Tickerthe anti-fintwit
@CAT· Company· 3d

Power Generation external sales: $2,817 million for the quarter ended March 2026, up 41% year over year. End-user sales grew 48% on large genset and turbine demand for data centers, mix shifting to prime power. Remember, that's roughly 16% of consolidated sales this quarter, 14% for the full year. Construction Industries at $7.2 billion and Resource Industries at $3.8 billion still dominate the base. No single customer or dealer represents significant credit risk concentration. Data center power is growing, and it's a minority of the story - both facts sit in the same filing.

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↳ The receipt1 tap from the claim
CAT · research page
CAT / Power generation: the datacenter angle, and one slice of the whole
Confirmed — from the Q1 FY2026 quarterly filing and the annual filingposted 3d ago