#backlog-growth

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Business
from24/7 Wall St.
2 days ago

Centuri's Backlog Is Booming, But Its Debt and Valuation Still Loom Large

Centuri Holdings reported over $870 million in new commercial awards and a significant backlog growth, while improving its debt situation.
Business intelligence
from24/7 Wall St.
1 week ago

3 Under-the-Radar Defense Stocks Quietly Beating the Market

Three defense and aerospace companies outperform the S&P 500 in 2026 through strong backlog growth, AI capabilities, and government contracts despite near-term revenue pressures.
from24/7 Wall St.
1 week ago

Jim Cramer: I like GE Vernova very much, they should split it

Electrification generated about $5 billion in revenue in '22, and we now expect that number to be $13.5 billion to $14 billion in '26, and we are just getting started. Total backlog hit a record $150 billion at year-end 2025. That's not a quarterly number, that's a multi-year revenue runway already locked in.
Silicon Valley
Business
from24/7 Wall St.
1 month ago

Live: Comfort Systems Reports Earnings Tonight After 65% Rally

Comfort Systems must deliver earnings well above $6.75 to justify recent share gains and sustain momentum driven by data center and industrial demand.
Business
from24/7 Wall St.
1 month ago

Comfort Systems is One of the S&P 500's Top Performers in 2026

Comfort Systems' rapid transformation into an AI-infrastructure HVAC provider, driven by data-center demand and record backlog, has propelled its stock to elevated valuations.
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