Thu, March 12, 2026 at 2:16 PM UTC A $268 billion backlog sounds like a guaranteed growth story. For RTX, it is more complicated than that, because converting those orders into cash depends on ...
CEO Sanjiv Lamba opened by highlighting the contrasting economic environment, with "exuberant investment in AI and digital infrastructure" driving activity, while "traditional industrial markets like ...
Thu, February 19, 2026 at 5:37 PM UTC A now-staple name in the AI world, CoreWeave (NASDAQ:CRWV) is sitting on a massive $55.6 billion revenue backlog, nearly double what it had just one quarter ...
The company raised and narrowed its full-year adjusted EPS guidance to $5.75 to $5.95, up from $5.50 to $5.80 previously, citing backlog, execution, and year-to-date performance. Mitchell said, “as we ...
CEO Sanjiv Lamba highlighted that "EPS of $4.09 and operating margin of 30.1%, both represent all-time quarterly highs, against the backdrop of a challenging macro environment." He noted operating ...
Comfort Systems USA FIX is entering 2026 with unusually strong line-of-sight on future work. A record backlog, a larger share of technology infrastructure projects and continued modular expansion are ...