GE Vernova Inc. (NYSE:GEV) CEO Scott Strazik disclosed at the Morgan Stanley Laguna Conference on September 16 that the company is accelerating its gas power capacity additions by 50% this year. The manufacturing expansion links directly to the company's expanding order book, with gas equipment backlog and slot reservation agreements projected to reach at least 125 GW by year-end 2026. Crucially, Strazik highlighted that this equipment ramp serves as the primary engine for high-margin aftermarket services, projecting contracted future services revenue to reach $100 billion by the end of 2027. This multi-decade tailwind reinforces GE Vernova's strong execution following a stellar Q2 2026 performance where revenue rose 22% to $11.
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