Cummins is rated 'hold' as valuation appears stretched after a 60% rally and a significant re-rating versus historical and peer multiples. Power Systems and Distribution segments drive resilient margins and growth, offsetting cyclical weakness in Engines and Components amid soft North American truck markets. Management guides for 3–8% revenue growth and 17–18% EBITDA margins in 2026, with tarif...
Shareholders should contact the firm immediately as there may be limited time to enforce your rights Shareholders should contact the firm immediately as there may be limited time to enforce your rights
COLUMBUS, Ind.--(BUSINESS WIRE)--The Board of Directors of Cummins Inc. (NYSE: CMI) today declared a quarterly common stock cash dividend of 2.00 dollars per share. The dividend is payable on March 5, 2026, to shareholders of record on February 20, 2026. About Cummins Inc. Cummins Inc., a global power leader, is committed to powering a more prosperous world. Since 1919, we have delivered innova...
I see a rising risk of a second inflation wave, with consensus underestimating persistent inflation above 3% through 2026. Leading indicators like the ISM Manufacturing Prices Index and commodity prices signal renewed inflationary pressures despite subdued official CPI data. My investment thesis favors energy royalties, critical materials, infrastructure, and luxury stocks with strong pricing p...
Cummins Inc. delivered mixed Q4 results, with flat sales but strong cash flow driven by robust data center power generation demand. Power Systems and Distribution segments, fueled by data center growth, offset weakness in trucking-related segments; free cash flow surged to $2.4B from $279M year-over-year. CMI's 2026 guidance calls for 3%-8% sales growth and 17%-18% EBITDA margin, in line with c...
COLUMBUS, Ind.--(BUSINESS WIRE)--Cummins Inc. (NYSE: CMI) today reported fourth quarter and full-year 2025 results. “Cummins delivered strong operational results in the fourth quarter and full year despite continued weakness in North America truck markets. Our Distribution and Power Systems segments achieved record full-year sales and profitability as a result of disciplined execution and robus...
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