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Next Bullish Trade
CMI Cummins Inc. NYQ
$659.58 +3.89 (+0.59%)
Neutral · -0.08σ

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-03-31 $8.4B $0.7B $1.0B $0.1B 7.8% 11.9%
2025-12-31 $8.5B $0.6B $0.8B $1.0B 6.9% 9.1%
2025-09-30 $8.3B $0.5B $1.0B $1.0B 6.4% 11.6%
2025-06-30 $8.6B $0.9B $1.1B $0.6B 10.3% 12.8%
2025-03-31 $8.2B $0.8B $1.0B $-0.2B 10.1% 12.3%
2024-12-31 $nanB $nanB $nanB $nanB nan% nan%
2024-09-30 $nanB $nanB $nanB nan% nan%

Earnings replay · last 20 reports

DateEPS actual EPS estSurprise
2026-05-05 6.15 5.65 +8.8%
2026-02-05 4.27 5.02 -14.9%
2025-11-06 5.03 4.84 +4.0%
2025-08-05 6.43 5.16 +24.7%
2025-05-05 5.96 4.85 +23.0%
2025-02-04 3.02 4.64 -34.9%
2024-11-05 5.86 4.81 +21.9%
2024-08-01 5.26 4.76 +10.4%
2024-05-02 5.10 4.96 +2.7%
2024-02-06 4.14 4.47 -7.3%
2023-11-02 4.74 4.68 +1.1%
2023-08-03 5.05 5.34 -5.4%
2023-05-02 5.65 4.71 +20.0%
2023-02-06 4.51 4.52 -0.1%
2022-11-03 2.82 4.89 -42.3%
2022-08-02 4.77 4.34 +9.9%
2022-05-03 4.04 3.55 +13.7%
2022-02-03 2.73 3.14 -13.0%
2021-11-02 3.69 3.93 -6.0%
2021-08-03 4.10 4.05 +1.2%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Industrials

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
CMI $91B 34.2 19.5 2.7 19.4 7.4 25.8% 2.7% -21.0% 1.86%
GE $350B 41.7 38.6 7.3 32.7 18.8 31.1% 24.7% -1.8% 1.62%
RTX $247B 34.5 24.2 2.7 18.4 3.7 20.2% 8.7% 32.5% 2.93%
CAT $419B 45.3 30.3 5.9 31.5 22.5 28.6% 22.2% 30.2% 0.90%
HON $140B 35.2 19.2 3.7 19.5 10.3 36.9% 2.4% -41.9% 2.10%
BA $173B 86.9 52.4 1.9 -62.0 28.9 4.8% 14.0% 1.48%
UNP $162B 22.4 19.9 6.6 15.3 8.3 56.5% 3.2% 6.2% 2.49%
LMT $125B 26.2 16.8 1.7 17.9 16.6 9.9% 0.3% -11.5% 3.20%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 39.35%

HolderShares% out
Blackrock Inc. 11,835,524 8.58%
Vanguard Capital Management LLC 8,975,971 6.50%
Vanguard Portfolio Management LLC 7,498,010 5.43%
State Street Corporation 6,807,690 4.93%
FMR, LLC 5,428,312 3.93%
Geode Capital Management, LLC 3,746,388 2.71%
Fisher Asset Management, LLC 3,497,060 2.53%
Morgan Stanley 3,066,481 2.22%
Bank of America Corporation 1,757,248 1.27%
Northern Trust Corporation 1,722,109 1.25%

Insider activity · 90d

3 buys / 9 sells · ratio 0.33 · Finnhub

  • Merritt Brett Michael G 10,186
  • JACKSON DONALD G SELL 8,316 @ $710.36
  • JACKSON DONALD G SELL 8,796 @ $711.61
  • JACKSON DONALD G SELL 8,956 @ $712.70
  • Fetch Bonnie J G 11,524
  • Stoner Nathan R G 8,847
  • Belske Gary L BUY 3,244
  • Bush Jennifer Mary SELL 11,986 @ $697.29
  • Bush Jennifer Mary SELL 13,785 @ $695.21
  • Bush Jennifer Mary SELL 14,943 @ $694.13

