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Cummins

NYSE: CMI

Stock price

572.67 USD

(+0%) TODAY

Construction Machinery & Heavy Transportation EquipmentIndustrial - Machinery

Financial Performance

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5Y price score: 198

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 401.3%

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    389.5

    52-week range

    737.7

    572.67

    Your model inputs

    Required return / cost of capital
    %
    FCFF terminal growth rate
    %

    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    4.2 %

    Dividend Yield TTM

    1.4 %

    Market cap $

    $ 79,022

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    29.3

    Price / Book TTM

    6.2

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    6.1

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    46.5 %

    153.9 %

    401.3 %

    Free cash flow per share growth

    125.3 %

    19.4 %

    143.6 %

    Earnings per share growth

    4.8 %

    70.7 %

    161.5 %

    Founded: 1,919

    Employees: 69,600

    Business Summary: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.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q2 (Aug 4, 2026)

    1) Strategy & Leadership - Cummins hosted its 2026 Analyst Day in May, raising 2030 financial targets and reinforcing shareholder capital return commitments. - The company is expanding its global capacity in response to growing demand, particularly in data centers, and has signed a multiyear agreement with a global hyperscaler for future genset demand. - The EPA's proposed rule on 2027 emissions regulations allows for a phased transition to new engine platforms, which Cummins plans to leverage to maintain product availability and customer confidence.

    2) Financial & Segment Results - Record Q2 2026 sales of $9.5 billion, up 9% YoY, with EBITDA at $1.7 billion (17.5% of sales), compared to $1.6 billion (18.4% of sales) last year. - North America revenues increased 8%, while international revenues grew 12%, led by a 30% increase in China. - Engine segment revenues were $3.1 billion (up 6%), with EBITDA margins at 12.5%. The Components segment saw revenues of $2.9 billion (up 7%), while the Distribution segment reached $3.3 billion (up 9%).

    Segment Q2 2026 Revenue YoY Growth EBITDA Margin
    Engine $3.1 billion 6% 12.5%
    Components $2.9 billion 7% 13.2%
    Distribution $3.3 billion 9% 13.6%
    Power Systems $2.3 billion 19% 24.5%

    3) Operational or Product Plans - Cummins plans limited production of the model year 2027 X15 and X10 engines starting January 2027, with full production expected by Q4 2027 and Q3 2027, respectively. - The company is investing in expanding its power generation portfolio, including a new 130-liter natural gas genset. - The Power Systems segment is expected to grow revenues by 14% to 19% in 2026, driven by strong demand, particularly in data centers.

    4) Guidance & Outlook / Investor Angle - Cummins raised its full-year revenue growth outlook to 10% to 13% from a previous 8% to 11%, reflecting strong demand across key markets. - The North America heavy-duty truck forecast was raised to 240,000 to 250,000 units for 2026, up from 230,000 to 250,000 units. - The company returned over $0.5 billion to shareholders through share repurchases and dividends, with a 10% increase in the quarterly cash dividend.

    5) Problems / Headwinds - While demand remains strong, Cummins faces capacity constraints in power generation, which may limit growth despite high customer demand. - The impact of tariffs and higher variable compensation expenses were noted as factors affecting EBITDA margins.

    Bottom line: Cummins is positioned for strong growth in 2026, driven by robust demand in power generation and truck markets, alongside strategic capacity expansions and a phased transition to new engine platforms. The company's commitment to returning capital to shareholders and its strong financial performance make it an attractive investment opportunity.

    Annual Reports, Presentations And IR Contacts

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    Cummins — Financial Overview, Stock Price, Market Cap

    Cummins is a company. Founded in 1919. As of August 26, 2026, the company's market capitalization is $79022160630 with a current stock price of $572.67.