NYSE$CAT

Caterpillar · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Caterpillar's Q4 2022 earnings were released, revealing a 20% increase in sales and revenues and an adjusted profit per share of $3.86.

Caterpillar Inc. reported a strong fourth quarter and full year for 2022. Fourth-quarter sales and revenues increased by 20% to $16.6 billion, with an adjusted profit per share of $3.86. Full-year sales and revenues also saw a significant rise of 17% to $59.4 billion.

  • Fourth-quarter sales and revenues increased by 20%.
  • Adjusted profit per share for the fourth quarter was $3.86.
  • Full-year sales and revenues increased by 17%.
  • The company ended the year with a robust enterprise cash balance of $7.0 billion.

Headline financials

Total Revenue

$16.6B

Previous: $13.8B+20.3%
EPS (adj)

$3.86

Previous: $2.69+43.5%
Capital Expenditures

$428M

Previous: $420M+1.9%
Free Cash Flow

$2.31B

Previous: $992M+133.0%
Net Income

$1.45B

Previous: $2.12B-31.4%
Operating Income

$1.68B

Previous: $1.61B+4.3%
Gross Profit

$4.8B

Previous: $3.69B+29.9%
Cash & Equivalents

$7B

Previous: $9.25B-24.3%
Total Assets

$81.9B

Previous: $82.8B-1.0%

Revenue & EPS history

Caterpillar · Revenue · Quarterly

$16.6B

Q4 2022+20.3%vs Q4 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Caterpillar · $18B total across 4 segments · Q4 2022

  • Construction Industries
    $6.85B+19.3%
  • Power & Energy
    $6.82B+19.1%
  • Resource Industries
    $3.44B+24.4%
  • Financial Products
    $853M+9.9%

Forward guidance

This press release contains forward-looking statements that are subject to risks and uncertainties, and actual results may differ materially from those described or implied in our forward-looking statements.

Tailwinds

  • Ability to develop, produce and market quality products that meet our customers’ needs
  • Sourcing practices of our dealers and our OEM customers
  • A failure to realize, or a delay in realizing, all of the anticipated benefits of our acquisitions, joint ventures or divestitures
  • Maintain our credit ratings and potential resulting increases to our cost of borrowing and adverse effects on our cost of funds, liquidity, competitive position and access to capital markets
  • Our Financial Products segment’s risks associated with the financial services industry

Headwinds

  • Global and regional economic conditions and economic conditions in the industries we serve
  • Commodity price changes, material price increases, fluctuations in demand for our products or significant shortages of material
  • Government monetary or fiscal policies
  • Political and economic risks, commercial instability and events beyond our control in the countries in which we operate
  • International trade policies and their impact on demand for our products and our competitive position, including the imposition of new tariffs or changes in existing tariff rates

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2022

Historical avgQ4 2022

-0.4%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+2.2%

Avg return

30 days after

47%

34 / 73 earnings

Positive

+11.6%

Q3 2025

Best reaction

-12.7%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.7%+11.7%+7.8%
Q4 2025+2.8%+9.3%+15.5%
Q3 2025+11.6%+8.8%+9.8%
Q2 2025-1.5%-5.9%-2.6%
Q1 2025+0.6%+5.1%+13.2%
Q4 2024-4.6%-8.0%-12.5%
Q3 2024-2.9%-2.8%+4.8%
Q2 2024+2.8%+6.8%+5.3%
Q1 2024-5.5%-8.0%-4.0%
Q4 2023+2.4%+0.7%+6.5%
Q3 2023-4.3%-0.6%+3.5%
Q2 2023+8.4%+4.3%+6.0%
Q1 2023+1.2%-0.5%-2.0%
Q4 2022-4.6%-5.3%-3.6%
Q3 2022+11.4%+10.9%+19.7%
Q2 2022-6.2%-4.9%-6.4%
Q1 2022-1.6%-0.2%+1.5%
Q4 2021-5.0%-3.4%-11.8%
Q3 2021+4.0%+5.6%+1.3%
Q2 2021-3.5%-3.8%+0.1%
Q1 2021-1.8%+0.5%+3.8%
Q4 2020+0.2%+3.9%+17.1%
Q3 2020-7.4%-3.8%+7.0%
Q2 2020-3.6%-1.3%+5.0%
Q1 2020+4.2%-3.7%+4.8%
Q4 2019-4.1%+1.5%-8.2%
Q3 2019+0.1%+4.8%+7.6%
Q2 2019-2.5%-2.6%-17.4%
Q1 2019-4.2%-2.1%-13.5%
Q4 2018-7.5%-4.3%+2.0%
Q3 2018-12.7%-10.6%-3.8%
Q2 2018+0.9%-2.8%-0.5%
Q1 2018-5.7%-6.0%+2.4%
Q4 2017-0.8%-2.7%-3.5%
Q3 2017+3.9%+4.7%+4.8%
Q2 2017+4.9%+5.5%+6.1%
Q1 2017+8.1%+5.6%+8.5%
Q4 2016+0.9%-2.5%-2.7%
Q3 2016-2.2%-2.5%+11.9%
Q2 2016+6.9%+5.2%+5.3%
Q1 2016-2.4%
Q4 2015+6.7%
Q3 2015+3.0%
Q2 2015-4.6%
Q1 2015-0.3%
Q4 2014-7.0%
Q3 2014+5.1%
Q2 2014-3.3%
Q1 2014+1.3%
Q4 2013+7.3%
Q3 2013-5.2%
Q2 2013-4.0%
Q1 2013+4.6%
Q4 2012+3.2%
Q3 2012-0.3%
Q2 2012+2.3%
Q1 2012-3.7%
Q4 2011+1.6%
Q3 2011-1.0%
Q2 2011-5.5%
Q1 2011+2.3%
Q4 2008-5.5%
Q4 2010-5.5%
Q3 2010+4.6%
Q2 2010+1.9%
Q1 2010-2.0%
Q1 2009-2.0%
Q4 2009+0.4%
Q4 2007+0.4%
Q3 2008-3.1%
Q3 2009-3.1%
Q2 2008+1.9%
Q2 2009+1.9%

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