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Unit Backlog
Represents the volume of pending orders, indicating future sales potential and supply chain efficiency.Backlog has retraced from its 2021–2022 highs and recently settled back into management’s stated “sweet spot,” which lowers short‑term order risk and underpins the upgraded guidance; however, conversion to revenue is being throttled by near‑term production capacity (one‑shift running) so upside is constrained until the new plant comes online. A sizable EV backlog supports long‑term alt‑power momentum, but near‑term EV deliveries will remain lumpy; MicroBird consolidation, DOE support and strong liquidity improve execution prospects even as tariffs and cost pressures pose risks.
Date | Unit Backlog |
|---|---|
Jun 27, 2026 | 4.86K |
Mar 28, 2026 | 3.60K |
Dec 27, 2025 | 3.40K |
Sep 27, 2025 | 3.07K |
Jun 28, 2025 | 3.90K |
Mar 29, 2025 | 4.90K |
Dec 28, 2024 | 4.39K |
Sep 28, 2024 | 4.85K |
Jun 29, 2024 | 5.22K |
Mar 30, 2024 | 5.90K |