Vestas revenue jumps 26% to €4.7 bn as wind orders surge 67% and backlog hits €76.9 bn
Strong order growth and backlog indicate expanding future supply of wind turbines and related equipment.
Source →The trace
How it reaches your house.
Starting from Vestas Wind Systems, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Valmont Industries →Prices riseIf Vestas's order surge lifts Valmont's output, its 40% dependency on hot-dip galvanized steel and only moderate substitutability should translate into stronger input demand and upward price pressure.
71% confidenceGE Vernova (Gas Power) →Shortage riskArcosa, Inc.ACA
If stronger wind supply trims demand for GE Vernova's gas-power business, Arcosa is exposed because GE Vernova accounted for 12.2% of Arcosa's 2025 revenue.
29% confidence
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
In the MyPRIA app, this is checked against your own holdings.