For the quarter ended June 2026, Caterpillar (CAT Quick QuoteCAT - Free Report) reported revenue of $20.54 billion, up 24% over the same period last year. EPS came in at $8.17, compared to $4.72 in the year-ago quarter.

The reported revenue represents a surprise of +6.37% over the Zacks Consensus Estimate of $19.31 billion. With the consensus EPS estimate being $6.25, the EPS surprise was +30.72%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Caterpillar performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Price Realization - Machinery, Power & Energy - Power & Energy: $212 million versus $121.49 million estimated by three analysts on average.
• Price Realization - Machinery, Power & Energy - Resource Industries: $75 million versus the three-analyst average estimate of $41.71 million.
• Sales Volume - Machinery, Power & Energy - Power & Energy: $736 million versus the three-analyst average estimate of $848.22 million.
• Sales Volume - Machinery, Power & Energy - Construction Industries: $1.76 billion versus the three-analyst average estimate of $1.11 billion.
• Sales and Revenues- Asia/Pacific- Machinery, Power & Energy- Total: $2.91 billion versus $3.13 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4% change.
• Sales and Revenues- EAME- Machinery, Power & Energy- Power & Energy: $1.35 billion versus the two-analyst average estimate of $1.4 billion. The reported number represents a year-over-year change of -2.7%.
• Sales and Revenues- Latin America- Machinery, Power & Energy- Total: $1.72 billion versus $1.79 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9.6% change.
• Sales and Revenues- North America- Machinery, Power & Energy- Total: $11.44 billion compared to the $9.59 billion average estimate based on two analysts. The reported number represents a change of +38.8% year over year.
• Total sales and revenues- Machinery, Power & Energy- All Other Segments: $84 million compared to the $90.65 million average estimate based on four analysts. The reported number represents a change of -19.2% year over year.
• Total sales and revenues- Machinery, Power & Energy- Resource Industries: $4.65 billion compared to the $4.15 billion average estimate based on four analysts. The reported number represents a change of +50.6% year over year.
• Total sales and revenues- Machinery, Power & Energy- Construction Industries: $8.35 billion compared to the $7.52 billion average estimate based on four analysts. The reported number represents a change of +34.8% year over year.
• Total sales and revenues- Machinery, Power & Energy- Power & Energy: $8.24 billion versus $8.12 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +5.1% change.

View all Key Company Metrics for Caterpillar here>>>

Shares of Caterpillar have returned -14.4% over the past month versus the Zacks S&P 500 composite's +1.7% 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.