---
title: "卡特彼勒因季度銷售額首次突破 200 億美元而大放異彩，這得益於 AI 數據中心的繁榮"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/294818271.md"
description: "卡特彼勒的股票在盤前交易中上漲近 8%，此前該公司報告了創紀錄的第二季度收入為 205.4 億美元，同比增長 24%，這一增長得益於與人工智能數據中心建設和回流相關的重型機械和電力行業的強勁需求。營業收入躍升 51% 至 42.1 億美元，超出預期。首席執行官喬·克里德強調了這一歷史性里程碑，指出儘管近期股票波動，但各個業務部門的勢頭正在擴大"
datetime: "2026-08-04T11:46:43.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294818271.md)
  - [en](https://longbridge.com/en/news/294818271.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294818271.md)
generator: "portal-rs"
---

# 卡特彼勒因季度銷售額首次突破 200 億美元而大放異彩，這得益於 AI 數據中心的繁榮

Caterpillar shares jumped in pre-market trading after reporting a second-quarter beat, driven by strong growth in its heavy machinery, power and energy business amid the data center buildout, reshoring, and other activities reindustrializing the nation under the Trump administration.

Revenue soared 24% from one year ago to $20.54 billion, exceeding the $19.01 billion Bloomberg consensus estimate. Machinery, power and energy revenue climbed 25% to $19.58 billion, while operating income surged 51% to $4.21 billion, well above the $3.5 billion estimate.

Financial Products operating income rose 24% to $263 million, beating Wall Street expectations, though the segment's $962 million in revenue missed forecasts. Research and development spending increased 12% to $616 million.

Here's a snapshot of Caterpillar's second-quarter results, courtesy of Bloomberg:

> *Revenue $20.54 billion, +24% y/y, estimate $19.01 billion (Bloomberg Consensus)*
> 
> -   *Financial segment revenue $962 million, +7.5% y/y, estimate $982.8 million*
> -   *Machinery, Power & Energy revenue $19.58 billion, +25% y/y, estimate $18.13 billion*
> -   *Machinery, Power & Energy operating income $4.21 billion, +51% y/y, estimate $3.5 billion*
> -   *Financial Products operating income $263 million, +24% y/y, estimate $248.1 million*
> 
> *R&D expenses $616 million, +12% y/y, estimate $602.5 million*

*"This is the first time in company history that we have generated over $20 billion in sales and revenues in a single quarter," Caterpillar CEO Joe Creed wrote in a statement.*

**

*Creed continued, "This milestone underscores both the essential work our customers do every day and the dedication of Caterpillar employees worldwide to solving our customers' toughest challenges. Strong order rates and a growing backlog reflect broadening momentum across all three of our primary segments."*

Caterpillar shares surged nearly 8% in premarket trading, suggesting the company cleared the high bar set by investors. This morning's surge follows a 23% decline last month, the stock's worst performance since 2009, as concerns about data-center spending fueled a broader selloff across power-equipment companies.

Last week, Michael Burry announced we shorted Caterpillar for the first time ...

> \*MICHAEL BURRY SAYS HE SHORTED CATERPILLAR FOR THE FIRST TIME
> 
> \*BURRY SAYS HE SHORTED TESLA, NVIDIA AND APPLIED MATERIALS
> 
> — zerohedge (@zerohedge) June 30, 2026

Read the note where Morgan Stanley expects $1 trillion hyperscaler capex this year.

### 相關股票

- [CAT.US](https://longbridge.com/zh-HK/quote/CAT.US.md)
- [CATG.US](https://longbridge.com/zh-HK/quote/CATG.US.md)
- [TSLA.US](https://longbridge.com/zh-HK/quote/TSLA.US.md)
- [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [AMAT.US](https://longbridge.com/zh-HK/quote/AMAT.US.md)
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- [MS-O.US](https://longbridge.com/zh-HK/quote/MS-O.US.md)
- [MS-Q.US](https://longbridge.com/zh-HK/quote/MS-Q.US.md)
- [MS-E.US](https://longbridge.com/zh-HK/quote/MS-E.US.md)
- [MS-I.US](https://longbridge.com/zh-HK/quote/MS-I.US.md)
- [MS-L.US](https://longbridge.com/zh-HK/quote/MS-L.US.md)
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- [MS-A.US](https://longbridge.com/zh-HK/quote/MS-A.US.md)
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- [MS-K.US](https://longbridge.com/zh-HK/quote/MS-K.US.md)

## 相關資訊與研究

- [Insight Guru 警告稱，如果數據中心的電力需求減弱，卡特彼勒可能面臨風險，因為其股價已經反映出 17.4% 的增長預期](https://longbridge.com/zh-HK/news/298748014.md)
- [由於數據中心電力需求推動擴張，卡特彼勒預計 2026 年將迎來強勁開局](https://longbridge.com/zh-HK/news/298649853.md)
- [人工智能的泡沫是否正在破裂？](https://longbridge.com/zh-HK/news/298981516.md)
- [慕尼黑再保險公司在慕尼黑持有卡特彼勒公司價值 1388 萬美元的股份](https://longbridge.com/zh-HK/news/298824734.md)
- [Ausdal Financial Partners Inc. 購入了 67,574 股卡特彼勒公司股票 $CAT](https://longbridge.com/zh-HK/news/298179625.md)

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