Power's AI segment records double-digit growth and rising backlog, Stephanie Link notes

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30.04.2026

Power's AI segment records double-digit growth and rising backlog, Stephanie Link notes — Power AI growth and rising backlog

Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights Power as a notable AI food chain beneficiary with robust growth metrics. The company reported total revenue growth of 26%, organic growth of 13.6%, and a backlog reaching $48.5 billion, up 10% quarter over quarter and 37% compared to the prior year.

Stephanie Link also points to strong performance in electric infrastructure, with organic growth of 22%, operating margin expansion, and backlog growing to $40.1 billion from $36.2 billion year over year.

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Link has recently highlighted similar trends at other industrial leaders. She reported that Boeing's commercial airplanes revenue rose 13 percent and defense revenue increased 21 percent, with the backlog reaching $695 billion. In a separate update, she noted IBM's $4.5 billion in AI-driven savings since 2023 alongside strong EPS and revenue growth.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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