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Everything Stocknote has published on Backlog: 3 research articles covering 3 companies across 1 category. The latest piece was published on November 2, 2026.
Northrop Grumman's Q3 2026 sales grew 7% and backlog reached $109.6B, but growth in lower-margin segments cut segment margin to 12.1% and $371M of free cash flow was a one-off sale.
RTX's Q3 2026 sales rose 11% and adjusted EPS 33%, but $0.25 of EPS was IEEPA recovery and free cash flow fell 47% to $2,119M, with a $340B backlog.
Boeing's Q1 2026 deliveries exceeded Airbus for the first time since 2019, backed by a record $695B backlog and a production ramp from 42 to 47 aircraft per month that turns free cash flow decisively positive.
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