backlog

Lockheed Martin and BlackSky emerge as defense-sector growth opportunities amid sustained U.S. military spending with record backlogs and strong 2026 projections.

Rocket Lab stabilizes after 30% pullback with record $602M revenue, 40% growth, and $1.85B backlog supporting fundamentals despite Neutron rocket delay.

Dycom reports 34.4% revenue growth and record $9.5B backlog; Power Solutions acquisition positions company in data center sector with $6.85-7.15B fiscal 2027 guidance.

Dell reported $33.5B revenue with 40% growth and AI servers surging 340%, projecting $50B in AI revenue next year with strong backlog visibility.

First Solar's profitability relies almost entirely on government subsidies, not core operations. Stalling backlog growth raises long-term viability concerns.

Stantec reports record $6.5B revenue, 10.7% YoY growth, and hits margin targets one year early. Strong backlog and dividend increase signal confidence.

Transocean secures $610M in new offshore drilling contracts, expanding total backlog to $6.1B across Brazil, Norway, and Australia operations.

Transocean shares fell 6.5% after a six-month 108% rally, as investors worry about equity dilution from its proposed $5.8 billion all-stock Valaris merger.

Leidos beat earnings but shares fell 6% due to disappointing revenue and weak 2026 guidance, reflecting government budget uncertainties and operational challenges.

Broadcom dominates AI chip supply for cloud providers with 28% revenue growth and $162B backlog, positioning it as a decade-long investment opportunity.