Cummins (NYSE:CMI) was among the few industrial companies that surprised investors this earnings season, beating Wall Street analyst estimates last month when it reported 4% and 5.6% year-over-year growth in revenue and net income, respectively.

But if you didn't get a chance to tune into Cummins' earnings conference call, you may not know the full story. That's because an earnings call can give investors crucial insight into what's going on inside the company -- something that headlines don't tell you.

For instance, did you know that Cummins is chasing a $5 billion untapped market with its new product? Or that the company's revenue from China could continue to grow rapidly in the near term despite weakness in China's economy? Find out more in the slideshow below, which reveals four key management quotes from Cummins' recent call, and what they could mean for the company going forward. Don't forget to check out the brand-new free report at the end. 

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.