| CMI |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$9,590M vs. cons $9,312M (Visible Alpha, 7/31/26) |
HIGH |
| CMI |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$7.65 vs. cons $7.20 (Visible Alpha, 7/31/26) |
HIGH |
| CMI |
Report |
Power Systems EBITDA (Q2 2026) |
BEAT |
pred ~$560M vs. cons $535M (Visible Alpha, 7/31/26) |
MEDIUM |
| CMI |
Guide |
FY 2026 Revenue (FY 2026) |
BETTER |
guide ~$37.8B-$38.5B vs. cons $37.27B (Visible Alpha, 7/31/26) |
HIGH |
| CMI |
Guide |
FY 2026 EBITDA Margin (FY 2026) |
BETTER |
guide ~18.0%-18.75% vs. cons 18.0% (Visible Alpha, 7/31/26) |
MEDIUM |
| CMI |
Guide |
NA HD Truck Market (FY 2026) |
BETTER |
guide ~255K-265K vs. current 230K-250K (Q1 2026 call, 5/5/26) |
HIGH |
| CMI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
HIGH |
| CMI |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — Archetype A; sell-side models update FY estimates upward as guide raise exceeds beat; de-rated entry point amplifies; short covering adds bid |
MEDIUM |