CAT · 8-K · 20260804PR000040
Mining and Rail Demand
CATERPILLAR INC · 2026-08-04 · Importance 59 · Surprise 48 · No source text
Resource Industries sales increased 20% to $4.648 billion, primarily because of higher equipment sales to end users. Mining, Heavy Construction and Quarry & Aggregates sales increased 22% to $3.685 billion. Rail sales increased 15% to $883 million, supported by higher international locomotive deliveries and increased rail services. External Resource Industries sales increased 21% to $4.568 billion.
Key facts
- Resource Industries total sales in second quarter 2026: $4,648 million, an increase of $762 million, or 20%, compared with $3,886 million in second quarter 2025. source
- Resource Industries Mining, Heavy Construction and Quarry & Aggregates sales in second quarter 2026: $3,685 million, a $661 million, 22% increase versus prior year. source
- Resource Industries Rail sales in second quarter 2026: $883 million, a $118 million, 15% increase versus prior year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +3.7% | Resource Industries total sales in second quarter 2026: $4,648 million, an increase of $762 million, or 20%, compared with $3,886 million… |
| revenue | positive | realized | +3.2% | Resource Industries Mining, Heavy Construction and Quarry & Aggregates sales in second quarter 2026: $3,685 million, a $661 million, 22%… |
| revenue | positive | realized | +0.6% | Resource Industries Rail sales in second quarter 2026: $883 million, a $118 million, 15% increase versus prior year. |