Caterpillar releases transcript of 2Q 2026 earnings conference call

CAT•2026-08-04

Caterpillar’s 2Q 2026 earnings call transcript highlighted dealer retail trends; executives reviewed quarterly retail sales across Construction, Resource Industries, Power & Energy.
Total combined retail sales rose 25% in 2Q 2026, accelerating from 14% in 1Q 2026.
Power & Energy retail sales increased 33%, led by Power Generation up 72%; Oil & Gas rose 6% while Industrial fell 8%.
Construction Industries machine retail sales climbed 22% worldwide, driven by North America up 27% with EAME up 13% and Asia/Pacific up 8%.
Resource Industries machine retail sales rose 17%; Rail surged 272% while Mining, Heavy Construction, Quarry & Aggregates increased 15%.

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