Cummins/$CMI

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About Cummins

Cummins is a leading manufacturer of diesel and other engines used in heavy- and medium-duty commercial trucks, off-highway equipment, and locomotives, in addition to prime power and standby generators. The company also sells powertrain components, which include filtration products, transmissions, turbochargers, aftertreatment systems, and fuel systems. Sales are approximately 60% US and Canada and 40% rest of the world. Much of Cummins' foreign sales (China, India, and so forth) are through joint ventures. The company operates 650 distributors and over 19,000 dealer locations across 190 countries. Cummins' business model is unique as it competes with many of its heavy-duty truck manufacturer customers, which also make their own engines.

Ticker

$CMI

Primary listing

NYSE

Employees

69,600

Cummins Metrics

BasicAdvanced
$57B
19.54
$21.26
1.01
$7.46
1.93%

What the Analysts think about Cummins

Analyst ratings (Buy, Hold, Sell) for Cummins stock.

Bulls say / Bears say

Cummins beat Q2 revenue estimates with $8.64 billion in sales versus analysts’ $8.44 billion forecast, driving net income up to $890 million and sending shares up 4% in early trading. (Reuters)
Power Systems segment sales jumped 19% year-over-year to $1.89 billion in Q2, driven by robust demand from AI and data center infrastructure, with segment EBITDA hitting a record $433 million. (Barron’s)
Citi analyst Kyle Menges raised his 2025 EPS forecast to $21.50 and maintained a Buy rating with a $425 price target, citing accelerating data center demand and a planned engine capacity expansion in early 2026. (Barron’s)
Cummins withdrew its full-year 2025 revenue and profit guidance in Q1, citing growing economic uncertainty from U.S. import tariffs, underscoring limited visibility into its end markets. (Reuters)
Net income plunged in Q1 to $824 million from $2 billion a year earlier as the prior-year quarter included a $1.3 billion Atmus divestiture gain, highlighting significant volatility in earnings. (Reuters)
In Q2, Engine segment sales declined 8% and Components sales fell 9% year-over-year due to weaker on-highway demand, reflecting softness in key trucking markets. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 6 Sept 2025.

Cummins Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Cummins Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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