Revenue segments as reported by the company.

Sales of Machinery, Energy & Transportation

Revenues of Financial Products

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Research and development

Interest expense of Financial Products

Other operating (income) expenses

Goodwill impairment charge

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Caterpillar

Solar Turbines is a designer and manufacturerer of industrial gas turbines for onshore and offshore electrical power generation, for marine propulsion and for producing, processing and transporting natural gas and oil. Solar Turbines is one of the world's leading producers of industrial gas turbines up to 30,000 horsepower (22,000 kW). There are more than 15,000 Solar Turbines gas turbine systems installed in over 100 countries worldwide that have collectively logged more than 2 billion hours of use.

Solar Turbines

Perkins Engines is primarily a diesel engine manufacturer for several markets including Agricultural, Construction, Material Handling, Power Generation and Industrial. Over the years Perkins has expanded its engine ranges and produces thousands of different engine specifications including diesel and gas engines.

Perkins Engines

Progress Rail Services is a supplier of railroad and transit system products and services and has become one of the largest integrated and diversified suppliers of railroad and transit system products and services in North America. Progress Rail markets products and services worldwide and maintains 110 facilities in the United States, 34 in Mexico, four in Canada, two in Brazil, five in UK, one in Italy, and one in Germany. Progress Rail is organized into two divisions: Engineering & Track Services and Locomotive & Railcar Services.

Progress Rail Services

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Energy and Transportation, Financial Products, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Energy and Transportation segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The Financial Products segment provides financing alternatives to customers and dealers for Caterpillar products and services, as well as financing for power generation facilities. The All Other segment includes activities such as the business strategy, product management, and development, and manufacturing filters and fluids, undercarriage, tires and rims, engaging tools, and fluid transfers. The company was founded on April 15, 1925 and is headquartered in Irving, TX.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Caterpillar reports robust Q4 earnings, eyes growth amid supply challenges

Caterpillar's Q4 2022 showcased strong sales growth and record profit per share. Challenges in the supply chain impacted certain sectors, but overall performance was robust.
The company's focus on key sectors like Energy & Transportation paid off with significant sales increases. Positive outlook for 2023 with expectations of increased sales and profit margins.
Maintaining strong ME&T free cash flow and service revenue growth are key strengths. Adjusted operating profit margins may face challenges in Q1 2023.
Despite challenges, Caterpillar remains optimistic about future growth opportunities and aims to meet its financial targets for the coming year.

Caterpillar excels in Q1 2023, eyes growth amid challenges

Caterpillar's Q1 2023 showcased robust financial performance, driven by strong sales growth and improved profit margins.
While challenges like dealer inventory management persist, the company's positive outlook and strategic investments position it well for future growth.
Opportunities in sustainability initiatives, market collaborations, and financial performance enhancements pave the way for a promising year ahead.

Caterpillar reports robust Q2 earnings, eyes growth amid challenges

Caterpillar's Q2 2023 performance showcased strong growth and profitability across segments, with a positive outlook for the full year. While facing challenges like supply chain disruptions and pricing pressures, the company remains focused on returning cash to shareholders and driving sustainability initiatives.

Caterpillar reports strong Q3 performance, eyes growth opportunities

Caterpillar anticipates another good year in 2024 with elevated backlog levels expected to normalize.
Company expects adjusted operating profit margin to exceed targets for the full year.
Focus on managing costs, improving efficiency, and adding value for customers through technology and services.
Competitive dynamics considered in pricing decisions to remain competitive and add value for customers.

Caterpillar (CAT) reports record-breaking 2023 performance and eyes growth opportunities

Caterpillar's 2023 performance exceeded expectations, with a strong focus on operational efficiency and strategic growth initiatives. The company faces challenges in weak market conditions in China and parts decline but sees opportunities in the energy transition and services growth. Caterpillar plans to return free cash flow to shareholders through dividends and share repurchases, emphasizing organic growth opportunities.

Caterpillar (CAT) posts solid Q1 results, eyes growth opportunities

Caterpillar (CAT) delivered a strong Q1 performance with flat sales but increased profitability. While facing challenges in the European construction market, CAT aims for continued growth in key segments and maintains a positive outlook for the year.

Caterpillar reports mixed Q2 results, focuses on sustainability and innovation

Caterpillar's Q2 2024 performance reflects a mixed bag with sales decline offset by improved profit margins and strong free cash flow. Sustainability efforts and product innovation are key strengths, while challenges include managing sales revenue decline and addressing analyst inquiries on various operational aspects.

Caterpillar reports solid Q3 earnings, eyes growth amid industry challenges

CAT's Q3 performance showcased strong profitability and cash flow despite revenue decline, driven by demand in Energy & Transportation.
While facing challenges in margin sustainability and industry dynamics, CAT's investments in new technologies and sustainability initiatives position it for growth.
Opportunities in sustaining demand, addressing concerns, and leveraging backlog indicate a positive outlook for CAT's future performance.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Dow component Caterpillar has bounced strongly in reaction to tariff delays after trading within six points of the 2018 low.

