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Cummins Inc. CMI

Industrials — Specialty Industrial Machinery
S&P 500 Member Dividend Champion (5y)
Indexes indicate stock being part of an index ,
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
40.32
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell 2 3 — — 4 1 — 8 — — 1 —
Insider Ownership
0.49%

Capital & Financial Ratios

Market Cap
72,210.00
Revenue
34,708.00
Net Income
2,827.00
Free Cash Flow
3,367.00
Net Debt
2,964.00
Current Ratio
1.73
Debt/Equity
0.50
P/E ratio
27.07
P/S ratio
2.11
P/B ratio
5.28
Past 5Y EPS Growth
14.40%
This Y EPS Growth
24.12%
Next Y EPS Growth
16.93%
Next 5Y EPS Growth
19.28%
in millions of $

Dividends

Payout Ratio
0.35
Annual Dividend Rate
6.72
Annual Dividend Yield
2.74%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡‡
2026 8.36
—
—
—
2025 7.64
—
—
—
—
2024 7.00
—
—
—
—
2023 6.50
—
—
—
—
2022 6.04
—
—
—
—
2021 5.60
—
—
—
—
2020 5.28
—
—
—
—
2019 4.90
—
—
—
—
2018 4.44
—
—
—
—
2017 4.21
—
—
—
—
2016 4.00
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 2,741.00 2,264.00 3,609.00 3,924.00
Receivables 5,583.00 5,181.00 5,818.00 6,585.00
Inventory 5,677.00 5,742.00 5,822.00 6,397.00
Other — — — —
15,198.00 14,752.00 16,925.00 18,434.00
2023 2024 2025 Q'26
Payables 4,260.00 3,951.00 3,800.00 4,654.00
ST’ Debt 118.00 660.00 94.00 151.00
Other — — — —
12,903.00 11,234.00 9,610.00 10,673.00
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 8,398.00 9,457.00 — —
—
’25 8,174.00 8,643.00 8,317.00 8,536.00
33,670.00
’24 8,403.00 8,796.00 8,456.00 8,447.00
34,102.00
’23 8,453.00 8,638.00 8,431.00 8,543.00
34,065.00
’22 6,385.00 6,586.00 7,333.00 7,770.00
28,074.00
’21 6,092.00 6,111.00 5,968.00 5,850.00
24,021.00
’20 5,011.00 3,852.00 5,118.00 5,830.00
19,811.00
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 309.00 1,499.00 — —
—
’25 (3.00) 785.00 1,305.00 1,534.00
3,621.00
’24 276.00 (851.00) 640.00 1,422.00
1,487.00
’23 495.00 483.00 1,529.00 1,459.00
3,966.00
’22 164.00 599.00 382.00 817.00
1,962.00
’21 339.00 616.00 569.00 732.00
2,256.00
’20 379.00 (22.00) 1,223.00 1,142.00
2,722.00
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 120.00 1,250.00 — —
—
’25 (165.00) 554.00 1,007.00 990.00
2,386.00
’24 107.00 (1,091.00) 381.00 882.00
279.00
’23 302.00 262.00 1,249.00 940.00
2,753.00
’22 60.00 452.00 180.00 354.00
1,046.00
’21 252.00 511.00 419.00 340.00
1,522.00
’20 304.00 (99.00) 1,107.00 882.00
2,194.00
in millions of $

EPS

Mar Jun Sep Dec Year
’26 4.71 6.73 — —
—
’25 5.96 6.43 3.86 4.27
20.50
’24 14.03 5.26 5.86 3.02
28.37
’23 5.55 5.05 4.59 (10.01)
5.15
’22 2.92 4.94 2.82 4.43
15.12
’21 4.07 4.10 3.69 2.73
14.61
’20 3.41 1.86 3.36 3.36
12.01

