CUM Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Free Cash Flow StrengthConsistent, sizable free cash flow (~$3.4B TTM) provides durable financial flexibility to fund capacity expansion, R&D, dividend growth and buybacks without relying on external financing. Over 2–6 months this underpins execution of strategic investments and shareholder returns.
Recurring Aftermarket & Distribution FootprintA large, growing distribution and aftermarket business drives recurring parts and service revenue that is less cyclical than equipment sales. This installed-base pull-through supports margin resilience and predictable cash conversion over medium-term cycles.
Power Systems And China MomentumStrong, structural demand in Power Systems (data center backup/prime-power) and accelerated China sales create durable revenue diversification outside on-highway engines. Multiyear hyperscaler agreements and double-digit China growth support sustainable higher-dollar profitability.
Bears Say
Ongoing Accelera LossesAccelera (zero-emissions/hydrogen/electrification) is growing revenue but remains loss-making with sizable projected net losses. Continued investment will pressure consolidated margins and cash generation until commercialization scales, creating multi-quarter earnings drag.
Margin Percent Compression From Higher CostsMargin percentage erosion reflects elevated incentive compensation, freight, R&D/product coverage and warranty accruals tied to platform transitions. These structural cost increases can depress margin ratios across cycles until productivity gains or pricing recovery fully offset them.
Power Generation Capacity ConstraintsStrong backlog and data-center demand are being limited by manufacturing capacity for larger gensets. Capacity bottlenecks can delay revenue realization and margin expansion; addressing them requires multi-quarter capital investments and supply-chain scaling.
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 CHF70.89B.
When is Cummins Inc’s upcoming earnings report date?
Cummins Inc’s upcoming earnings report date is Oct 29, 2026 which is in 77 days.
How were Cummins Inc’s earnings last quarter?
Cummins Inc released its earnings results on Aug 04, 2026. The company reported $5.462 earnings per share for the quarter, missing the consensus estimate of $5.852 by -$0.39.
Is Cummins Inc overvalued?
According to Wall Street analysts Cummins Inc’s price is currently Undervalued.
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 6.6.
How many shares outstanding does Cummins Inc have?
Cummins Inc has 137,664,490 shares outstanding.
What happened to Cummins Inc’s price movement after its last earnings report?
Cummins Inc reported an EPS of $5.462 in its last earnings report, missing expectations of $5.852. 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
Cummins Stock Smart Score
Outperform
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Analyst Consensus
Moderate Buy
Average Price Target:
CHF626.65 (― Upside)
CHF626.65 (― Upside)
Blogger Sentiment
Bullish
CH:CUM Sentiment 80%
Sector Average 56%
Sector Average 56%
Insider Transactions
Sold Shares
Worth CHF7.6M over
the Last 3 Months
the Last 3 Months
Technicals
SMA
Positive
20 days / 200 days
Momentum
84.87%
12-Months-Change
Fundamentals
Return on Equity
1.23%
Trailing 12-Months
Asset Growth
4.00%
Trailing 12-Months
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.
CUM Company Deck
CUM Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented strong operational and financial momentum: record revenue and EBITDA dollars, raised full-year revenue and EBITDA guidance, robust cash flow, meaningful data center and China demand, and expanded capacity/product plans. Offsetting pressures include margin percent compression driven by incentive compensation, higher R&D/product coverage and freight costs, ongoing Accelera losses, and power generation capacity constraints that temper upside. Management communicated clear plans to invest in capacity, execute a phased EPA-driven engine rollout to smooth transition risk, and return capital to shareholders.View all CH:CUM earnings summariesCUM Net sales Breakdown
32.30% Engine
30.14% Components
36.84% Distribution
22.17% Power Systems
1.37% Accelera
-22.82% Intersegment eliminations

CUM Stock 12 Month Forecast
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