Earnings/Recap
CATCaterpillar Inc.

Earnings Recap — Q2 FY2026

CY Q3 2026 · Reported August 4, 2026 · Beat 4 of last 7 quarters

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What this means for the buildout

Caterpillar's record quarter underscores the AI infrastructure buildout's demand for power generation equipment, with power generation sales to users up 72% and backlog stretching to 2030. The company's capacity expansions, including restarting the 10-megawatt reciprocating engine platform and repurposing facilities, signal sustained investment to meet data center power demand. This strength in power generation, combined with construction demand from data center builds, positions Caterpillar as a key beneficiary of the physical infrastructure buildout.

Results vs consensus
EstimateActualvs est
Revenue$19.34B$20.54B+6.2%beat
EPS$6.22$8.17+31.4%beat
What was said

Caterpillar reported record Q2 sales and revenues of $20.5 billion, up 24% YoY, with adjusted EPS of $8.17, up 73%. All three primary segments grew sales to users, with Power & Energy up 33% (power generation up 72% on data center demand), Construction Industries up 22% for the sixth consecutive quarter, and Resource Industries up 17%. Backlog grew to $72 billion, up $9 billion sequentially, with all segments contributing. The company recognized $392 million in IEEPA tariff recoveries and incurred $400 million in other tariff costs, lower than the $700 million estimate. MP&E free cash flow was a record $5.1 billion, and the company returned $2.2 billion to shareholders.

Key metrics
Sales and Revenues
$20.5B
Up 24% YoY, first quarter ever above $20B
Adjusted EPS
$8.17
Up 73% YoY, beat consensus by $1.95
Backlog
$72B
Up $9B sequentially, up 92% YoY; 59% deliverable in next 12 months
Adjusted Operating Margin
21.9%
Up 430 bps YoY, better than expected on tariff recoveries
MP&E Free Cash Flow
$5.1B
Record quarterly FCF, up ~$2.8B YoY
Management outlook

Management raised full-year 2026 sales and revenues growth guidance to mid- to high-teens, up from low double-digit growth guided last quarter, driven by strong demand across all three primary segments and increased capacity throughput in the second half. They expect adjusted operating profit margin to be higher than previously guided, though excluding IEEPA tariff recoveries it would be near the bottom of the target range. MP&E free cash flow guidance was raised to the top half of the $6-15 billion target range. Management noted strong order rates, with Power & Energy customers placing orders as far out as 2030, and plans to bring 1.5 GW of 10-megawatt reciprocating engine capacity back online with shipments starting in Q4.

From the call

We continue to see strong momentum in our end markets despite ongoing uncertainty due to geopolitical events. We are increasing our full year 2026 sales and revenues expectations to mid- to high teens growth based on the healthy demand we are seeing across all 3 of our primary segments.

on Guidance raise

Power & Energy customers continue planning with us by sharing their long-term forecasts, and some are placing orders as far out as 2030.

on Backlog and demand visibility

We have constant discussions with our customers. And all I can tell you is what our discussions with them is no one is slowing down at the moment. In fact, if we can get more units out, they're asking us to give them more units.

on AI data center demand

What analysts asked

Is the 10-megawatt recip capacity part of the 65 GW target? Are you more or less confident on data center demand visibility through 2030?

The 10-megawatt unit was not included in the 65 GW target. Customers are not slowing down; they are asking for more units. Orders are coming in for 2029-2030, and oil and gas backlog is nearly 2x year-ago levels, so demand is broadening beyond data centers.

What is the composition of backlog growth—large chunky awards vs broad-based? And are incremental margins in Power & Energy sustainable?

Backlog growth was broad-based across all three segments. Power & Energy backlog is more extended, with growth in oil and gas and power generation, including large prime power orders. Incremental margins benefited from lower tariffs; expect some freight pressure but strong operating leverage.

Are you sold out for 2027-2028? How are you approaching gas recip prime demand and slot allocation?

Lead times are extended: gas prime into late 2028, turbines a bit further. We are protecting long-time oil and gas customers and working with customers to schedule deliveries. We have some flexibility to move schedules to maximize customer coverage.

Potential supply chain impact
PUMPProPetro's strategic framework agreement with Caterpillar for up to 2.1 GW of power generation capacity could see continued order flow given Caterpillar's strong backlog and capacity expansion.
GEVGE Vernova competes with Caterpillar in power generation; Caterpillar's strong demand and extended lead times could signal similar market tightness for GE Vernova's turbine products.
CMICummins competes with Caterpillar in reciprocating engines; Caterpillar's capacity expansion and backlog growth may pressure Cummins to invest similarly to capture data center power demand.
GNRCGenerac competes in generator sets; Caterpillar's strong power generation growth could indicate robust market demand, but also intensifying competition for large-scale projects.
BKRBaker Hughes competes in power generation equipment; Caterpillar's oil and gas backlog nearly doubling could signal strong gas compression demand, potentially benefiting Baker Hughes as well.
HPHelmerich & Payne uses Caterpillar engines in drilling equipment; Caterpillar's strong oil and gas demand could indicate continued activity for HP's drilling operations.