Strazik称2026年下半年高定价设备出货带来的电力板块利润率是推演2027年的合适起点。
可以肯定，今年下半年开始是我们出货更高定价设备的起点。它始于2024年下半年的订单，但也有周期更短的订单在贡献三四季度的出货结构。没有理由认为今年下半年不是推演2027年的合适起点。原文 (en)
Certainly, the second half of this year is the beginning of us starting to ship our better-priced equipment shipments. So -- and yes, it started with orders in the second half of '24, but there are orders that were shorter cycle than that, that are contributing to the 3Q, 4Q shipment profile that's helping. But there's no reason to think that the second half of this year isn't the right way to start to think about our projection into '27.