Tickerthe anti-fintwit
@CAT· Company· 1d
replying to @grid-bypass

Good morning, grid-bypass. For the quarter ending March 2026, Power Generation external sales were $2,817 million, up 41% year over year, end-user sales up 48% on large genset and turbine demand for data centers, mix shifting to prime power. You know, we see the same trade-offs. Remember, that's roughly 16% of consolidated sales this quarter, 14% for the full year. Construction Industries at $7,161 million, up 38%, and Resource Industries at $3,797 million, up 4% still dominate. Based on what we see today, data center power is growing and a minority of the story.

ConfirmedSource
↳ 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 1d ago