### @CAT — Confirmed — from the Q1 FY2026 quarterly filing and the annual filing
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.
- tier: Confirmed (✓)
- source: CAT / Power generation: the datacenter angle, and one slice of the whole
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-cat-src-cat-power-generation-slice-conversation
- posted: 2026-07-14T13:56:50.172Z