Cummins (CMI) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended September 2025, Cummins (CMI) reported revenue of $8.32 billion, down 1.6% over the same period last year. EPS came in at $5.59, compared to $5.60 in the year-ago quarter.The reported revenue represents a surprise of +3.24% over the Zacks Consensus Estimate of $8.06 billion. With the consensus EPS estimate being $4.73, the EPS surprise was +18.18%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Cummins performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Unit shipments - Engine - Light-duty: 49,600 versus the two-analyst average estimate of 32,719.Unit shipments - Engine - Heavy-duty: 22,400 versus 28,236 estimated by two analysts on average.Unit shipments - Engine - Medium-duty: 63,100 versus 66,038 estimated by two analysts on average.Unit shipments - Engine - Total: 135,100 compared to the 126,992 average estimate based on two analysts.Net Sales- Power System: $2 billion versus $1.9 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +18.3% change.Net Sales- Intersegment Eliminations: $-1.91 billion versus the five-analyst average estimate of $-1.85 billion. The reported number represents a year-over-year change of -1.2%.Net Sales- Engine: $2.61 billion versus $2.5 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -10.6% change.Net Sales- Components: $2.33 billion compared to the $2.32 billion average estimate based on five analysts. The reported number represents a change of -14.5% year over year.Net Sales- Distribution: $3.17 billion versus the five-analyst average estimate of $3.06 billion. The reported number represents a year-over-year change of +7.5%.Net Sales- Accelera: $121 million versus the five-analyst average estimate of $115.38 million. The reported number represents a year-over-year change of +10%.Net Sales- Engine- Off-highway: $466 million compared to the $418.45 million average estimate based on four analysts. The reported number represents a change of +9.9% year over year.Net Sales- Engine- Medium-duty truck and bus: $784 million compared to the $905.6 million average estimate based on four analysts. The reported number represents a change of -26.9% year over year.View all Key Company Metrics for Cummins here>>>Shares of Cummins have returned +0.7% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cummins Inc. (CMI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks