Noesion Radarnoesion.ai
Market2026-08-04

Caterpillar reported record second-quarter 2026 sales and revenue of $20.5 billion, up 24% from $16.6 billion a year earlier, with results disclosed on an earnings call held the day before publication on Aug. 5, 2026. Power generation retail sales rose 72% year over year, which CEO and Chairman Joseph Creed attributed to demand for large generator sets and turbines used in data center applications; power and energy segment sales were $8.2 billion (up 17%) and construction $8.3 billion (up 35%), with North American construction sales up 50% to nearly $5.1 billion. Creed said power and energy customers are ordering through 2030, with about 59% of a $72 billion backlog due in the next 12 months, and that Caterpillar is restarting its 10-megawatt medium-speed gas reciprocating engine platform, discontinued in 2022, to add 1.5 gigawatts of capacity with shipments beginning in Q4.

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