MSCI ACWI · point-in-time membership · 15-year monthly history

Backlog, RPO & Orders Cycle

A single forward-demand workspace organized by metric family and Sector. Backlog and RPO are point-in-time stocks; orders received is a flow. Each is aggregated and standardized separately.

How to read this dashboard. Every YoY series uses the exact intersection of covered security IDs at both dates. Industries require at least 3 latest matched names and more than 24 valid monthly YoY observations (25 minimum). Panels with 3–4 matched names are labelled Thin; panels with at least 5 are labelled Core. Low name coverage and concentration remain visible rather than being hidden.
backlog stock

Order backlog

Point-in-time order-book stock expected to convert into revenue.

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Order backlog overall YoY and z-score
Industrials4 eligible Industries
Covered-sector aggregate
Order backlog Industrials aggregate

Machinery

Core
YoY +17.5% · +0.48σ · 16 matched · 19.5% latest coverage · 93 valid months
Order backlog Machinery YoY and z-score
Back to IndustrialsBack to BacklogBack to top

Aerospace & Defense

Core
YoY +9.9% · -0.56σ · 9 matched · 44.4% latest coverage · 60 valid months
Order backlog Aerospace & Defense YoY and z-score
Back to IndustrialsBack to BacklogBack to top

Electrical Equipment

CoreConcentrated
YoY +37.2% · +1.33σ · 7 matched · 13.8% latest coverage · 53 valid months
Order backlog Electrical Equipment YoY and z-score
Back to IndustrialsBack to BacklogBack to top

Construction & Engineering

Thin
YoY +6.7% · -0.39σ · 4 matched · 25.0% latest coverage · 66 valid months
Order backlog Construction & Engineering YoY and z-score
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Information Technology1 eligible Industries
Covered-sector aggregate
Order backlog Information Technology aggregate

Software

ThinConcentrated
YoY +11.5% · -3.09σ · 4 matched · 7.0% latest coverage · 45 valid months
Order backlog Software YoY and z-score
Back to Information TechnologyBack to BacklogBack to top
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Planned Industries not published
IndustrySectorMatched namesValid monthsReason
Semiconductors & Semiconductor EquipmentInformation Technology323valid YoY months < 25
IT ServicesInformation Technology022matched names < 3; valid YoY months < 25
rpo stock

Remaining performance obligations

Contracted performance obligations not yet recognized as revenue.

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Remaining performance obligations overall YoY and z-score
Information Technology2 eligible Industries
Covered-sector aggregate
Remaining performance obligations Information Technology aggregate

Software

CoreConcentrated
YoY +74.4% · +1.46σ · 17 matched · 31.6% latest coverage · 65 valid months
Remaining performance obligations Software YoY and z-score
Back to Information TechnologyBack to RPOBack to top

IT Services

ThinConcentrated
YoY +38.3% · +1.53σ · 4 matched · 15.2% latest coverage · 53 valid months
Remaining performance obligations IT Services YoY and z-score
Back to Information TechnologyBack to RPOBack to top
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orders flow

Orders received

Forward annual order-intake flow; it is not a backlog stock.

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Orders received overall YoY and z-score
Industrials4 eligible Industries
Covered-sector aggregate
Orders received Industrials aggregate

Machinery

Core
YoY +11.2% · +0.48σ · 23 matched · 31.7% latest coverage · 97 valid months
Orders received Machinery YoY and z-score
Back to IndustrialsBack to OrdersBack to top

Aerospace & Defense

Core
YoY +20.0% · +0.13σ · 8 matched · 24.4% latest coverage · 56 valid months
Orders received Aerospace & Defense YoY and z-score
Back to IndustrialsBack to OrdersBack to top

Electrical Equipment

Core
YoY +31.1% · +1.34σ · 6 matched · 10.8% latest coverage · 86 valid months
Orders received Electrical Equipment YoY and z-score
Back to IndustrialsBack to OrdersBack to top

Construction & Engineering

Core
YoY +30.7% · +1.86σ · 5 matched · 28.1% latest coverage · 72 valid months
Orders received Construction & Engineering YoY and z-score
Back to IndustrialsBack to OrdersBack to top
Back to metricBack to top
Information Technology1 eligible Industries
Covered-sector aggregate
Orders received Information Technology aggregate

Semiconductors & Semiconductor Equipment

ThinConcentrated
YoY +42.1% · +1.51σ · 4 matched · 3.7% latest coverage · 52 valid months
Orders received Semiconductors & Semiconductor Equipment YoY and z-score
Back to Information TechnologyBack to OrdersBack to top
Back to metricBack to top
Planned Industries not published
IndustrySectorMatched namesValid monthsReason
IT ServicesInformation Technology112matched names < 3; valid YoY months < 25
Method. Bloomberg FY1–FY3 consensus fields are requested in USD and calendarized into constant 12M and 24M horizons. Values are normalized to USD millions. Non-positive observations and isolated reverting scale anomalies are excluded; persistent changes remain. Sector aggregates contain only eligible Industry panels for that metric. Current Bloomberg GICS classifications are backcast over point-in-time ACWI membership. RPO, order backlog and orders received are never summed together or converted into a shared composite signal. Z-scores use a trailing 60-month window with at least 24 observations.

Source extraction. 15 years monthly · USD · built 2026-07-15T07:17:05+00:00.