CM
Cummins Inc.
CMI · Cummins Inc. · Industrials
Up next day
9/12
75%
Fell despite growth
1/12
Good earnings ignored
Avg earnings move
±2.8%
typical swing on earnings
Price when beating
-0.7%
avg over 5 beats
Biggest single move
+6.9%
'25.12 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 3 of 5 beats (60%)
Reaction is erratic and hard to predict
Avg -0.7% on a beat, +3.1% on a miss
Big earnings-day moves tend to fade within days
Reversed the day-one move · 67% of last 12
vs Industrials sector avg (197 peers)
This
+1.5%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 8 of last 12 times (67%)
2xBeat but fell
Even a beat sells off if guidance disappoints
6xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 5Before open
'26.9 expectedEst. EPS $8.40
Quarter ended 6/2026
Reported 2026-08-04
Next-day move
+2.3%
After 5 days -0.5%
vs Consensus$7.17→$6.73-6.1% miss
Missed by -6.1% but stock +2.3%
EPS
$6.73
YoY +5%
Revenue
$9.5B
YoY +9%
Next-Q guidance
—
N/A
Price around earnings
vs market +2.5%p
Earnings trend · last 12 quarters
EPS$6.73YoY +5%
'23.9'26.6
Revenue$9.5BYoY +9%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
2x17%
Met expectations
good · up ↑
7x58%
Disappointment
weak · down ↓
2x17%
Good earnings ignored
good · down ↓
1x8%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 7 of 12q (58%)
Community · CMI
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