CMI
Cummins Inc. · Industrials · Specialty Industrial Machinery
TECHSellZACKSHold
R500#54 today
$528.32
+2.19% today · +0.62% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- CMI +2.19% on the last session vs SPY +0.74%: +1.5 pts of stock-specific move.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Nov 5
Before the open · in 32 days
EPS estimate
$8.25
$7.35 to $8.94 · 9 analysts
Revenue estimate
$9.9B
$9.4B to $10.3B
Track record
3/8 beats
last 8 reports · moved ±4.8% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 4, 2026 BMO | 2Q2026 | $7.17 | $6.73 | −$0.44 (−6.1%) miss | — | -2.0% -3.8 vs SPY | -10.8% | -2.2% |
| May 5, 2026 BMO | 1Q2026 | $5.62 | $4.71 | −$0.91 (−16.2%) miss | $8.4B | +2.8% +2.0 vs SPY | +4.1% | +7.0% |
| Feb 5, 2026 BMO | 4Q2025 | $5.02 | $4.27 | −$0.75 (−14.9%) miss | $8.5B | -10.7% -9.5 vs SPY | -6.8% | -1.1% |
| Nov 6, 2025 BMO | 3Q2025 | $4.77 | $3.86 | −$0.91 (−19.0%) miss | $8.3B | +5.4% +6.5 vs SPY | +5.0% | +9.2% |
| Aug 5, 2025 BMO | $5.21 | $6.43 | +$1.22 (+23.4%) beat | — | +3.2% +3.7 vs SPY | +3.7% | +7.4% | |
| May 5, 2025 BMO | $4.92 | $5.96 | +$1.04 (+21.1%) beat | — | +0.8% +1.4 vs SPY | -3.0% | +2.3% | |
| Feb 4, 2025 BMO | $4.69 | $4.54 | −$0.15 (−3.2%) miss | — | +4.4% +3.7 vs SPY | +3.7% | +7.4% | |
| Nov 5, 2024 BMO | $4.81 | $5.86 | +$1.05 (+21.8%) beat | — | +8.9% +7.7 vs SPY | +0.7% | +10.1% | |
| Aug 1, 2024 BMO | $4.76 | $5.26 | +$0.50 (+10.5%) beat | — | +4.9% +6.3 vs SPY | +4.5% | +0.1% | |
| May 2, 2024 BMO | $4.96 | $5.10 | +$0.14 (+2.8%) beat | — | -1.3% -2.2 vs SPY | -1.4% | +1.8% | |
| Feb 6, 2024 BMO | $4.47 | $4.14 | −$0.33 (−7.4%) miss | — | +4.3% +4.0 vs SPY | +0.5% | +6.5% | |
| Nov 2, 2023 BMO | $4.68 | $4.74 | +$0.06 (+1.3%) beat | — | -0.1% -2.0 vs SPY | +2.6% | -0.3% | |
| Aug 3, 2023 BMO | $5.22 | $5.18 | −$0.04 (−0.8%) miss | — | -7.5% -7.2 vs SPY | -9.6% | -9.0% | |
| May 2, 2023 BMO | $4.71 | $5.65 | +$0.94 (+20.0%) beat | — | -3.0% -1.8 vs SPY | +1.2% | -4.6% | |
| Feb 6, 2023 BMO | $4.52 | $4.51 | −$0.01 (−0.2%) miss | — | -2.0% -1.4 vs SPY | +0.6% | -3.6% | |
| Nov 3, 2022 BMO | $4.82 | $3.44 | −$1.38 (−28.6%) miss | — | -3.5% -2.5 vs SPY | -7.8% | -1.5% | |
| Aug 2, 2022 BMO | $4.34 | $4.77 | +$0.43 (+9.9%) beat | — | +0.3% +1.0 vs SPY | +0.5% | +0.8% | |
| May 3, 2022 BMO | $3.55 | $4.04 | +$0.49 (+13.8%) beat | — | +3.7% +3.2 vs SPY | 0.0% | +4.0% | |
| Feb 3, 2022 BMO | $3.14 | $2.73 | −$0.41 (−13.1%) miss | — | +0.3% +2.7 vs SPY | -3.3% | -0.4% | |
| Nov 2, 2021 BMO | $3.93 | $3.69 | −$0.24 (−6.1%) miss | — | -1.2% -1.6 vs SPY | +0.2% | -3.0% | |
| Aug 3, 2021 BMO | $4.05 | $4.10 | +$0.05 (+1.2%) beat | — | — | — | — | |
| May 4, 2021 BMO | $3.47 | $4.07 | +$0.60 (+17.3%) beat | — | — | — | — | |
| Feb 4, 2021 BMO | $2.80 | $3.36 | +$0.56 (+20.0%) beat | — | — | — | — | |
| Oct 27, 2020 BMO | $2.45 | $3.36 | +$0.91 (+37.1%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $8.41 (9) | $8.02 – $8.94 | +118% | +8.5% | ▲1 ▼0 | $9.9B | +19% |
| Next quarter · Dec 31, 2026 | $8.57 (9) | $8.03 – $9.00 | +101% | +8.3% | ▲1 ▼0 | $10.0B | +17% |
| Current year · Dec 31, 2026 | $28.60 (13) | $25.97 – $30.53 | +40% | +0.8% | ▲1 ▼0 | $37.7B | +12% |
| Next year · Dec 31, 2027 | $33.73 (14) | $27.22 – $37.26 | +18% | +4.6% | ▲1 ▼0 | $41.1B | +9% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.