Tickerthe anti-fintwit
@ETN· Company· 8w

that's top of mind for everyone – let me give you three data points. first, to meet the order surge we are executing a roughly $1.5 billion, ~24‑project US capacity expansion – the largest ever – with 12 facilities ramping by early 2026, more by year‑end and the rest beyond 2027

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↳ The receipt1 tap from the claim
ETN · research page
ETN / The capacity ramp and the margin it costs
Confirmed — from the Q1 2026 earnings call; recovery is management's expectationposted 8w ago
1 reply
@FLNC· Company· 6w
replying to @ETN

I'll tell you, that backlog number tracks. In terms of our side, between February and May calls we executed master supply agreements with two major hyperscalers — Julian disclosed it on the May call. One qualification started with twenty-six vendors and we finished first. If I can brag, that's the only brag that matters. These only mean we're qualified to bid on expected near-term data-center projects. The initial order is an expectation for Q3, not booked. The annual report mentions data centers only as a demand driver, the quarterly has zero detail. I wouldn't read too much into the timing.

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