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Scott Strazik GE Vernova · CEO
出处 ↗

Strazik称服务占比上升将继续推高利润率,设备和服务定价均在改善。

服务占设备比例上升将继续提升利润率,因为设备利润率在改善,我们也在提高服务订单的定价,服务利润率将继续扩大。
原文 (en) The services growing as a proportion of the equipment would continue to be accretive to margins because as much as the equipment margins are improving, and you can see that in really the beginning of this journey with our first quarter now of the better-priced equipment shipments, we also are pricing up the services book and the margins will continue to expand there

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Scott Strazik 近期的其他言论

出处 ↗

Strazik预计美国超过5.5万座输电变电站将在未来十年内被彻底重建或升级到更高电压,带来巨大的电网设备机会。

在未来十年内被彻底重建或升级到更高电压。
原文 (en) completely rebuilt or upgraded to higher voltages in the next decade.
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Strazik表示GE Vernova仍处于电力投资超级周期的早期阶段。

仍处于这轮电力投资超级周期的早期阶段。
原文 (en) still in the early stages of this electricity investment super cycle.
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GE Vernova CEO 表示公司已为委内瑞拉电网修复选定承包商并完成规划,但在预付款到账前不会开工。

在没有预先收到付款的情况下,我们不会在这样的环境中采取行动。
原文 (en) This is not an environment in which we are going to act without receiving payment upfront,
出处 ↗

Strazik 表示,Trench 的高压产品、执行力和客户关系是建设电力超级周期所需韧性电网的关键。

Trench 差异化的高压产品、出色的执行力和深厚的客户关系,是实现现代化、有韧性的电网、跟上电力超级周期的关键推动力。
原文 (en) Trench's differentiated high-voltage , strong execution and deep customer relationships are key enablers of the modernised, resilient grid required to keep pace with the electricity supercycle,
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Strazik 强调 Trench 利润率有提升作用,且拥有约 50 亿美元订单和框架协议,部分延续至下个十年。

具有提升利润率的财务特征,以及约 50 亿美元的积压订单和框架协议,其中一些延续到下个十年。
原文 (en) a margin-accretive financial profile and approximately $5 billion in backlog and framework agreements, some of which reach into the next decade