| CMI |
Report |
Q2 revenue |
BEAT |
pred ~$9.47B vs. cons $9.32B |
MEDIUM |
| CMI |
Report |
Q2 adjusted EPS |
BEAT |
pred ~$7.42 vs. cons $7.19 |
MEDIUM |
| CMI |
Report |
Power Systems Q2 revenue |
BEAT |
pred ~$2.25B vs. cons $2.18B |
MEDIUM |
| CMI |
Guide |
FY2026 total-company revenue growth |
BETTER |
guide ~10.5% vs. cons 10.0% (FY2026) |
MEDIUM |
| CMI |
Guide |
FY2026 EBITDA margin |
BETTER |
guide ~18.35% vs. cons 18.15% (FY2026) |
MEDIUM |
| CMI |
Guide |
FY2026 Power Systems revenue growth |
BETTER |
guide ~18.5% vs. cons 16.5% (FY2026) |
MEDIUM |
| CMI |
Guide |
FY2026 Accelera EBITDA loss |
UNCHANGED |
guide ~-$285M vs. cons -$285M (FY2026) |
MEDIUM |
| CMI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| CMI |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
A Power Systems-led beat plus a ~10.5% FY2026 revenue outlook versus ~10.0% consensus should lift out-period revenue and EBITDA estimates; the higher ~18.5% Power Systems growth outlook supports durable data-center demand rather than a one-quarter margin-driven beat. |
MEDIUM |