Cummins Inc. · NYSE (us_market)
Industrials · Specialty Industrial Machinery · United States
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, paralleling systems, and transfer switches; turnkey solutions for distributed generation and energy management applications using natural gas, diesel, battery energy storage systems, and newer alternative sustainable fuels; diesel and natural gas high-speed, high-horsepower engines; and A/C generator/alternator products. Additionally, it provides electrified power systems, including batteries, fuel cells, and electric powertrain technologies. It sells its products to original equipment manufacturers, distributors, dealers, and other customers. The company was formerly known as Cummins Engine Company and changed its name to Cummins Inc. in 2001. Cummins Inc. was founded in 1919 and is headquartered in Columbus, Indiana.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-02-04$605.63 RISE2026-03-30$511.70 PEAK2026-05-14$716.45 99d | -15.5% 54d | Missed | Missed | — | — | +40.0% 45d | Missed |
DROP2025-02-19$386.07 RISE2025-06-20$314.26 PEAK2025-09-16$415.44 209d | -18.6% 121d | Missed | Missed | — | — | +32.2% 88d | Missed |
DROP2025-02-19$386.07 RISE2025-04-08$267.12 PEAK2025-05-19$336.65 89d | -30.8% 48d | Missed | Missed | — | — | +26.0% 41d | Missed |
DROP2023-08-01$264.99 RISE2023-10-27$215.24 PEAK2023-12-14$248.27 135d | -18.8% 87d | Missed | Missed | — | — | +15.3% 48d | Missed |
DROP2023-03-03$258.06 RISE2023-05-31$204.41 PEAK2023-08-01$264.99 151d | -20.8% 89d | Missed | Missed | — | — | +29.6% 62d | Missed |
DROP2022-02-16$223.31 RISE2022-06-23$185.89 PEAK2022-08-16$232.40 181d | -16.8% 127d | Missed | Missed | — | — | +25.0% 54d | Missed |
DROP2020-01-02$179.32 RISE2020-03-23$102.76 PEAK2020-06-08$183.90 158d | -42.7% 81d | 2020-03-19 $118.55 | 2020-06-08 $183.90 | 88Deep Value | 58Deep Value | +79.0% 77d | +55.1% Held 81d |
The legacy auto makers are wading into AI with battery storage sales. That’s what is driving their stocks right now—not new vehicles.
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
The company's data center business is driving earnings growth and offsetting cyclical weakness.
Here is how Cummins (CMI) and Custom Truck One Source, Inc. (CTOS) have performed compared to their sector so far this year.
May 27 (Reuters) - Engine maker Cummins India reported a nearly 23% rise in fourth-quarter profit on Wednesday, helped by strong demand for its products.
CMI, ATKR and LEGH made a tight earnings-acceleration screen, with rising EPS growth often linked to future stock gains.
Cummins Inc. (NYSE:CMI) is one of the 10 Best Performing Data Center Stocks So Far in 2026. On May 11, 2026, Evercore ISI raised the firm’s price target on Cummins Inc. (NYSE:CMI) to $845 from $694 and maintained an Outperform rating on the shares. Truist also raised the firm’s price target on Cummins Inc. (NYSE:CMI) […]
Cummins Inc. (NYSE:CMI) is one of the 10 Best Performing Data Center Stocks So Far in 2026. On May 11, 2026, Evercore ISI raised the firm’s price target on Cummins Inc. (NYSE:CMI) to $845 from $694 and maintained an Outperform rating on the shares. Truist also raised the firm’s price target on Cummins Inc. (NYSE:CMI) […]
C3.ai (NYSE:AI) won a US$23.3 million jury verdict in Delaware in a trade secrets lawsuit against Cummins. The jury unanimously found that Cummins misappropriated C3.ai trade secrets, resulting in the damages award. The case centers on protection of C3.ai intellectual property in the competitive enterprise AI software market. C3.ai focuses on enterprise AI software, offering tools that help large organizations deploy AI across operations. The company operates in an industry where data,...
