion in M&A-related gains, primarily from the Prolec transaction, which were excluded from adjusted EBITDA results.

Management noted a $250 million to $350 million net impact from tariffs in 2026, which is fully incorporated into current guidance.

Portfolio simplification continued with the sale of the manufacturing software business and other interests, generating approximately $900 million in pretax cash.

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Lead times are currently around three years, with approximately 10 GW of cumulative capacity remaining for 2029 and 2030.

Management expects to drive further productivity from 280 new machines and 1,800 new production workers added to factories over the last 15 months.

Q1 data center orders in Electrification exceeded the total for all of 2025, driven by substation equipment and new Energy Management System (EMS) wins.

The company is expanding its 'per gigawatt' entitlement by adding products like MV UPS stability blocks and solid-state transformers (SST) to its portfolio.

Management is iterating on 30 to 35 framework agreements with customers to secure five-year volume commitments at current market pricing.

No framework deals have closed yet as discussions have expanded to include broader Electrification and software scope, which elongates the negotiation process.

Unlike some competitors, GE Vernova intends to continue taking orders for 2031 and beyond, citing confidence in its supply chain and massive installed base.

The company views its large service book as a financial floor that provides the optionality to continue investing in new unit capacity.

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