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1.8
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 184.28 203.18 226.53 260.02 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 254.09 265.28 387.90 526.50 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 73,600 75,500 69,600 67,400 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.38 0.45 0.49 0.50 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 28,074.00 34,065.00 34,102.00 33,670.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 23.93% 24.22% 24.75% 25.29% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,819.00 1,626.00 4,903.00 3,963.00 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.04% 4.77% 14.38% 11.77% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,183.00 840.00 4,068.00 2,957.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 784.00 1,024.00 1,065.00 1,105.00 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 198.40 240.40 246.76 244.16 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15.20 5.19 28.55 20.62 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.87 27.99 10.76 26.26 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (6.47) (8.56) (8.74) (8.96) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.39 19.43 2.02 17.30 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 70.44 69.89 81.82 97.23 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 141.50 141.70 138.20 137.90 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15.85 46.29 12.30 24.76 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.21 1.00 1.41 2.09 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.42 3.45 4.26 5.25 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.30 1.07 1.51 2.19 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 35.00 13.21 184.07 30.88 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,962.00 3,966.00 1,487.00 3,621.00 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (916.00) (1,213.00) (1,208.00) (1,235.00) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,046.00 2,753.00 279.00 2,386.00 — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3,030.00 2,295.00 3,518.00 7,315.00 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5,071.00 4,920.00 5,444.00 6,886.00 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,498.00 2,179.00 3,180.00 3,277.00 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9,967.00 9,904.00 11,308.00 13,408.00 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.97% 2.36% 12.42% 8.68% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.69% 9.11% 16.18% 15.08% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 22.64% 7.40% 37.21% 23.01% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Cummins Inc. (CMI) has powered through macroeconomic turbulence, delivering a 7.7% revenue CAGR from $17.5 billion in 2016 to $34.1 billion in 2024, with projections soaring to $41.5 billion by 2028. Despite a 2020 COVID dip and a staggering $1.675 billion EPA fine cratering 2023 profits, 2024 marked a dramatic rebound: EPS leaped 450% to $28.55, ROE hit 37.2%, and revenue per employee climbed 30% to $489,971 amid leaner headcount. Stable 24-25% gross margins and Accelera’s zero-emission push position CMI for electrification tailwinds from U.S. subsidies and EU mandates.

Valuation metrics reveal a stock outpacing fundamentals—revenue per share up 190% since 2016, yet shares expanded 3-4x at peaks with forward P/E at 23x and EV/FCF normalizing to 31x. Balance sheet strength supports rising debt and capex, fueling 15-20% ROE forecasts, though heavy insider selling (80:1 sell-to-buy ratio) flashes caution after the rally.

Analysts project 5% near-term upside to $41.5 billion revenue and $35+ EPS by 2028, propelled by infrastructure spending and hydrogen tech, but tempered by tariffs, recession risks, and EV capex drag. CMI’s resilience screams quality compounder—dive into correlations, forecasts, and risks for the full quantitative breakdown.

Read full commentary →

Cummins Inc. (CMI) Latest News

News by impact score

Fine-tune

18 Sep

3 www.trefis.com, 4:35 PM
Caterpillar's tariff bill raises more investor concern than its backlog, with potential competitive shifts for engine and machinery peers including Cummins Inc. Tariff costs at Caterpillar could modestly reshape sector competitive dynamics and short-term sentiment around Cummins.

17 Sep

4 www.marketbeat.com, 9:02 AM
Cummins anticipates a rebound in truck demand and data-center power orders extending to 2028. Truck demand rebound and 2028 data-center orders indicate major revenue visibility and growth potential.

3 , 9:21 AM
Generac signs generator supply deal with Amazon for $2.4B in initial deliveries. Generac's major Amazon contract increases competitive pressure on Cummins in the generator market.

10 Sep

3 www.fool.com, 11:20 AM
Cummins supplies power solutions essential for data center operations, raising questions on whether this business makes its stock a buy. Cummins' data center power solutions offer moderate growth potential in an expanding market without fundamentally altering company trajectory.

3 Sep

3 , 11:30 AM
Cummins (CMI) shares have dropped 15.3% since the most recent earnings report. Post-earnings stock decline of this magnitude reflects investor concerns over financial results and near-term outlook.

27 Aug

4 , 10:16 AM
Cummins secures landmark AI data center BESS contract that may strengthen long-term growth outlook and investor sentiment for CMI. Landmark AI data center BESS win signals major strategic expansion into high-growth energy storage markets with potential to materially lift future revenue trajectory.

4 , 7:06 AM
Cummins Inc. secured its largest battery storage contract to date, supplying systems for a major US data center. Largest battery storage deal strengthens Cummins position in data center power solutions and supports long-term growth.

24 Aug

4 www.fool.com, 10:35 PM
Hyperscalers will spend $750 billion on AI infrastructure this year. Cummins supplies backup power systems required for the associated data centers. AI data center expansion drives major new demand for Cummins backup power products.

21 Aug

4 www.fool.com, 1:25 PM
Hyperscalers will spend $750 billion on AI this year, increasing demand for Cummins backup power systems in data centers. AI infrastructure spending surge will drive higher sales of Cummins backup power products.

19 Aug

3 , 1:10 AM
Cummins secures large BESS project. Stock may still be 17% undervalued. Large BESS project win signals moderate growth in energy storage without shifting core trajectory.

