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GE Vernova Inc. (GEV) 在伯恩斯坦第42屆年度戰略決策會議上發表演講文字記錄
2026-05-28 · via All Articles on Seeking Alpha

GE Vernova Inc. (GEV) 伯斯坦納 42 屆年度戰略決策會議 2026年5月27日 上午8:00 EDT

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史考特·史特拉茲克 - 執行長、總裁 &董事

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蘇奈娜·奧卡拉恩

演講

蘇奈娜·奧卡拉恩

大家早上好。我的名字是 Sunaina Ocalan,我將在 Bernstein 擔任能源與能源轉型相關工作。今天很高興與 Scott Strazik 共同開啟這場會議,他是 GE Vernova 的 CEO。Scott,謝謝你來這裡。我想在你們進入 Q&A 之前,你或許想發表一些看法。&A.

Scott Strazik
CEO、總裁 & 導演

當然。Sunaina,謝謝你,以及大家,謝謝你們來這裡,無論是實地還是虛擬。在開始之前,我想強調一下,在通用電氣Vernova內部,我們目前正在非常努力地實現我們的潛力,以及我們擁有這難得機會來為世界電氣化。對我們而言,這一切真正始於我們的既有設施。我們每天產生全球25%的電力。這約佔美國每天50%的電力。超過7,000台燃氣渦輪機,超過59,000台風力渦輪機,超過60座核電廠以及相關的電力設備。

我們有一筆87亿美元的服務積欠,到2027年將產生約20億美元的服務收入。而當你比較我們設備業務目前的情況,我們有一筆76亿美元的設備積欠。自從我們在2024年4月從通用電氣分拆以來,這筆積欠已增長了80%。而在我們執行這筆76亿美元的設備積欠時,這將驅動更大規模的安裝基礎,為我們帶來更大規模且更有利潤的服務業務,進入下一個十年。

所以我來為設備增長提供一些背景資訊