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Cummins Inc (CH:CUM)
NYSE:CUM

Cummins (CUM) Price & Analysis

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CUM Stock Chart & Stats

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Bulls Say, Bears Say

Bulls Say
Power Systems Margins & GrowthPower Systems is a structurally higher‑margin, growing business driven by data center and backup power demand. Record Q1 profitability and upgraded revenue/margin guidance indicate durable earnings contribution, improving portfolio mix and helping insulate overall margins from cyclical engine weakness.
Aftermarket And Distribution NetworkA large installed base plus a global distributor/dealer network generates recurring, higher‑margin aftermarket sales and service revenue. That steady annuity stream dampens cycle swings, supports cash conversion over time, and reinforces customer lock‑in across engines, components and power products.
Improved Cash Generation & Capital ReturnsConsistent multi‑billion dollar operating cash flow and meaningful free cash flow enable investment in new power technologies while funding dividends and buybacks. Strong cash conversion capacity underpins strategic flexibility and sustained capital returns despite industrial cycle variability.
Bears Say
Engine Segment Margin PressureEngines remain a core but cyclical business tied to North American on‑highway volumes. Sharp Q1 margin compression from weaker volumes, higher compensation and R&D for upcoming launches highlights sensitivity of corporate profitability to OEM cycles and transition costs, a multi‑quarter risk.
Accelera Losses And Transition CostsInvestments in electrified and hydrogen power (Accelera) are strategically important but currently loss‑making and include one‑offs. Persistent negative EBITDA and large charges create a near‑term drag on consolidated margins and cash, extending the timeframe to breakeven and value realization.
Cash Conversion And Leverage VariabilityBalance sheet and cash generation have improved but historically swung materially. Periods of weaker cash conversion and fluctuating leverage can amplify earnings volatility, constrain investment or buybacks in downturns, and raise refinancing and liquidity risk across cycles.

Cummins News

CUM FAQ

What was Cummins Inc’s price range in the past 12 months?
Currently, no data Available
What is Cummins Inc’s market cap?
Cummins Inc’s market cap is CHF81.39B.
    When is Cummins Inc’s upcoming earnings report date?
    Cummins Inc’s upcoming earnings report date is Aug 04, 2026 which is in 39 days.
      How were Cummins Inc’s earnings last quarter?
      Cummins Inc released its earnings results on May 05, 2026. The company reported $4.874 earnings per share for the quarter, beating the consensus estimate of $4.461 by $0.413.
        Is Cummins Inc overvalued?
        According to Wall Street analysts Cummins Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Cummins Inc pay dividends?
          Cummins Inc does not currently pay dividends.
          What is Cummins Inc’s EPS estimate?
          Cummins Inc’s EPS estimate is 5.76.
            How many shares outstanding does Cummins Inc have?
            Currently, no data Available
            What happened to Cummins Inc’s price movement after its last earnings report?
            Cummins Inc reported an EPS of $4.874 in its last earnings report, beating expectations of $4.461. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Cummins Inc?
              Currently, no hedge funds are holding shares in CH: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 Inc

                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 CH: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
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                CUM Stock 12 Month Forecast

                Average Price Target

                $625.87
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