TPI COMPOSITES, INC
Customers
3
2 disclosed
Suppliers
0
None disclosed
Largest customer
—
No % disclosed
Named-customer revenue
—
No estimate available
Latest period
Dec 31, 2025
10-K filed 2026-03-25
Customers 3
Companies TPI COMPOSITES, INC discloses as major customers, as a share of TPI COMPOSITES, INC revenue. 2 active, 1 lapsed.
| Company | % of TPI COMPOSITES, INC revenue | Est. revenue | Period | Trend | Status | Source |
|---|---|---|---|---|---|---|
| GEV GE Vernova Inc. |
Named | — | FY 2025-12-31 | −0.7pp | Active | 10-K 2026-03-25 |
Moving forward, the Company expects to focus its core wind blade business on supporting its operations with a single customer, GE Vernova. Concentration of CustomersNet sales from certain customers (in thousands) in excess of 10 percent of our total consolidated net sales are as follows: Three Months Ended Nine Months Ended September 30, September 30, 2025 2024 2025 2024 Customer Net sales % of Total Net sales % of Total Net sales % of Total Net sales % of Total GE Vernova $ 124,942 53.3 % $ 140,014 54.0 % $ 380,316 53.4 % $ 334,801 50.4 % Vestas 104,606 44.6 94,875 36.6 321,824 45.2 241,794 36.4 Trade accounts receivable from certain customers in excess of 10 percent of our total consolidated trade accounts receivable are as follows: September 30, December 31, 2025 2024 Customer % of Total % of Total GE Vernova 56.4 % 30.5 % Vestas 27.9 21.4 Nordex 5.9 44.9 | ||||||
| Nordex Group Non-SEC Nordex Group |
Named | — | 3M 2017-03-31 | — | Lapsed Last seen 2017-03-31 |
10-Q 2017-05-08 |
Nordex Group 30.1 % 26.8 % | ||||||
| VWSYF VESTAS WIND SYSTEMS A/S |
Named | — | FY 2025-12-31 | — | Active | 10-K 2026-03-25 |
During the year ended December 31, 2025, we manufactured wind blades for our two primary customers, Vestas Wind Systems A/S (“Vestas”) and GE Vernova, Inc. (“GE Vernova”), which are some of the world’s largest wind turbine manufacturers. | ||||||
Unnamed major customers
Disclosed without names in the fiscal year ending 2018-12-31. Identities are not inferred.
Named as competitors
Companies this filer names as competitors.
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