CAT · News · 20260804N
Revenue Performance and Mix
CATERPILLAR INC · 2026-08-04 · Importance 59 · Surprise 48 · No source text
Caterpillar’s second-quarter 2026 sales and revenues increased 24% year over year to $20.5 billion, marking its first quarter above $20 billion. Construction Industries, Resource Industries, and Power & Energy all contributed to the increase, with Power & Energy sales reaching $8.2 billion. Demand for large engines, turbines, and power-generation equipment for AI data centers was a major contributor to the segment mix shift.
Key facts
- Second-quarter 2026 sales and revenues: $20.5 billion, up 24% year-over-year source
- Cat Financial second-quarter 2026 revenues: $991 million, up 10% year-over-year source
- Atlas Energy Solutions Inc.'s Q2 2026 revenue was an increase of 10.4% from Q1 2026. source
- Atlas Energy Solutions Inc. reported Q2 2026 revenue of $293.2 million. source
- This was Caterpillar's first quarter with revenue above $20 billion source
- Cat Financial second-quarter 2026 profit: $145 million, up 6% year-over-year source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +19.3% | Second-quarter 2026 sales and revenues: $20.5 billion, up 24% year-over-year |