The Order Book

Every number here comes from a company’s own disclosures — earnings calls, releases, and filings — read through our research pipeline; the supporting line on each row is drawn from our research notes on that disclosure, not necessarily management’s verbatim words. Stated means management gave a book-to-bill ratio directly; computed means our pipeline divided disclosed orders by disclosed revenue for the same period — treat computed ratios as approximate, since orders and revenue aren’t always measured over identical windows. “Verified” means the underlying orders and revenue figures cross-checked against a second source in our pipeline; it is not a judgment about the business — a high book-to-bill can reflect one large, lumpy order as easily as broad-based demand. Coverage is partial: only 42 of 270 scanned companies disclose enough to compute a ratio — the rest are listed in the appendix below. Verify anything you act on against the original transcript or filing.