18 Aug

3 , 9:37 AM
Cummins Inc. selected to supply battery energy storage systems for large U.S. data center project. Contract win supports expansion into data center energy storage amid rising demand.

12 Aug

3 , 6:53 PM
Cummins Q2 earnings call featured analyst questions on financial results, demand trends, margin pressures, and strategic outlook for the engine and power systems maker. Earnings call analyst questions surface investor focus areas that can shift short-term sentiment and highlight operational risks or opportunities.

11 Aug

3 www.trefis.com, 7:51 PM
CAT's latest earnings call signals steady demand in construction and industrial equipment markets along with supply chain stabilization, indicating potential competitive pressure and volume trends for CMI's engine and power generation businesses. CAT commentary reveals market demand and pricing trends that moderately affect CMI's near-term order flow and margins.

3 transcript www.fool.com, 12:28 PM
Cummins Inc. held Q2 2026 earnings call covering financial results, operations, and outlook. Earnings release supplies performance data that may shift near-term investor sentiment without major strategic shifts.

5 Aug

4 , 10:11 PM
Cummins reported record Q2 results, raised its 2026 outlook and increased its dividend, driving a 7.3% stock gain. Record Q2 results plus raised 2026 outlook and dividend hike point to stronger earnings trajectory and investor gains.

4 , 10:00 AM
Cummins Q2 earnings call highlights robust power demand and leads to an upgraded full-year outlook. Raised outlook tied to strong power demand signals major positive shift in financial trajectory.

4 transcript www.marketbeat.com, 12:03 AM
Cummins Inc. released Q2 earnings call highlights covering financial results, operational performance, and forward guidance. Q2 earnings call highlights contain financial metrics and guidance that directly influence investor expectations and stock trajectory.

3 , 10:45 AM
Cummins Inc. missed Q2 earnings estimates due to high costs while revenues beat projections. Mixed Q2 results with earnings miss from costs point to margin pressure that may affect near-term stock sentiment.

4 Aug

4 app.moby.co, 5:30 PM
Cummins Inc. held its Q2 2026 earnings call, reporting financial results and providing operational and strategic updates for the quarter. Q2 earnings call delivers financial results and guidance that typically drive significant shifts in investor sentiment and stock trajectory.

4 transcript , 5:05 PM
Cummins Inc reported record Q2 2026 sales and raised full-year guidance amid strong demand and operational gains across segments. Record sales and raised guidance signal strong demand and improved financial outlook for Cummins.

4 , 7:30 AM
Cummins Inc. reported strong second quarter 2026 results and raised its full-year outlook. Strong quarterly results with raised full-year guidance signal improved financial performance and positive shifts in market trajectory.

3 investorshub.advfn.com, 10:11 AM
Cummins posted record revenue but missed earnings expectations, causing shares to decline. Earnings miss despite record revenue triggered share price decline and signals investor concerns over profitability.

3 , 9:30 AM
Cummins (CMI) Q2 earnings key metrics show revenue, profit margins, and segment performance that reflect operational results and market demand for the quarter. Q2 earnings metrics can moderately shift investor views on financial performance and near-term outlook.

3 , 8:50 AM
Cummins (CMI) reported Q2 earnings that missed analyst estimates. Q2 earnings miss typically triggers negative stock reaction and short-term sentiment pressure.

3 , 8:28 AM
Cummins exceeded Q2 CY2026 sales expectations yet its stock declined. Sales beat paired with immediate stock drop signals moderate market concerns over future outlook.

3 , 6:30 AM
Clean Energy expands natural gas fueling network across Canada as trucking and refuse fleets adopt the fuel. Canadian natural gas infrastructure growth supports higher demand for Cummins natural gas engines in fleets.

3 Aug

3 , 7:17 AM
Cummins prepares Q2 earnings release with focus on revenue, EPS, segment performance in engines and power systems, and forward outlook. Q2 earnings preview points to moderate effects on Cummins financial trajectory and investor views.

29 Jul

4 , 7:07 PM
Cummins delays 2027 engine rollout as EPA rewrites emission regulations. EPA rule revisions force Cummins to postpone 2027 engine launch, shifting product timelines and market positioning.

28 Jul

3 , 9:10 PM
Cummins (CMI) stock may be 14% undervalued, supported by rising power demand that reinforces a bullish outlook. Power demand growth could lift Cummins valuation and near-term investor sentiment without altering core operations.

23 Jul

3 , 8:00 AM
Cummins Inc. announces a phased launch plan for Model Year 2027 products. Phased 2027 product launches affect future positioning in engine markets without immediate transformation.
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