C3.ai (NYSE:AI) won a US$23.3 million jury verdict in Delaware in a trade secrets lawsuit against Cummins. The jury unanimously found that Cummins misappropriated C3.ai trade secrets, resulting in the damages award. The case centers on protection of C3.ai intellectual property in the competitive enterprise AI software market. C3.ai focuses on enterprise AI software, offering tools that help large organizations deploy AI across operations. The company operates in an industry where data,...
Cummins Inc. (CMI) Analyst/Investor Day May 21, 2026 9:30 AM EDTCompany ParticipantsNicholas Arens - Executive Director of Investor Relations and Business...
CAT's Power & Energy segment is riding AI-driven data center demand, with backlog growth and capacity expansion fueling its 2030 targets.
CAT's Power & Energy segment is riding AI-driven data center demand, with backlog growth and capacity expansion fueling its 2030 targets.
Cummins —the dominant maker of diesel engine technology—finds itself, happily, caught up in the artificial-intelligence data-center boom. CEO Jennifer Rumsey’s company is no stranger to boom-bust business cycles, and she says it can navigate the swings in AI demand, partly from its experience selling heavy-duty truck engines. Cummins’ AI-related business—supplying backup power for data centers—has sent the stock’s valuation to levels not seen in a decade.
Curious about the top performers within the S&P500 index one hour before the close of the markets on Thursday? Dive into the list of today's session's top gainers and losers for a comprehensive overview.
Let's have a look at what is happening on the US markets in the middle of the day on Thursday. Below you can find the top S&P500 gainers and losers in today's session.
Cummins —the dominant maker of diesel engine technology—finds itself, happily, caught up in the AI data-center boom. CEO Jennifer Rumsey’s company is no stranger to boom-bust business cycles, and she says it can navigate the swings in AI demand. Cummins’ AI-related business—supplying backup power for data centers—has sent the stock to levels not seen in a decade.
COLUMBUS, Ind., May 21, 2026--At a meeting with analysts and shareholders today, members of the leadership team of Cummins Inc. (NYSE: CMI), shared the Company’s plans to raise its long-term financial expectations for growth and profitability, relative to its prior Analyst Day, and deliver increasing returns to shareholders.
Curious about the S&P500 stocks that are gapping on Thursday? Explore the gap up and gap down stocks in the S&P500 index during today's session.
US manufacturing PMI hit a 48-month high in May. But it's AI infrastructure capex, not Trump's tariffs, driving the reshoring boom.
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| CMI | -1.64% | +11.42% | +26.68% | +101.14% |
| XLI | +0.10% | -3.23% | +11.61% | +21.22% |
| Alpha (stock − sector) | -1.74% | +14.64% | +15.07% | +79.92% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 6.81M | $3.66B | 0.13% | Added+4.6% | 2026-03-31 |
| FidelityFMR | fundamental | 5.43M | $2.92B | 0.15% | Trimmed-3.9% | 2026-03-31 |
| DEShaw | quant | 414.0K | $222.75M | 0.13% | Added+1419.5% | 2026-03-31 |
| TwoSigma | quant | 278.0K | $149.55M | 0.12% | Added+2451.5% | 2026-03-31 |
| Citadel | multi-strat | 182.7K | $98.30M | 0.13% | Added+47.5% | 2026-03-31 |
