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Cummins (GB:0I58)
LSE:0I58

Cummins (0I58) Price & Analysis

2 Followers

0I58 Stock Chart & Stats

$652.26
-$13.97(-2.14%)
At close: 4:00 PM EDT
$652.26
-$13.97(-2.14%)

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

0I58 FAQ

What was Cummins’s price range in the past 12 months?
Cummins lowest share price was $390.14 and its highest was $740.00 in the past 12 months.
    What is Cummins’s market cap?
    Cummins’s market cap is $78.84B.
      When is Cummins’s upcoming earnings report date?
      Cummins’s upcoming earnings report date is Oct 29, 2026 which is in 63 days.
        How were Cummins’s earnings last quarter?
        Cummins released its earnings results on Aug 04, 2026. The company reported $6.73 earnings per share for the quarter, missing the consensus estimate of $7.21 by -$0.48.
          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 pays a Quarterly dividend of $2.2 which represents an annual dividend yield of 1.41%. See more information on Cummins dividends here
              What is Cummins’s EPS estimate?
              Cummins’s EPS estimate is 8.2.
                How many shares outstanding does Cummins have?
                Cummins has 137,664,490 shares outstanding.
                  What happened to Cummins’s price movement after its last earnings report?
                  Cummins reported an EPS of $6.73 in its last earnings report, missing expectations of $7.21. Following the earnings report the stock price went down -2.991%.
                    Which hedge fund is a major shareholder of Cummins?
                    Currently, no hedge funds are holding shares in GB:0I58
                    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 (0I58) Earnings & Revenues

                      0I58 Company Deck

                      0I58 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 GB:0I58 earnings summaries

                      0I58 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

                      0I58 Stock 12 Month Forecast

                      Average Price Target

                      $775.45
                      ▲(18.89% Upside)
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style=\"color:#199ca5\">Buy 10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 14, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":507.768,"date":1767225600000,"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 17,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":582.893,"date":1769904000000,"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 17,\t&nbsp; </span>\n              <span  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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":657.366,"date":1777593600000,"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 18,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":635.465,"date":1780272000000,"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 23,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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