Every power generation constraint hardened further. Large recip engine backlog grew 3.5x since January 2024, capacity target lifted from 2x to nearly 3x, and customer commitments now stretch into 2028.
Tessara post-call read · synthesized from the earnings-call transcriptreported Apr 30, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.