金吾财讯 | 工程机械巨头卡特彼勒（CAT）公布2026年第二季度财报，单季营收首次突破200亿美元，业绩显著跑赢市场预期。数据显示，二季度公司实现营收205.4亿美元，同比增长24%，高于分析师预期的189.5亿美元；非GAAP调整后每股收益8.17美元，较市场预期6.20美元高出31.8%。本季度营业利润率达到20.9%，同比提升3.6个百分点，运营效率持续改善，但自由现金流利润率回落至0%，低于去年同期的14.9%。公司CEO表示，这是企业史上首个营收超200亿美元的季度。拉长周期看，过去五年公司营收复合增速10.2%，EPS复合增速21.7%，回购缩股与利润率提升共同推动盈利快于收入增长；不过近两年营收、EPS年化增速有所放缓。华尔街预测未来12个月公司营收增速6.7%，每股收益有望增长12.1%。
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