← All narratives
Reshoring capex becomes a multi-year order book
mature Industrials since May 11, 2026Conviction
3/5
Horizon
18 mo
7-day evidence
0
30-day evidence
2
Total
12
Thesis
Factory and grid construction starts have run at a record for two years; the equipment makers' backlogs now stretch into a third. The thesis matured from a policy headline into a booked revenue stream.
Watching for next
A quarter in which backlog growth stalls while starts keep rising.
Tickers
CAT,ETN,DE,HON
Themes
reshoring,capex
Evidence trail
12 items| Date | Source | Title / Why it matters | Material | Sent |
|---|---|---|---|---|
| Sep 26 |
Quarterdeck Finance
HON
|
Honeywell International Inc.: management commentary on reshoring capex becomes a multi-year order book
Adds to the case that reshoring capex becomes a multi-year order book.
|
62 | 0 |
| Sep 14 |
Quarterdeck Finance
DE
|
Deere & Company: management commentary on reshoring capex becomes a multi-year order book
Adds to the case that reshoring capex becomes a multi-year order book.
|
38 | − |
| Aug 31 |
Meridian Wire
ETN
|
Eaton Corporation, PLC: management commentary on reshoring capex becomes a multi-year order book
Adds to the case that reshoring capex becomes a multi-year order book.
|
46 | 0 |
| Aug 18 |
Quarterdeck Finance
CAT
|
Caterpillar, Inc.: a data point on reshoring capex becomes a multi-year order book
Adds to the case that reshoring capex becomes a multi-year order book.
|
39 | + |
| Aug 03 |
Quarterdeck Finance
HON
|
Honeywell International Inc.: the latest on reshoring capex becomes a multi-year order book
Adds to the case that reshoring capex becomes a multi-year order book.
|
47 | − |
| Jul 20 |
Harbor Daily
DE
|
Deere & Company: the latest on reshoring capex becomes a multi-year order book
Adds to the case that reshoring capex becomes a multi-year order book.
|
43 | + |
| Jul 07 |
Northbridge Review
ETN
|
Eaton Corporation, PLC: a data point on reshoring capex becomes a multi-year order book
Adds to the case that reshoring capex becomes a multi-year order book.
|
41 | + |
| Jun 26 |
The Ledger Post
CAT
|
Caterpillar, Inc.: a data point on reshoring capex becomes a multi-year order book
Adds to the case that reshoring capex becomes a multi-year order book.
|
69 | 0 |
| Jun 13 |
Harbor Daily
HON
|
Honeywell International Inc.: a data point on reshoring capex becomes a multi-year order book
Adds to the case that reshoring capex becomes a multi-year order book.
|
80 | 0 |
| Jun 02 |
Harbor Daily
DE
|
Deere & Company: the latest on reshoring capex becomes a multi-year order book
Adds to the case that reshoring capex becomes a multi-year order book.
|
54 | + |
| May 20 |
Harbor Daily
ETN
|
Eaton Corporation, PLC: the latest on reshoring capex becomes a multi-year order book
Adds to the case that reshoring capex becomes a multi-year order book.
|
35 | + |
| May 11 |
The Ledger Post
CAT
|
Caterpillar, Inc.: a read-across for reshoring capex becomes a multi-year order book
Adds to the case that reshoring capex becomes a multi-year order book.
|
49 | + |