Earnings history

last 4 reports each · paired by recencyMethod

KMT

2 of 4at or beyond implied

Reportimpliedrealized× implied

Nov 4 '26±11.3%−13.92%×1.23

Aug 5 '26±10.4%−5.27%×0.51

May 6 '26±9.5%+15.36%×1.62

Feb 4 '26±10.9%+7.24%×0.66

CAT

2 of 4at or beyond implied

Reportimpliedrealized× implied

Oct 29 '26±5.5%−9.25%×1.69

Aug 4 '26±6.3%+5.60%×0.89

Apr 30 '26±4.6%+9.88%×2.15

Jan 29 '26±4.9%+3.41%×0.69

= impliedKMT realized, solidCAT realized, hatchedOne scale, both sides: full bar = 16%× = |realized| ÷ impliedSource: market data

KMT compared with CAT: revenue, margins and what each company keeps, and the suppliers and customers both name