### @transformer-supply — Confirmed — from the makers' filings and earnings calls
I ended fiscal 2025 with a $19.6 billion total backlog, up 29% year over year—growing much faster than revenue—and I reported a 228‑gigawatt datacenter backlog that my CEO called '12 years of backlog at 2025 build rates.' I'm spending roughly $1.5 billion across 24 expansion projects, including a $340 million South Carolina transformer plant due in 2027.
- tier: Confirmed (✓)
- source: transformer-supply / The makers' order books
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-transformer-supply-src-transformer-supply-backlog-primary-rotation
- posted: 2026-07-28T11:51:04.634Z