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CAT Q3 Earnings & Revenues Beat Estimates on Higher Volumes
ZACKS· 2025-10-30 01:40
Key Takeaways Caterpillar's adjusted EPS of $4.95 topped estimates but fell 4% year over year.Revenues hit a record $17.6B, up 9.5% on higher volumes across all segments.Operating margin slipped to 17.3% amid elevated tariffs and higher expenses.Caterpillar Inc. (CAT) reported adjusted earnings per share of $4.95 for the third quarter of 2025, which beat the Zacks Consensus Estimate of $4.52 by a margin of 10%. The bottom line was, however, down 4% compared with the year-ago quarter.CAT delivered higher rev ...
Forget Bulldozers — Caterpillar CEO Says AI Data Centers Are The New Power Move
Benzinga· 2025-10-30 01:04
Caterpillar Inc. (NYSE:CAT) CEO Joe Creed isn't talking about construction sites anymore — he's talking about data centers. The man behind the world's biggest bulldozers says the next big buildout isn't in dirt but in digital power, as AI's energy hunger opens a multibillion-dollar market for Caterpillar's generators and service network.Track CAT stock here.Prime Power Is The New Prime Real EstateOn Caterpillar's third-quarter earnings call, Creed made it clear the company isn't sitting out the AI revolutio ...
Caterpillar stock soars to record highs after Q3 beat: what investors should watch next
Invezz· 2025-10-30 00:59
Caterpillar stock (NYSE: CAT) jumped approximately 12-14% on Wednesday morning following the release of third-quarter earnings that crushed Wall Street expectations. The heavy equipment manufacturer r... ...
Airbus beats Q3 expectations but cuts A220 production target
Reuters· 2025-10-30 00:50
公司业绩表现 - 第三季度利润高于市场预期 [1] - 第三季度收入高于市场预期 [1] 业绩驱动因素 - 商用喷气式飞机交付量增长 [1] - 直升机业务部门实现收益增长 [1] - 国防业务部门实现收益增长 [1]
Caterpillar Stock Hit a Record Wednesday—AI Had a Lot To Do With It
Yahoo Finance· 2025-10-30 00:23
David Paul Morris / Bloomberg via Getty Images Caterpillar reported gains in its construction industries sector as well as in its other two units Key Takeaways Caterpillar reported better-than-expected earnings and revenue on strong demand for equipment needed for artificial intelligence data centers. Caterpillar said even though tariff costs were at the high end of its outlook, the impact was offset by higher volumes. Caterpillar (CAT) shares skyrocketed to an all-time high when the big farm and co ...
Caterpillar's Options: A Look at What the Big Money is Thinking - Caterpillar (NYSE:CAT)
Benzinga· 2025-10-30 00:01
异常期权交易活动 - 金融巨头对卡特彼勒出现显著看涨期权交易 共发现119笔异常交易[1] - 看涨情绪占主导 43%的交易者看涨 而看跌比例为30%[1] - 看涨期权交易规模远高于看跌期权 93笔看涨期权总价值5,944,366美元 26笔看跌期权总价值1,303,969美元[1] 价格目标与市场预期 - 重要投资者近三个月目标价区间为260美元至780美元[2] - 过去一个月内 5位专家发布评级 平均目标价为563.4美元[11] - 机构评级整体积极 包括Truist Securities目标价582美元(买入) B of A Securities目标价594美元(买入) JP Morgan目标价650美元(增持)[12] 具体期权交易分析 - 最大看涨交易为2026年3月20日到期 行权价440美元 交易价格165.25美元 总金额115,600美元[8] - 看跌交易中最大一笔为2025年11月21日到期 行权价590美元 交易价格19.9美元 总金额113,400美元[8] - 另一笔显著看涨交易为2025年11月21日到期 行权价590美元 交易价格26.25美元 总金额110,200美元[8] 公司业务概况 - 公司是全球领先的建筑和采矿设备制造商 业务还包括非公路柴油和天然气发动机 工业燃气轮机以及柴油电力机车[9] - 主要报告部门包括建筑工业 资源工业以及能源和运输 在许多产品中市场份额接近20%[9] - 运营覆盖全球约190个国家 通过超过150家独立经销商的约2,800个设施进行销售和支持服务[9] 当前市场表现 - 股票交易量为3,729,163股 价格上涨13.18% 达到593.61美元[14] - 当前RSI指标显示股票可能处于超买状态[14] - 下一次财报发布预计在0天内[14]
AI Frenzy Is Spreading Over to Caterpillar and Oil Frackers
Yahoo Finance· 2025-10-30 01:45
Caterpillar Inc., the company synonymous with yellow bulldozers and mining trucks, is getting a boost from another type of machinery. Power generators and turbines, which keep data centers running, have become a dominant driver for the company as demand for artificial-intelligence infrastructure takes off globally. Caterpillar told investors on Wednesday that sales of those products jumped 31% in its latest quarter, trouncing sales growth for its more traditional equipment. Most Read from Bloomberg The ...
