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Cummins (DE:CUM)
XETRA:CUM

Cummins (CUM) Price & Analysis

4 Followers

CUM Stock Chart & Stats

€584.80
€0.00(0.00%)
At close: 4:00 PM EDT
€584.80
€0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Power Systems ProfitabilityPower Systems is a high-margin, fast-growing business within Cummins, delivering record EBITDA and near-30% margins. Its scale and strong data-center and generator demand provide durable cash generation and margin contribution that can offset cyclical weakness in engines over multiple years.
Diversified Aftermarket And DistributionA broad distribution and aftermarket footprint creates recurring, higher-margin revenue tied to installed equipment. This structural revenue stream smooths cycle-driven OEM sales, enhances customer lock-in, supports parts gross margins and sustains long-term cash flow and returns.
Improving Cash Generation And Balance SheetStrong absolute FCF and improving leverage provide durable financial flexibility to fund capex, R&D, Accelera investments and shareholder returns. Improved debt-to-equity versus prior years reduces refinancing risk and supports multi-year investment and capital-return plans.
Bears Say
Engine Segment Margin CompressionA large, persistent margin decline in Engines reflects weaker on-highway volumes, higher compensation and pre-launch R&D spend. Given Engines' scale in Cummins' portfolio, sustained margin pressure would meaningfully lower company-wide profitability and extend cyclicality over multiple quarters.
Accelera Ongoing LossesAccelera remains a multi-year investment with sizeable EBITDA losses and one-time charges. Continued negative contribution and required R&D/commercialization spending will weigh on consolidated margins and cash until commercial scale and improved economics are achieved.
Regulatory And Product-transition RiskUncertain emissions rules and delayed product launches create structural timing and warranty risks, complicating cost recovery and market transitions. These factors can increase R&D, warranty accruals and slow engine replacements, amplifying earnings volatility across planning horizons.

Cummins News

CUM FAQ

What was Cummins’s price range in the past 12 months?
Cummins lowest stock price was €307.30 and its highest was €640.00 in the past 12 months.
    What is Cummins’s market cap?
    Cummins’s market cap is €75.71B.
      When is Cummins’s upcoming earnings report date?
      Cummins’s upcoming earnings report date is Aug 04, 2026 which is in 2 days.
        How were Cummins’s earnings last quarter?
        Cummins released its earnings results on May 05, 2026. The company reported €5.331 earnings per share for the quarter, beating the consensus estimate of €4.879 by €0.452.
          Is Cummins overvalued?
          According to Wall Street analysts Cummins’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Cummins pay dividends?
            Cummins does not currently pay dividends.
            What is Cummins’s EPS estimate?
            Cummins’s EPS estimate is 6.25.
              How many shares outstanding does Cummins have?
              Cummins has 137,989,060 shares outstanding.
                What happened to Cummins’s price movement after its last earnings report?
                Cummins reported an EPS of €5.331 in its last earnings report, beating expectations of €4.879. Following the earnings report the stock price went down -0.532%.
                  Which hedge fund is a major shareholder of Cummins?
                  Currently, no hedge funds are holding shares in DE:CUM
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Cummins

                    Cummins Inc. is a global innovator in power solutions, responsible for the design, manufacturing, distribution, and maintenance of a broad array of diesel and natural gas engines, alongside cutting-edge electric and hybrid powertrains, and associated components. Its operations are strategically divided into five segments: Engine, Distribution, Components, Power Systems, and New Power. The company's extensive engine portfolio, available under the Cummins brand and others, powers a vast range of heavy and medium-duty applications, including commercial trucks, buses, recreational vehicles, light-duty automobiles, construction and mining equipment, marine vessels, railway systems, oil and gas operations, defense, and agriculture. Complementing these engines, Cummins provides both new and remanufactured parts and comprehensive servicing. Beyond its core engine offerings, Cummins delivers sophisticated power generation systems, high-horsepower engines, and specialized application engineering. It also offers custom-designed assemblies, retail and wholesale aftermarket components, and expert repair services conducted both in-shop and on-site. The company's technological scope extends to emission control solutions, turbochargers, a variety of filtration systems (for air, fuel, lubricants, and hydraulics), coolants, fuel additives, and advanced electronic control modules, sensors, and supporting software. Fuel systems, both new and reconditioned, are also a key part of their product line, as are automated transmissions. For electrical power generation, Cummins provides standby and primary power generators, complete with controls, paralleling systems, and transfer switches, featuring products like Stamford and AVK A/C alternators. Embracing future energy demands, the company is a frontrunner in electrified power systems, encompassing battery technologies, fuel cells, and hydrogen production. This includes a robust offering of filtration, aftertreatment, control, air handling systems, automated transmissions, electric power generation, and battery solutions. Cummins distributes its diverse product range to original equipment manufacturers, an extensive network of distributors and dealers, and various other clientele worldwide. Founded in 1919 as the Cummins Engine Company, the enterprise adopted its current name, Cummins Inc., in 2001 and maintains its headquarters in Columbus, Indiana.

                    Cummins (CUM) Earnings & Revenues

                    CUM Company Deck

                    CUM Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call was overall positive: management reported modest organic revenue growth in Q1, strong international and data-center driven demand (notably in China), record Power Systems profitability, improved full-year revenue and EBITDA margin guidance, improved cash flow and active capital returns. These positives are tempered by continued weakness in North America on-highway truck volumes, significant margin pressure in the Engine segment this quarter, ongoing Accelera losses (including a one-time $199M charge), higher compensation-driven expenses, and regulatory/tariff uncertainties that could affect near-term transitions. On balance, the positive operational momentum, guidance upgrades and cash generation improvements outweigh the near-term headwinds.View all DE:CUM earnings summaries

                    CUM Net sales Breakdown

                    32.30%32.30%30.14%36.84%22.17%1.37%-22.82%
                    32.30% Engine
                    30.14% Components
                    36.84% Distribution
                    22.17% Power Systems
                    1.37% Accelera
                    -22.82% Intersegment eliminations
                    tipranks

                    CUM Stock 12 Month Forecast

                    Average Price Target

                    €681.80
                    ▲(16.59% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":315.286,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 15, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":334.988,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n       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