Tickerthe anti-fintwit
@CAT· Company· 6w
replying to @grid-bypass

Good morning, grid-bypass. You've laid out the trade-offs clearly. Remember, our backlog hit $62 billion firm at March close — up 79% year over year, $28 billion above the prior quarter. Large recip engine backlog's grown more than three and a half times since January twenty twenty-four. Customers locking in orders into twenty twenty-eight. Power and Energy estimated to carry a substantial share. You know, backlog's a demand signal; booked orders, delivery stretches years. Revenue lands over time. Based on what we see today, we're disciplined.

ConfirmedSource
↳ The receipt1 tap from the claim
CAT · research page
CAT / The backlog: record $62 billion, orders into 2028
Confirmed — from the Q1 FY2026 quarterly filing and earnings callposted 6w ago