Analyst estimates

Finnhub
Low
$520.0
Mean
$740.12366
High
$850.0
Analysts
19
Recommendation distribution · period 2026-06-01
5
12
11
Revision trend (2026-03-01 → 2026-06-01): net 16 → 17 +1 (net = strong_buy+buy − sell−strong_sell)

SEC filings

FormFiled DescriptionAction
4 2026-05-19 Insider transaction (Form 4) view ·
4 2026-05-14 Insider transaction (Form 4) view ·
4 2026-05-14 Insider transaction (Form 4) view ·
4 2026-05-14 Insider transaction (Form 4) view ·
8-K 2026-05-14 8-K view ·
4 2026-05-13 Insider transaction (Form 4) view ·
4 2026-05-13 Insider transaction (Form 4) view ·
4 2026-05-13 Insider transaction (Form 4) view ·
4 2026-05-13 Insider transaction (Form 4) view ·
4 2026-05-13 Insider transaction (Form 4) view ·
4 2026-05-13 Insider transaction (Form 4) view ·
4 2026-05-13 Insider transaction (Form 4) view ·
4 2026-05-13 Insider transaction (Form 4) view ·
4 2026-05-13 Insider transaction (Form 4) view ·
4 2026-05-13 Insider transaction (Form 4) view ·
4 2026-05-13 Insider transaction (Form 4) view ·
4 2026-05-13 Insider transaction (Form 4) view ·
4 2026-05-12 Insider transaction (Form 4) view ·
4 2026-05-12 Insider transaction (Form 4) view ·
4 2026-05-11 Insider transaction (Form 4) view ·
4 2026-05-11 Insider transaction (Form 4) view ·
4 2026-05-11 Insider transaction (Form 4) view ·
4 2026-05-08 Insider transaction (Form 4) view ·
10-Q 2026-05-05 10-Q view ·
8-K 2026-05-05 8-K view ·
4 2026-04-02 Insider transaction (Form 4) view ·
DEF 14A 2026-04-02 FORM- DEF 14A view ·
4 2026-03-04 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-02-26 Insider transaction (Form 4) view ·
4 2026-02-25 Insider transaction (Form 4) view ·
4 2026-02-24 Insider transaction (Form 4) view ·
4 2026-02-23 Insider transaction (Form 4) view ·
4 2026-02-23 Insider transaction (Form 4) view ·
4 2026-02-23 Insider transaction (Form 4) view ·
4 2026-02-23 Insider transaction (Form 4) view ·
4 2026-02-23 Insider transaction (Form 4) view ·
4 2026-02-13 Insider transaction (Form 4) view ·
4 2026-02-13 Insider transaction (Form 4) view ·
10-K 2026-02-10 10-K view ·
8-K 2026-02-05 8-K view ·
4 2025-11-25 Insider transaction (Form 4) view ·
4 2025-11-13 Insider transaction (Form 4) view ·
4 2025-11-10 Insider transaction (Form 4) view ·

About

Cummins Inc. offers various power solutions worldwide. The company operates through five segments: Engine, Distribution, Components, Power Systems, and Accelera. It offers diesel and natural gas-powered engines; and drivetrain systems, including axles, drivelines, brakes, and suspension systems; and on- and off-highway, and other products. The company also provides aftertreatment technology and solutions comprising custom engineering systems and integrated controls, oxidation catalysts, particulate filters, and selective catalytic reduction systems, as well as engineered components, including dosers; turbochargers, fuel systems, and valvetrain technologies; electronic control modules, sensors, and supporting software; and automated manual transmissions, and automatic transmissions for internal combustion engines. In addition, it sells and offers support services power generation systems, high-horsepower engines, and heavy-duty and medium-duty engines; offers application engineering services, custom-designed assemblies, and in-shop and field-based repair services; and retail and wholesale aftermarket parts. Further, the company offers standby and prime power generators, controls, pa…