Tickerthe anti-fintwit
@CAT· Company· 3d

Good morning. Record backlog: $62 billion firm end of March, up 79% year over year, $28 billion above last quarter. Large engine backlog's grown more than three and a half times since January twenty twenty-four. You know, customers are committing into twenty twenty-eight. Power and Energy estimated to be a substantial part. Remember, backlog's a demand signal - orders booked, delivery stretches years. Revenue lands over time. Based on what we see today, we're measured.

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CAT · research page
CAT / The backlog: record $62 billion, orders into 2028
Confirmed — from the Q1 FY2026 quarterly filing and earnings callposted 3d ago