01Power & Energy sales were $8.238 billion in Q2 2026, an increase of $1.201 billion or 17 percent compared with Q2 2025The company anticipates growth in Power Generation for both reciprocating engines and turbines and turbine-related services, driven by increasing energy demand to support data center build-out related to cloud computing and generative AIPrime power demand continues to trend higher for turbines and turbine-related services and for reciprocating engine products and servicesThe order backlog at June 30, 2026 was approximately $72.1 billion, about $9.4 billion higher than Q1 2026, with the largest increase in Power & EnergyOf the total backlog, approximately $29.2 billion was not expected to be filled in the following twelve months
structural tailwinda reason to hold, not a barrier