Catapult Sports Ltd (CAT) Earnings Call Transcripts
Catapult Sports Ltd's Latest Earnings Call - May 18, 2026
Caterpillar Inc. reported strong Q1 2026 results, with notable growth in its Power and Energy segment. Revenue reached a record high of $7 billion in the oil and gas portion, despite weak traditional indicators. The company is expanding capacity significantly, with turbine capacity increasing by 2.5x and reciprocating engines by 3x. Management emphasized the growth potential in gas compression and data centers, driving future demand. However, margins were pressured by tariffs and increased manufacturing costs. Guidance remains positive, with expectations of continued growth in gas compression and power generation.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $7 billion (beat) |
| Sales Growth | 22% (beat) |
| Profit Increase | 13% (inline) |
| Profit Margin | Down 170 basis points (miss) |
| Oil and Gas Sales Growth | 16% (beat) |
Guidance from management
Management maintained positive guidance, expecting continued growth in gas compression and power generation, driven by data center and LNG demand.
What management said
[Audio gap] Impressions that we're able to leverage that same capacity for engines and turbines for as well. So lots of diversity that we're able to take advantage of, and we're putting them in place for all and for the services that we need. So think about gas compression, think about primary power. Those units run 24/7. They run for a very long time. We need lots of parts to keep them up and running them a service ...
What analysts pressed on
Analysts expressed concerns about potential overcapacity, particularly if the data center boom slows. Questions were raised about how Caterpillar is managing this risk and ensuring long-term demand.
Main topics on the call
- Capacity Expansion — Caterpillar is increasing turbine capacity by 2.5x and reciprocating engines by 3x to meet demand in primary and standby power segments. Management highlighted, 'We're seeing opportunities with both in the primary power ...
- Oil and Gas Revenue Growth — The oil and gas segment achieved record revenue of $7 billion, driven by a 16% increase in sales to users, particularly in gas compression. Management noted, 'We're well positioned for any and all growth that we see ther...
- Aftermarket Services — Caterpillar sees significant opportunity in aftermarket services, particularly for gas gensets, which offer 40x more service potential than standby diesel gensets. 'It's a tremendous opportunity for us,' stated managemen...
- Margin Pressures — Margins were impacted by tariffs and increased manufacturing costs, with a 170 basis point decline in profit margin despite a 22% increase in sales. Management is confident in operational leverage over time.
Read the full Catapult Sports Ltd transcript (May 18, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Catapult Sports Ltd
Catapult Sports Ltd (CAT) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on ASX and is based in AU. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 76 calls on record spanning January 31, 2020 to May 19, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 76 Catapult Sports Ltd earnings call transcripts on record, spanning January 31, 2020 to May 19, 2026. Based on this history, Catapult Sports Ltd reports quarterly. The most recent call on file is dated May 19, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CAT
- Exchange
- ASX
- Country
- AU
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 76
- First call
- January 31, 2020
- Most recent
- May 19, 2026
- Reporting cadence
- quarterly