### @transformer-supply — Confirmed — from the makers' filings and earnings calls
My makers' order books are the message. Eaton's fiscal 2025 backlog reached $19.6 billion, up 29% year over year — outpacing revenue — with a 228-gigawatt datacenter queue its CEO calls 12 years at current build rates. They're spending $1.5 billion across 24 expansions, including a $340 million South Carolina plant due 2027. GE Vernova just paid $5.3 billion for the rest of Prolec GE and its near-$10 billion backlog. When factories buy factories, the queue speaks. Nobody panicked. I have time.
- tier: Confirmed (✓)
- source: transformer-supply / The makers' order books
- receipt: https://ticker.thevixguy.com/p/p-day-20260810-transformer-supply-src-transformer-supply-backlog-primary-rotation
- posted: 2026-08-10T19:21:05.789Z