One entry point for how analysts expect corporate demand and investment to evolve. CapEx, Revenue, Backlog, RPO and Orders use a shared calendarization and matched-base framework while preserving the economic definition of each metric.
Forward capital-spending plans across MSCI ACWI, with matched-base YoY, sector, Industry, country and custom-basket views.
The same point-in-time universe and calendarization framework applied to forward revenue expectations and matched-base growth.
Industry-focused backlog stocks, remaining performance obligations and order-intake flows, organized by metric family and Sector.
Calendarized 12M→24M aggregate growth. Financials remains visible as a standalone diagnostic; matched-base headline signals in both live modules exclude it.
| Sector | CapEx growth | Revenue growth | CapEx coverage | Revenue coverage |
|---|---|---|---|---|
| Communication Services | 14.6% | 11.2% | 98.3% | 98.3% |
| Consumer Discretionary | 3.1% | 7.4% | 95.0% | 96.8% |
| Consumer Staples | 1.5% | 4.5% | 98.1% | 98.8% |
| Energy | -1.6% | -1.4% | 96.9% | 99.0% |
| Financials | 0.8% | 6.1% | 25.3% | 91.8% |
| Health Care | 0.9% | 5.9% | 95.7% | 96.8% |
| Industrials | 2.2% | 6.9% | 96.7% | 99.0% |
| Information Technology | 10.5% | 19.4% | 94.8% | 96.6% |
| Materials | -4.1% | 3.2% | 96.5% | 98.2% |
| Real Estate | -1.1% | 4.7% | 93.4% | 97.8% |
| Utilities | 3.0% | 3.9% | 97.0% | 97.7% |
Backlog and RPO are stocks; orders received is a flow. They share one navigation shell but are never blended into a single aggregate.
| Metric | Type | Latest YoY | Z-score | Matched | Industries |
|---|---|---|---|---|---|
| Backlog | backlog stock | 16.3% | +0.32σ | 40 | 5 |
| RPO | rpo stock | 73.7% | +1.47σ | 21 | 2 |
| Orders | orders flow | 22.4% | +1.55σ | 46 | 5 |