| CMI |
Report |
Adjusted EPS |
BEAT |
pred ~$7.55 vs. cons $7.19 |
MEDIUM |
| CMI |
Report |
Revenue |
BEAT |
pred ~$9.46B vs. cons $9.32B |
MEDIUM |
| CMI |
Report |
Power Systems EBITDA margin |
BEAT |
pred ~26.6% vs. cons 25.8% |
MEDIUM |
| CMI |
Guide |
Revenue growth guidance |
BETTER |
guide ~10.0% midpoint (9%-11%) vs. cons 9.6% (FY2026) |
MEDIUM |
| CMI |
Guide |
EBITDA margin guidance |
BETTER |
guide ~18.25% midpoint (18.0%-18.5%) vs. cons 18.2% (FY2026) |
MEDIUM |
| CMI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| CMI |
Return |
5-day cumulative residual |
+1.0% (FADE) |
The predicted ~$7.55 EPS beat versus $7.19 consensus and modest FY2026 guidance lift should drive an initially positive reaction, but the implied second-half revenue and margin trajectory leaves limited upside versus elevated estimates; 2026 truck pull-forward also pressures 2027 revisions, causing part of the day-1 gain to fade. |
MEDIUM |