CAT CATERPILLAR INC

BULLISH Impact: 7/10 8-K
Horizon days Filed Apr 30, 2026 Processed 1mo ago SEC 0000018230-26-000017
8-K Item 2.02: Earnings release
Latest settled — T+20d ⚠ clustered
CAT ▼ -1.71% at T+20d
LONG call ✗ call lost -1.71% · α vs SPY -6.94% · entry $890.07 → $874.81
Next anchor: T+60d in 7w
Last close $915.64 (close Jun 8) · +2.87% from $890.07 entry
Entry anchored
Apr 30, 2026
via day open
T+1d
-0.05%
call -0.05% · α -0.26%
$889.67
settled 6w ago
T+5d
+0.47%
call +0.47% · α -1.26%
$894.23
settled 5w ago
T+20d
-1.71%
call -1.71% · α -6.94%
$874.81
settled 12d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Caterpillar reported Q1 2026 results that significantly exceeded expectations, with revenue of $17.4B (+22% YoY) and GAAP EPS of $5.47 (+30% YoY), driven by strong volume growth in Construction Industries (+38%) and Power Energy (+22%), partially offset by tariff-related manufacturing cost headwinds and a 39% profit decline in Resource Industries. The company deployed $5.7B in buybacks and dividends in the quarter, and retail sales data showed continued momentum with total combined retail sales up 14% YoY.

Actionable Insight

The strong beat and accelerating top-line growth (22% YoY vs 18% in Q4 2025) confirm robust end-market demand, particularly in data center-related Power Generation (+48% retail) and North American Construction (+48% sales). However, the $710M tariff cost headwind and Resource Industries margin collapse (10.0% vs 17.0%) are material risks. Watch the earnings call for commentary on tariff mitigation and Q2 guidance; the record backlog provides a buffer but tariff escalation remains the key swing factor.

Key Facts

  • Q1 2026 sales and revenues of $17.4B, up 22% YoY from $14.2B
  • GAAP EPS of $5.47 vs $4.20 YoY, a 30% increase; adjusted EPS of $5.54 vs $4.25 YoY
  • Operating profit of $3.085B, up 20% YoY, driven by $940M profit impact from higher sales volume and $426M favorable price realization
  • Construction Industries sales surged 38% to $7.16B with segment profit up 50% to $1.535B
  • Power Energy sales up 22% to $7.03B, with Power Generation up 41% driven by data center demand
  • Resource Industries sales grew only 4% to $3.80B, with segment profit plunging 39% to $378M on tariff costs
  • Unfavorable manufacturing costs of $710M largely reflected higher tariff costs
  • Enterprise operating cash flow of $1.9B; ended Q1 with $4.1B cash
  • Deployed $5.0B for share repurchases and $0.7B for dividends in Q1
  • Total combined retail sales up 14% YoY in Q1 2026; Power Energy retail up 32%, Construction Industries up 7%, Resource Industries up 6%

Financial Impact

Revenue beat consensus by ~$1.0B (6.0%); EPS beat consensus by $0.83 (17.9%)

revenueepsoperating profitcash flow

Risk Factors

  • Tariff costs are accelerating — $710M in Q1 vs $1.03B in all of Q4 2025, with no sign of abatement
  • Resource Industries segment profit down 39% on tariff costs, signaling potential structural margin compression in mining/rail
  • Cash burn from buybacks ($5.0B in Q1) reduced cash from $10.0B to $4.1B, limiting financial flexibility
  • No formal guidance provided; forward-looking statements are qualitative only

Market Snapshot

Exchange
NYSE
Sector
Construction Machinery & Equip
Analyst Consensus
53% bullish (34 analysts)

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000018230-26-000017
Exhibit: ex992toformcat1q2026retail.htm0000018230-26-000017
Document: cat-20260430.htm0000018230-26-000017
Document: 0000018230-26-000017-index-headers.html0000018230-26-000017
Document: 0000018230-26-000017-index.html0000018230-26-000017
Document: 0000018230-26-000017.txt0000018230-26-000017
8-K Data (Synthetic)0000018230-26-000017
14 reports for CAT
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for CAT — sortable, filterable
Type Now
Jun 1, 2026
9d ago
ANALYST-DOWNGRADE
BEARISH ★ 5/10
$393.99 $390.48▲ +0.89%▲ +0.79%$915.64 (−132.40%)
May 15, 2026
25d ago
Insider Cluster
NEUTRAL ★ 2/10
$863.61 $907.78▲ +5.11%▲ +3.50%$915.64 (+6.03%)
May 6, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$926.61 $901.93▼ −2.66%▼ −3.83%$915.64 (−1.18%)
May 6, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$926.61 $901.93▼ −2.66%▼ −3.83%$915.64 (−1.18%)
May 4, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$874.80 $925.99▲ +5.85%▲ +2.92%$915.64 (+4.67%)
May 4, 2026
5w ago
Insider Cluster
NEUTRAL ★ 4/10
$874.80 $925.99▲ +5.85%▲ +2.92%$915.64 (+4.67%)
May 4, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$874.80 $925.99▲ +5.85%▲ +2.92%$915.64 (+4.67%)
May 4, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$874.80 $925.99▲ +5.85%▲ +2.92%$915.64 (+4.67%)
May 4, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$874.80 $925.99▲ +5.85%▲ +2.92%$915.64 (+4.67%)
May 1, 2026
5w ago
ANALYST-DOWNGRADE
BEARISH ★ 5/10
$393.99 $390.48▲ +0.89%▲ +0.79%$915.64 (−132.40%)
Showing 10 of 14

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