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Backlog by Segment
Measures the value of booked but unshipped orders for each segment, giving a forward look at revenue visibility and demand momentum. A rising backlog signals strong future sales and production planning strength; a large backlog can also indicate supply constraints or delivery risks.The series shows a reporting reclassification: individual segment backlog lines (AWP, MP) drop out after 2024‑09 while a consolidated Backlog emerges and jumps to $7.1B by Q1‑2026. That surge is merger‑driven and backed by strong Q1 bookings (109% book‑to‑bill), which supports management’s 2026 guidance, but conversion risk remains—extended Specialty Vehicles throughput, tariff/freight pressures and seasonality mean the backlog provides visibility, not immediate margin or cash‑flow certainty.
Date | Backlog | AWP | MP |
|---|---|---|---|
Jun 30, 2026 | $6.90B | $0.00 | $0.00 |
Mar 31, 2026 | $7.10B | $0.00 | $0.00 |
Dec 31, 2025 | $2.40B | $0.00 | $0.00 |
Sep 30, 2025 | $1.80B | $0.00 | $0.00 |
Jun 30, 2025 | $2.20B | $0.00 | $0.00 |
Mar 31, 2025 | $2.20B | $0.00 | $0.00 |
Dec 31, 2024 | $2.30B | $0.00 | $0.00 |
Sep 30, 2024 | $1.60B | $0.00 | $0.00 |
Jun 30, 2024 | $0.00 | $1.80B | $600.00M |
Mar 31, 2024 | $0.00 | $2.40B | $700.00M |