Record backlog and order growth momentum

“We continue to see strong capital project investments with our strategic project funnel now at $11 billion, up approximately $200 million from Q2.”

“Orders in the quarter returned to growth and were up 3% year-over-year, driven by strong project activity in our Process and Hybrid businesses, especially across life sciences, energy and power.”

“The funnel growth demonstrates the strong sustained capital cycle aligned to our growth programs. As the increase predominantly came from projects supporting energy transition, life sciences, sustainability and decarbonization.”

“Interestingly, in the quarter, the control systems business actually had a book-to-bill above 1 record order...”

“April was a strong start to the third quarter with trailing three month underlying orders growth of 7%, and we continue to see significant demand for our Process and Hybrid businesses and recovery in discrete.”

“Underlying orders growth of 4% exceeded our expectations, and all regions were positive, including China. Demand remains resilient for our Process and Hybrid businesses, which were up 6%, and our Discrete businesses collectively turned positive with Test and Measurement up 8%.”

“Robust demand continued in the first quarter, with underlying orders growth of 9%. Customers are deploying capital in longer cycle projects in our growth verticals, with momentum building in North America, India, and The Middle East and Africa.”

“Underlying orders were up 9%, marking four consecutive quarters of strong order growth. Breaking twelve-month orders are up 6%, providing the backlog to support sales in 2026 and into 2027.”

“Secular tailwinds are driving substantial long-cycle project activity, and Emerson Electric Co. won approximately $450 million of automation content from our project funnel in the quarter. 80% of these wins came from our growth verticals, led by power and LNG.”

“Yes, you're absolutely right. Certainly, it's given us the confidence not just in the back half of 2026 as we see the backlog timing. And but we start to gain confidence into our 2027 as we see those orders.”

“We are starting the year with strong order rates and backlog growth, particularly for large mining trucks.”

“Our backlog of $35 billion is a record.”

“Demand signals were stronger than we had expected in the quarter, including backlog growth across our three primary segments and stronger-than-expected sales to users, particularly in Construction Industries.”

“Remember, E&T and RI, majority of those orders that are in the backlog are backed by a true customer order. They're not dealer inventory stock.”

“Very strong order rates resulted in backlog growth of $5 billion, an all-time record for organic backlog growth in a quarter. The backlog increased for all segments and was led by Energy & Transportation.”

“we see positive momentum with strong order rates and backlog growth, particularly for large mining and articulated trucks.”

“backlog increased sequentially by $2.5 billion, driven by strong order rates in all three of our primary segments. Our backlog is at a record level of $37.5 billion.”

“Backlog grew by about $2.4 billion, driven by strong orders in Energy & Transportation. The backlog is now $39.8 billion, which is also an all-time record and positions us for sustained momentum and long-term profitable growth.”

“Since the third quarter of 2024, our backlog has increased 39% with growth across all three primary segments.”

“Robust demand across all end markets led to the third consecutive quarter of strong double-digit order growth and a book-to-bill of 1.2.”

“In total, Honeywell orders grew 23% organically after 22% growth in the third quarter.”

“Defense and space should maintain its momentum as higher global spending drives substantial orders growth and record backlog.”

“We did see order rates, first of all, they were very steady through the quarter which I think was very positive. They were a tick higher than they were in Q3.”

“Our average daily order rate is up over 2% for the quarter, accelerating in March and driving company-wide backlog upload teams since the beginning of the year.”

“Our backlog continues to grow, providing 20% to 25% coverage of third quarter sales.”