V2X, Inc. has re-rated sharply, now trading near $72 after strong Q1 execution and backlog growth, but is fairly valued at current levels. VVX posted 23% revenue growth, a record $13.8B backlog, and ...

CEO Sanjiv Lamba opened by highlighting the contrasting economic environment, with "exuberant investment in AI and digital infrastructure" driving activity, while "traditional industrial markets like ...

Quanta posted a standout Q1 2026 with revenue up 26.3% year over year to $7.87 billion, beating estimates by over 11%, and backlog swelling 37.4% to $48.5 billion. Management raised full-year revenue ...

Crane continues to execute well, leveraging secular growth markets but faces valuation concerns after strong outperformance and weaker margin guidance. Recent results showed solid organic revenue ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. General Dynamics delivered a broad-based earnings beat ...

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 ...