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Earnings Preview: Caterpillar (CAT) gearing up to report Q2 results on Aug 6

Caterpillar Inc. (NYSE: CAT), a leading manufacturer of construction and mining equipment, is scheduled to release second-quarter results next week. The company entered the fiscal year on a mixed note, reporting record-high earnings and flat revenues for the first quarter. CAT is one of the top-performing Wall Street stocks, with the value more than doubling […]

$CAT August 1, 2024 3 min read
NYSE
$CAT · Earnings

Caterpillar Inc. (NYSE: CAT), a leading manufacturer of construction and mining equipment, is scheduled to release second-quarter results next week. The company entered the fiscal year on a mixed note, reporting record-high earnings and flat revenues for the first quarter. CAT is one of the top-performing Wall Street stocks, with the value more than doubling […]

· August 1, 2024

Caterpillar Inc. (NYSE: CAT), a leading manufacturer of construction and mining equipment, is scheduled to release second-quarter results next week. The company entered the fiscal year on a mixed note, reporting record-high earnings and flat revenues for the first quarter.

CAT is one of the top-performing Wall Street stocks, with the value more than doubling in the past four years. The stock peaked in April this year but has lost about 12% since then. The shares traded down 5% in the latter half of Thursday’s session. The company raised its quarterly dividend regularly in recent years and currently offers a yield of 1.6% which is above the S&P 500 average. From an investment perspective, the price drop has made the stock more affordable.

Q2 Report on Tap

The company is preparing to report June quarter results on Tuesday, August 6, at 6:30 am ET. On a per-share basis, adjusted net income is expected to drop by a cent to $5.54 in Q2 from $5.55 a year earlier. On average, Analysts forecast a 3.7% drop in revenues to $16.68 billion. In the first quarter, the top line fell short of expectations while earnings surpassed the Street view, marking the fifth consecutive beat.

The company’s top line has been under pressure lately due to lower volumes, especially in Europe, the Middle East & Africa, and Asia-Pacific. The slowdown has often offset the benefits of higher prices. Meanwhile, the management expects full-year revenue to be almost in line with the ‘record 2023 level,’ but warns of a dip in order rates due to cautious customer spending.

From Caterpillar’s Q1 2024 earnings call:

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“In North America, after a very strong 2023, we continue to expect demand in the region will remain healthy in 2024 for both non-residential and residential construction. We anticipate non-residential construction to remain at similar levels to slightly higher demand levels compared to last year due to construction projects, as well as government-related infrastructure. Residential construction demand is expected to be flat to slightly down versus last year, which remains strong in comparison to historical levels.”

Mixed Q1

In the first three months of FY24, Caterpillar’s sales and revenues remained broadly unchanged at $15.8 billion. Revenue growth in the Energy & Transportation and Financial Products segments was offset by weakness in the other segments. Earnings, adjusted for special items, advanced to a record high of $5.60 per share in Q1 from $4.91 per share in the prior-year period, reflecting strong price realization. Unadjusted profit was $5.75 per share, up 54% year-over-year.

Caterpillar’s stock plunged after opening flat on Thursday and maintained the downtrend throughout the session, even as the broad market suffered a selloff due to economic worries.

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