Siemens Energy

Company · GE · 2 documents

Key number

~$4 billion

Total 2025 electrical power solutions M&A transaction value. Baird p.3

Key number

~16 x

Average EV/EBITDA outcome of 2025 transactions. Baird p.3

Key number

16 GW

GE Vernova quarterly gross firm-backlog additions, third quarter. Research Square p.2

Electrical Power Solutions 2025 Review & 2026 Outlook

Report

BairdFebruary 202620 pages

Baird's 2025 electrical power solutions M&A metrics show ~$4 billion of total transaction value across 7 transactions.

Buying Capacity Before It Exists: Advance Payments and Supply Commitments in AI Infrastructure

Research paperResearch SquareNovember 202620 pages

GE Vernova's quarterly gross firm-backlog additions doubled from 8 to 16 GW between the first and third quarters of 2026, while new commitments fell from 21 to 11 GW.