Caterpillar Inc.

12 hours ago · fool.com

Order backlog reached a record $78 billion in the third quarter. Power generation sales to users grew 75% on data center demand.

2 days ago · seekingalpha.com

Caterpillar delivered strong Q3 2026 operational results, but shares dropped 29% since prior coverage due to valuation concerns and extended backlog conversion timelines. CAT's $78 billion backlog, driven by AI infrastructure demand, now stretches into 2029–2030, supporting robust revenue and margin expansion expectations. Consensus sees revenue growing 17.8% in FY2026 and 10.8% in FY2027, with EPS outpacing sales as scale boosts margins toward 21–25% at $100 billion revenue.

2 days ago · seekingalpha.com

Caterpillar reported its Q3, and the results showed strong growth in topline revenues of 17%. The rate of growth, however, was weaker than the 24% growth reported in the quarter prior. For a stock that is being richly priced on continued optimism over the AI-related infrastructure boom, the growth could be viewed by some as not good enough.

3 days ago · 247wallst.com

Caterpillar has shed nearly 40% from its 52-week high while sitting on a backlog that stretches into 2029, and two major Wall Street firms now see a historic opportunity forming in the rubble.

3 days ago · seekingalpha.com

Caterpillar (CAT) fell sharply post-earnings despite strong Q3 results, reflecting investor concerns over guidance and valuation. CAT's Power & Energy division, driven by data center demand, now outpaces Construction Industries, with a record $78B backlog up 96% YoY. Sequential backlog growth is decelerating as manufacturing capacity expands, and Q4 guidance remains unchanged, disappointing bullish expectations.

3 days ago · marketbeat.com

Caterpillar NYSE: CAT reported record third-quarter sales and a sharply higher backlog as demand remained strong across power generation, construction and resource industries, with the company maintaining its full-year outlook for mid- to high-teens revenue growth.

3 days ago · benzinga.com

U.S. stocks traded lower toward the end of trading, with the Dow Jones index falling more than 250 points on Thursday.

3 days ago · fool.com

Caterpillar's Q3 sales rose 17% to $20.7 billion as data center power demand lifted operating margin to 20.4%. Power generation sales climbed 30% to $3.4 billion, but the stock still fell about 8% after the company's quarterly report.

3 days ago · zacks.com

Caterpillar's Q3 earnings beat estimates as higher volume and pricing lifted sales 17.3%, expanded margins and drove record backlog to $78.1 billion.

3 days ago · seekingalpha.com

Caterpillar Inc. (CAT) Q3 2026 Earnings Call Transcript