Tariff Delays Could Brighten Caterpillar's Outlook

Caterpillar (NYSE: CAT) reported that its total machines sales were up 4% year over year in the three months ending July.

Caterpillar's Global Machine Sales For July Rise 4%

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Investors may want to consider securities that, as of Friday, are more than doubling 20-year high-quality market corporate bond yields.

Wall Street Recommends Buying 3 High Earnings-Yield Stocks

Trade issues with China have been a drag on performance, but Caterpillar stock is fundamentally cheap with a solid dividend.

Caterpillar Has Become Cheap and Offers Solid Dividend

Caterpillar Inc. (NYSE: CAT) has lost one of its long-time bullish supporters. Goldman Sachs downgraded the heavy equipment giant to Neutral from Buy in the daily top analyst upgrades and downgrades, and the firm lowered its target price by almost 20% to $130 from $156.

The Goldman Sachs Downgrade of Caterpillar May Actually Be Good News

Shares of Caterpillar Inc. CAT, +0.41% edged up 0.4% in morning trading Thursday, but was still down 7.9% this month, after Goldman Sachs backed away from its 3-year long bullish stance on the machinery maker, citing concerns over lower resources demand and over-supply in the construction business.

Caterpillar downgraded, price target slashed at Goldman Sachs

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Stock Futures Rebound Ahead of Trading

U.S. stocks futures inched higher ahead of trading on Thursday after China set the yuan's daily reference rate versus the dollar at a stronger than expected level.

Index Futures Rebound as Yuan Worries Ease

Goldman Sachs downgraded Caterpillar and said it saw production cuts in the North America and China construction equipment markets due to the ongoing U.S.-China trade.

Goldman downgrades Caterpillar, citing weakness in China business amid trade war

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Although stocks sold off following the Fed's rate cut, many cheap stocks to buy should see increased sales and lower debt costs.

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Caterpillar and Archer Daniels Midland both sport yields over 3%. Between CAT stock and ADM stock, which is safer?

Caterpillar Stock Gives Income Investors a Feast on Agriculture’s Problems

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AGCO

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Terex

The core of the U.S. industrial economy is under pressure, based on deteriorating sales and earnings for these machinery manufacturers.

Stealth Indicator Signals Bad News As Fed Cuts Rates

Caterpillar’s stock more than doubled in value over the last couple of years thanks to a combination of improved margins, upbeat global sentiment and strong revenue growth. This has helped Caterpillar’s valuation increase from under $60 per share in early 2016 to around $135 now.

Why Did Caterpillar Stock Rise 2X in 3 Years?

Deere & Company

Over the past five years, shares of machinery manufacturer Deere & Co. (NYSE: DE) have just about doubled.

Will Deere’s Rally End on Caterpillar Weakness?

Boeing

Three Stocks to Trade After Earnings

Given Caterpillar's woes, investors wanting to avoid CAT could consider industrial ETFs that have no exposure to this machinery giant. However, risk-tolerant investors might consider this as a buying opportunity.

Should You Buy Caterpillar or CAT-Proof Industrial ETFs?

Tesla

As earnings season rolls on, these 4 blue-chip stocks are showing weakness. More losses may be on the horizon.

4 Blue-Chip Stocks Under Pressure on Earnings

Financial engineering to appease Caterpillar shareholders might get your attention, but shorting CAT stock following earnings is where big-time profits are at.
The post Caterpillar Stock Is Primed for a Post-Earnings Short appeared first on InvestorPlace.

Caterpillar Stock Is Primed for a Post-Earnings Short

Rival Caterpillar and Deere deepened their yearlong divergence on Wednesday as Caterpillar dropped post-earnings, and experts see more pain ahead for both machinery makers.

Caterpillar's post-earnings drop could end rival Deere's run, market watchers warn

Global equipment manufacturer Caterpillar Inc.'s(NYSE: CAT) second quarter earnings disappointed analysts.

Caterpillar Earnings Disappoint Due To Weaker China Sales And Higher Production Costs

Caterpillar Inc. (CAT) CEO Jim Umpleby on Q2 2019 Results - Earnings Call Transcript

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Chipotle and Texas Instruments rise, but Caterpillar falls.

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Caterpillar Inc's  earnings on Wednesday missed Wall Street's estimates, hurt by a combination of weak sales in China and higher production and restructuring costs, sending its shares lower.

Caterpillar earnings disappoint on weak China sales, higher costs

Farm and construction machinery and equipment manufacturer Caterpillar Inc. (NYSE:CAT) reported disappointing second-quarter results before the opening bell on Wednesday, sending shares 6.7% lower in premarket trading.

News for Caterpillar Stock (CAT)