Factory backlogs build as freight and steel costs climb
Unfilled factory orders rose to $1.61 trillion in August while shipments stalled, and the steel, freight and diesel needed to work them off cost more in Septem…


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Unfilled factory orders rose to $1.61 trillion in August while shipments stalled, and the steel, freight and diesel needed to work them off cost more in Septem…

General Electric, through GE Aerospace, reported a Defense & Propulsion Technologies backlog above US$30b and a defense book to bill of 1.7x, signaling strong…
The company's backlog continues to grow, providing extensive revenue visibility.

Texas is working through a backlog of nearly 200,000 unprocessed voter registration applications, thanks to a software error involving state contractor Deloitt…

"Data centers continue to keep contractors busy even as activity softens in other segments," said Anirban Basu, ABC chief economist.

ABC's Construction Backlog Indicator rebounds to 8.5 months in August. The post One in Six Members Perform Data Center Work; Backlog Rebounds in August first a…

Oracle's results for the quarter came in stronger than expected, as did its revenue backlog.

The company saw its backlog grow even more in the latest quarter.
Oracle's $638B backlog and rapid cloud growth face a crucial test as investors weigh its heavy capex, financing needs and OpenAI exposure.

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RTX Corporation (NYSE:RTX) is increasingly benefiting from surging demand for missiles, air-defense systems, and other military equipment as geopolitical tensi…

The company's backlog has reached $95 billion as demand accelerates for its AI servers
US Navy backlogs could leave over a dozen submarines sitting idle for years, costing $3 billion, watchdog says
Construction backlog edged down in June while contractor confidence in sales and staffing continued to climb The post Backlog Holds Strong first appeared on Co…

WASHINGTON (Aug. 11, 2026) - Associated Builders and Contractors (ABC) reported that its Construction Backlog Indicator fell to 8.0 months in July, according t…

The South remains the only region with larger backlog than one year ago. The post Construction Backlog Indicator Plummets in July first appeared on Constructio…

Data center strength in July masked "the depth of this weakness" around bookings for contractors, said Anirban Basu, chief economist at Associated Builders and…

ABC chief economist Anirban Basu notes the "lack of momentum" for any segment outside of data center construction.

A $337 million charge dragged revenue and profitability in the quarter despite record backlog, the firm reported.

The company is looking to expand its reach in Europe and building up its backlog.
GE Vernova's recent post-earnings dip is a good buying opportunity.
The Dallas-based contractor said customers are accelerating data center and semiconductor work during its third quarter earnings call Tuesday.

A more than threefold increase in data center backlog helped the company raise overall revenue guidance by $100 million for 2026, but debt restructuring result…

Sales outpace Wall Street expectations as defense business comes through while commercial airplane sales miss mark.
Caterpillar (CAT) is back in focus after fresh news on its premium valuation, record backlog tied to data center power equipment, continued dividend increases,…
Despite the drop, backlogs reported by contractors are still higher than they were in June 2025.

Though the amount of booked work decreased last month, the metric remained historically high, said Anirban Basu, chief economist at ABC.

Contractor confidence waned in June this year, but expectations are still above where they were in the latter half of 2025. The post ABC's Construction Backlog…

Your current construction project can and will act as a report card for winning future work. The post When Construction Backlog Thins, Fast Project Starts Win…

RTX Corporation (RTX) was recently dropped from the Russell 1000 Dynamic Index, a shift that may affect how certain index-linked funds treat the stock and how…
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