HV breakers
Reported lead time for new orders, from public filings and reporting. This is the equipment dataset, kept separate from the campus dataset; the campus pages show what tracked campuses actually took.
Reported lead time
29 mo · Tight · trend ▲ longer than the previous observation · ◐ secondary source · data 2025H2
125 weeks — High-voltage circuit breakers (Wood Mackenzie analyst) (Reuters reprint (AJOT))
Confidence: high.
By year (a year shows a value only when it was observed in that year or the one before)
| Year | Months | Data date | Source |
|---|---|---|---|
| 2023 | 18 mo | 2023 | ◐ secondary source |
| 2024 | 18 mo | 2023 | ◐ secondary source |
| 2025 | 29 mo | 2025H2 | ◐ secondary source |
| 2026 | 29 mo | 2025H2 | ◐ secondary source |
Observations on record
| Period | Metric | Value | Note | Source |
|---|---|---|---|---|
| 2023 | lead time weeks hv breaker | 77 weeks | High-voltage circuit breakers (Wood Mackenzie analyst) | ◐ Reuters reprint (AJOT) |
| 2025H2 | lead time weeks hv breaker | 125 weeks | High-voltage circuit breakers (Wood Mackenzie analyst) | ◐ Reuters reprint (AJOT) |
| 2026Q2 | backlog eur bn siemens grid | 51 EUR_bn | Siemens Energy Grid Technologies backlog (segment includes more than breakers/GIS) | ◐ Siemens Energy earnings coverage |
| 2026Q2 | orders eur bn siemens grid | 5.4 EUR_bn | Siemens Energy Grid Technologies quarterly orders (+28% YoY) | ◐ Siemens Energy earnings coverage |
Sources
- ◐ Reuters reprint (AJOT) · secondary, confidence high · latest 2025H2
lead_time_weeks_hv_breaker 2023; lead_time_weeks_hv_breaker 2025H2 - ◐ Siemens Energy earnings coverage · secondary, confidence high · latest 2026Q2
backlog_eur_bn_siemens_grid 2026Q2; orders_eur_bn_siemens_grid 2026Q2
Source tiers: ● primary (filings, operator documents) · ◐ secondary (reporting that quotes a primary party) · ○ tertiary (aggregators, market reports of unknown method).