Cummins stock analysis
Cummins (CUM) Stock Price & Analysis
CUM Stock Chart & Stats
- Day’s Range
- EUR 409.70 - EUR 415.80
- 52-Week Range
- EUR 390.40 - EUR 640.00
- Previous Close
- EUR 411.30
- Volume
- N/A
- Average Volume (3M)
- 24
- Market Cap
- EUR 55.74B
- Enterprise Value
- EUR 76.29B
- Total Cash (Recent Filing)
- EUR 4.18B
- Total Debt (Recent Filing)
- EUR 8.12B
- Price to Earnings (P/E)
- 18.9
- Beta
- 0.42
- Next Earnings
- Feb 09, 2027 (Est.)
- EPS Estimate
- 7.05
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.73%
Bulls Say, Bears Say
Bulls Say
Power Generation Growth
Strong data-center demand provides Cummins with a durable growth avenue beyond cyclical truck markets. Extended genset orders, hyperscaler commitments, and capacity expansion can support multi-year revenue visibility while improving scale and reinforcing the company’s position in critical power infrastructure.
Profitability And Cash Generation
Healthy margins and substantial operating cash flow indicate that Cummins is converting its broad equipment and service operations into meaningful earnings and liquidity. This supports investment in capacity and technology while providing flexibility for shareholder returns and resilience across industrial cycles.
Installed-base Aftermarket Model
The global installed base creates recurring demand for replacement parts, maintenance, consumables, and support contracts. This service network diversifies revenue away from original-equipment cycles, strengthens customer relationships, and can provide steadier cash generation as equipment remains in operation.
Bears Say
Pickup-truck Weakness
Persistent weakness in pickup-truck demand is reducing engine volumes and forced a lower full-year revenue outlook. If elevated diesel prices and interest rates continue to suppress customer purchases, this market can remain a meaningful drag on engine utilization, growth, and operating leverage.
Accelera Product And Loss Risk
Accelera remains a material earnings burden while its revenue is declining and losses persist. The HyLYZER stop-use recommendation adds operational and financial uncertainty, potentially requiring remediation or further investment and delaying the contribution expected from Cummins’ lower-carbon technology strategy.
Volatile Cash Conversion And Leverage
Although current cash generation is solid, the sharp prior-year free-cash-flow decline shows that working capital and industrial-cycle swings can materially affect liquidity. Meaningful debt increases sensitivity to weaker earnings, potentially limiting flexibility for investment, acquisitions, or shareholder distributions during downturns.
Cummins News
CUM FAQ
What was Cummins’s price range in the past 12 months?
What is Cummins’s market cap?
When is Cummins’s upcoming earnings report date?
How were Cummins’s earnings last quarter?
Is Cummins overvalued?
Does Cummins pay dividends?
What is Cummins’s EPS estimate?
How many shares outstanding does Cummins have?
What happened to Cummins’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Cummins?
What is the TipRanks Smart Score and how is it calculated?
Cummins Stock Smart Score
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.
- Sector
- Industrials
- Industry
- Industrial - Machinery
- CEO
- Jennifer W. Rumsey
- Employees
- 67,400
- Website
- www.cummins.com
- Address
- 500 Jackson Street, Columbus, IN, 47202-3005, US
Cummins (CUM) Earnings & Revenues
CUM Company Deck
CUM Earnings Call
Earnings Call SentimentPositive
The call was strongly positive overall. Cummins reported record EBITDA, gross margin, earnings, and strong operating cash flow, with especially robust power-generation and data-center demand, continued capacity expansion, and positive progress toward its long-term targets. These strengths outweighed the lower full-year revenue outlook, weaker pickup-truck and China truck demand, supply-chain constraints, product-review issues at Accelera, and modest price-cost pressure.
View all DE: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
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 7 | 1 | 14 |
| Technical Analysis | 7 | 1 | 2 |
| Moving Averages | 0 | 0 | 12 |