| Wellington | fundamental | 144.1K | $77.55M | 0.01% | Trimmed-6.9% | 2026-03-31 |
| Bridgewater | macro | 39.5K | $21.24M | 0.09% | Added+28.2% | 2026-03-31 |
| RenTech | quant | 25.2K | $13.57M | 0.02% | New | 2026-03-31 |
| TRowePrice | fundamental | 393.7K | $211.84K | 0.02% | Trimmed-59.8% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-19 | Merritt Brett Michael | V.P & Pres. - Engine Business | G Gift | 218 | — | +$0 |
| 2026-05-14 | JACKSON DONALD G | VP - Treasury & Tax | S Open-market sale | 480 | $710.36 | −$341.0K |
| 2026-05-14 | JACKSON DONALD G | VP - Treasury & Tax | S Open-market sale | 160 | $711.61 | −$113.9K |
| 2026-05-14 | JACKSON DONALD G | VP - Treasury & Tax | S Open-market sale | 90 | $712.70 | −$64.1K |
| 2026-05-14 | Stoner Nathan R | VP - China ABO | G Gift | 600 | — | +$0 |
| 2026-05-14 | Fetch Bonnie J | EVP & President - Operations | G Gift | 155 | — | +$0 |
| 2026-05-13 | Bush Jennifer Mary | VP & Pres. - Power Systems | S Open-market sale | 1,799 | $697.29 | −$1.25M |
| 2026-05-13 | Bush Jennifer Mary | VP & Pres. - Power Systems | S Open-market sale | 1,158 | $695.21 | −$805.1K |
| 2026-05-13 | Bush Jennifer Mary | VP & Pres. - Power Systems | S Open-market sale | 940 | $694.13 | −$652.5K |
| 2026-05-13 | Bush Jennifer Mary | VP & Pres. - Power Systems | S Open-market sale | 583 | $696.26 | −$405.9K |
| 2026-05-13 | Bush Jennifer Mary | VP & Pres. - Power Systems | S Open-market sale | 480 | $698.38 | −$335.2K |
| 2026-05-13 | Bush Jennifer Mary | VP & Pres. - Power Systems | S Open-market sale | 40 | $699.10 | −$28.0K |
| 2026-05-13 | Tsien Matthew | Director | A Grant / award | 306 | — | +$0 |
| 2026-05-13 | Stone John H | Director | A Grant / award | 306 | — | +$0 |
| 2026-05-13 | Quintos Karen H | Director | A Grant / award | 306 | — | +$0 |
| 2026-05-13 | Nelson Kimberly A | Director | A Grant / award | 306 | — | +$0 |
| 2026-05-13 | MILLER WILLIAM I | Director | A Grant / award | 306 | — | +$0 |
| 2026-05-13 | LYNCH THOMAS J | Director | A Grant / award | 306 | — | +$0 |
| 2026-05-13 | Harris Carla A | Director | A Grant / award | 306 | — | +$0 |
| 2026-05-13 | Fisher Daniel William | Director | A Grant / award | 306 | — | +$0 |
| 2026-05-13 | Di Leo Allen Bruno V | Director | A Grant / award | 306 | — | +$0 |
| 2026-05-13 | Belske Gary L | Director | A Grant / award | 306 | — | +$0 |
| 2026-05-13 | Fetch Bonnie J | EVP & President - Operations | S Open-market sale | 643 | $702.66 | −$451.7K |
| 2026-05-12 | Merritt Brett Michael | V.P & Pres. - Engine Business | S Open-market sale | 701 | $688.75 | −$483.2K |
| 2026-05-12 | Boakye Marvin | VP - CHRO | G Gift | 150 | — | +$0 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-04upcoming | 7.27 | — | — |
| 2026-05-05 | 5.55 | 4.71 | -15.12% |
| 2026-02-05 | 5.02 | 4.27 | -14.89% |
| 2025-11-06 | 4.84 | 5.03 | +3.95% |
| 2025-08-05 | 5.16 | 6.43 | +24.69% |
| 2025-05-05 | 4.85 | 5.96 | +22.97% |
| 2025-02-04 | 4.64 | 3.02 | -34.94% |
| 2024-11-05 | 4.81 | 5.86 | +21.94% |
| 2024-08-01 | 4.76 | 5.26 | +10.40% |
| 2024-05-02 | 5.25 | 14.03 | +167.39% |
| 2024-02-06 | 4.50 | -10.08 | -324.03% |
| 2023-11-02 | 4.68 | 4.74 | +1.12% |
| 2023-08-03 | 5.22 | 5.18 | -0.75% |
| 2023-05-02 | 4.76 | 5.55 | +16.48% |
| 2023-02-06 | 4.52 | 4.51 | -0.11% |
| 2022-11-03 | 4.82 | 3.44 | -28.65% |