CAT earnings
Analysis, not adviceNext print
2026-08-04
cons 6.22 EPS / 19.34B rev
What the desk is testing
Explicit conditions that would change the desk's view — graded after the call.
Bull condition triggered: Op margin recovers durably to ≥19–20% range (toward FY2024 peak), and management raises full-year EPS guidance to a level that compresses forward P/E toward 25–28x on the cur
Bull condition triggered: Energy & Transportation segment reports a material acceleration tied to data-center power or grid infrastructure demand — a structural, secular demand vector that lifts CAT p
＋2 more criteria on the deskfree trial · no cardFrom the desk's pre-read
CAT is scheduled to report Q2 2026 earnings on 2026-08-04; consensus stands at $6.22 EPS · $19.34B revenue (FMP).
＋1 more — the full pre-read is on the deskfree trial · no cardEducational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.