Caterpillar’s Stock Up 12% After Impressive Q3 Earnings
Yahoo Finance· 2025-10-29 23:16
财务业绩表现 - 第三季度每股收益为495美元 远超分析师预期的452美元 超出4300万美元 [2] - 第三季度营收达1764亿美元 超出分析师预期的1677亿美元 超出87亿美元 同比增长10% [2] - 公司股价在财报发布后表现稳定 盘后交易价格接近523美元 近一个月已上涨25% 周三早盘进一步上涨近12% [1] 各业务部门表现 - 能源与运输部门销售额为8397亿美元 同比增长17% 主要受益于发电和工业应用领域的强劲需求 [3] - 建筑工业部门销售额为676亿美元 同比增长7% [3] - 资源工业部门销售额为311亿美元 同比增长2% [3] - 公司业绩驱动力来自不断增长的订单积压和面向终端用户销售量的提升 [3] 盈利能力与成本 - 运营利润为3052亿美元 同比下降3% [2] - 运营利润率收缩至173% 较去年同期的195%下降220个基点 [5] - 利润率压力主要来自不利的制造成本 以及更高的销售、一般和行政费用 [5] - 关税影响也对业绩构成压力 有效税率的上升进一步拖累了净利润表现 [5] 现金流与财务状况 - 运营现金流保持强劲 达37亿美元 [4] - 手持现金达75亿美元 为资本配置和股东回报提供了灵活性 [4]
Caterpillar Posts Upbeat Q3 Results, Joins United Therapeutics, Centene, Fortive And Other Big Stocks Moving Higher On Wednesday - Axogen (NASDAQ:AXGN), Bloom Energy (NYSE:BE)
Benzinga· 2025-10-29 22:46
U.S. stocks were higher, with the Dow Jones index gaining around 200 points on Wednesday.Shares of Caterpillar Inc (NYSE:CAT) rose sharply during Wednesday's session after the company reported better-than-expected third-quarter financial results.Sales and revenues climbed 10% year over year to $17.64 billion, beating analyst estimates of $16.77 billion, compared with $16.1 billion in the same quarter last year.Adjusted earnings per share came in at $4.95, ahead of the $4.52 estimate, though slightly below $ ...
美股异动 | Q3业绩超预期 卡特彼勒(CAT.US)大涨近12%
智通财经网· 2025-10-29 22:39
智通财经APP获悉,周三,卡特彼勒(CAT.US)大涨近12%,为2009年以来最大涨幅,续创历史新高。消 息面上,该公司公布的第三季度业绩报告强于华尔街普遍预期,在人工智能热潮助力之下,该公司营收 与每股收益均实现显著增长,随着为大型人工智能数据中心供能所需的核心电力设备与储能设备的需求 大幅扩张,旗下的能源与运输业务显著提振了整体业绩。 该公司第三季度实现调整后的每股收益为4.95美元,相比之下华尔街分析师们平均预期为4.51美元。来 自该工业巨头主要运营板块的营收实现增长10%,至167亿美元,包含卡特彼勒公司旗下的Financial Products(金融服务)业务部分的合并营收约176亿美元,同样实现同比增长10%,这两项营收数据均超出 华尔街平均预期。对于长期以来业绩增长个位数的老牌工业巨头卡特彼勒来说,10%或者以上的增速实 属非常强劲。 ...