| CMI |
Report |
Operating diluted EPS |
BEAT |
pred ~$7.32 vs. cons $7.20 |
MEDIUM |
| CMI |
Report |
Net sales |
IN-LINE |
pred ~$9.40B vs. cons $9.31B |
MEDIUM |
| CMI |
Report |
Power Systems sales |
BEAT |
pred ~$2.24B vs. cons $2.19B |
MEDIUM |
| CMI |
Guide |
FY26 revenue |
UNCHANGED |
guide ~up 8%-11% vs. cons $37.27B |
MEDIUM |
| CMI |
Guide |
FY26 EBITDA margin |
UNCHANGED |
guide ~17.75%-18.5% vs. cons 18.0% |
MEDIUM |
| CMI |
Guide |
FY26 Power Systems revenue |
UNCHANGED |
guide ~up 14%-19% vs. cons $8.75B |
MEDIUM |
| CMI |
Guide |
NA heavy-duty truck market |
UNCHANGED |
guide ~230k-250k units vs. cons UNVERIFIED |
LOW |
| CMI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| CMI |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY guide implies out-period trimming |
LOW |