CLAIM #13848 · CAT (CAT) · 2026Q1 earnings call · Apr 30, 2026 · due Dec 31, 2027
“We also hopefully, our expectation is to get incremental units out of this latest capacity announcement as early as 2027.”
Joe Creed · CEO
How to check this claim
Look at: Incremental production units delivered from the newly announced capacity expansion
It came true if: Company reports/confirms any incremental units shipped from this capacity expansion during 2027 (units produced > 0 in 2027)
Where: management commentary on quarterly earnings calls (2027 quarterly reports) or company disclosures on capacity/production ramp
In context
“loud. It's not just AI. When we move into use of AI, we're going to use a lot more data. So the backup power opportunity provides a good base for us. But it is fungible capacity. We're seeing a lot more mix towards prime. And then also that drives when it's gas compression or prime power drives a lot of aftermarket, which this capacity will also allow us to serve that aftermarket opportunity, which I think gives us great services growth opportunity beyond 2030. From a timing standpoint, with the second part of your question, we're going to try to put this capacity in as soon as we can. The data centers are trying to move quickly. We've been talking to customers. So we're going to start right away. I think you should see heavy investment in '27, but we'll be investing still in '28 and '29. We also hopefully, our expectation is to get incremental units out of this latest capacity announcement as early as 2027. So it will happen fast. Operator: We'll move next to Jerry Revich at Wells Fargo. Jerry Revich: Congratulations, Andrew and Kyle. Joe, I'm wondering if we could just go back to your prepared remarks, you mentioned you booked Prime Power large recips for now 6 data center projects, considering just the full scope of products that you have for us behind the meter offering. Can you just talk about what you're seeing in the architecture plans. We're hearing about increasing use of recips plus turbines in series of projects going forward. And if that happens, you folks would be in a pretty good position. So I'm wondering if you just outlined, is that what you're seeing, what kind of developments are you seeing in architecture and if you're willing to give us the number of gigawatts booked for”
Verify independently
SEC filings for CAT ↗ · Claim quote is verbatim from the 2026Q1 earnings call.