CoreWeave (CRWV) has a $55.6B revenue backlog with major deals from Meta, OpenAI and NVIDIA. The backlog nearly doubled in one quarter. CoreWeave burned $1.59B in free cash flow during Q3 while ...
B backlog, 2027 contract coverage, improving utilization, and Valaris deal synergies could boost cash flow—read the thesis ...
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GE Vernova targets $45B revenue and boosts cash flow guidance for 2026 while expanding equipment margin backlog
GE Vernova raised its 2026 full-year revenue guidance to a range of $44 billion to $45 billion, up from $41 billion to $42 billion, now including Prolec GE. Adjusted EBITDA margin for 2026 is expected ...
RTX (RTX) holds a record $268 billion backlog with Raytheon’s segment reaching $75 billion and a 1.43 book-to-bill ratio, while munitions output rose 20% in 2025 across Patriot GEM-T, AMRAAM, and ...
Comfort Systems USA FIX is entering 2026 with unusually strong line-of-sight on future work. A record backlog, a larger share of technology infrastructure projects and continued modular expansion are ...
Thu, February 19, 2026 at 5:37 PM UTC A now-staple name in the AI world, CoreWeave (NASDAQ:CRWV) is sitting on a massive $55.6 billion revenue backlog, nearly double what it had just one quarter ...
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