Invest Shift 米国株投資ブログ







・発表日 2017/10/24 プレマーケット
・売上 $11.4B +24.5% コンセンサス予想より+$770M
・non-GAAP EPS $1.95 +129.4% コンセンサス予想より+$0.68
・GAAP EPS $1.77
・GAAP net income $1.05B
・2017FYの予想non-GAAP EPSは$6.25($5.00から上方修正

・決算発表後の株価 終値で+5.04%
・2017FYコンセンサス予想PER 138.24/5.26=26.28
・2018FYコンセンサス予想PER 138.24/6.74=20.51



それぞれのセグメントの見通しも、Construction Industries +20%、Resource Industries +30%、Energy & Transportation +10%と良い予想となっています。

We now expect Construction Industries' sales for the year to be up about 20% versus the previous outlook of up 10% to 15%, driven largely by higher end-user demand across all regions. The increase on the sales outlook is driven primarily by a higher sales forecast for Asia/Pacific and North America, with strength in Asia/Pacific expanding beyond just China. Order rate for Construction Industries have been strong across all regions, although in many cases off a very low base. The backlog is up significantly from the third quarter of 2016 and also up from the second quarter of 2017.

For Resource Industries, we now expect sales to be up about 30% for the full year versus the previous outlook of up 20% to 25%. In our prior outlook, we expected aftermarket parts sales to decline in the second half of the year, as machine rebuilds were expected to slow and for sale of new equipment to offset this decrease.


Energy & Transportation sales are forecasted to be up about 10% for the year versus the previous outlook of up 5% to 10%. The largest driver of the increase in the sales outlook for Energy & Transportation is a higher forecast for the sale of engines into industrial applications, as our customers across several industrial end markets are seeing strength in their industries.

Caterpillar (CAT) Q3 2017 Results - Earnings Call Transcript | Seeking Alpha 


セグメントは「Construction Industries」「Resource Industries」「Energy & Transportation」「Financial Products」です。

Construction Industriesの売上は$4.85B +37%、利益は$884M +171%でした。

Resource Industriesの売上は1.87B +36%利益は$226M(2016Q3は-$77M)でした。

Energy & Transportationの売上は$3.96+12%、利益は$750M +31%でした。

Financial Productsの売上は$774M +3%、利益は$185M +1%でした。  






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