Core Viewpoint - Cummins Inc. demonstrates strong financial performance and market positioning, particularly in the Distribution and Power Systems segments, despite recent stock price fluctuations and challenges in the North American truck markets [3][5]. Financial Performance - Cummins reported record sales and profitability for the fourth quarter and full year of 2025, driven by high demand for data center backup power and disciplined execution [3][6]. - The company's market capitalization is approximately $74.63 billion, with a trading volume of 2,983,508 shares on the NYSE [4]. Stock Performance - The current stock price of Cummins (CMI) is $540.65, reflecting a decrease of 10.73% or $64.98 from previous levels [4]. - Over the past year, the stock has fluctuated between a high of $617.98 and a low of $260.02 [4]. Analyst Insights - UBS raised its price target for Cummins to $565 from $500, indicating a potential upside of about 4.5%, reflecting confidence in the company's operational performance and market position [2][6].

来源：国际投行研究报告 雅诗兰黛下跌19% 增长恐慌拖累美股再次下跌！ 疲软的劳动力市场数据和对AI的忧虑进一步拉低美国股市，标普500指数年内转跌。软件股也再次大幅 下跌；比特币下跌13%，拖累Strategy股价下跌19%。 标普500指数信息技术板块下跌1.7%。微软(Microsoft)下跌5%，Salesforce回落4.7%。这轮跌势继续冲击 半导体公司，包括Advanced Micro Devices，该公司收盘下跌3.9%；以及英伟达(Nvidia)，该公司收盘下 跌1.4%。 Alphabet股价下跌0.5%，此前这家谷歌(Google)的母公司表示，今年可能进行最高可达1,850亿美元的人 工智能相关资本投资。高通(Qualcomm)发布的疲软预测拖累了这家芯片制造商的股价，其股价下跌了 8.5%。 雅诗兰黛(Estée Lauder)股价下跌19%，在标普500指数成份股中跌幅最大，此前这家美妆集团表示，预 计今年与关税相关的不利因素将使其利润减少约1亿美元。发动机制造商康明斯(Cummins)股价下跌 11%，创下自2020年3月新冠疫情爆发之初以来的最大单日百分比跌幅。 投资者涌入公 ...

康明斯（CMI）周四尾盘重挫12.6%，最新财报显示该公司正面临公路市场挑战。 该公司公布的四季度业绩喜忧参半，尽管每股收益超出预期，股价仍出现下跌。 四季度营收同比增长1.1%至85.4亿美元，结束了此前连续四个季度的下滑趋势。公司恢复了全年业绩指 引，预计2026财年营收将增长3%-8%，与市场预期相符。 业绩增长主要由全球发电需求的强劲增长、皮卡销量提升及定价改善所推动，抵消了北美重/中型卡车 销售疲软的影响。 电力系统业务营收同比增长11%至19亿美元，主要受益于数据中心备用电力需求增长及有利的定价环 境。 分销业务营收同比增长7%至33亿美元，得益于有利的发电业务结构组合以及韧性十足的后市场活动。 零部件业务销售额同比下降7%至24亿美元，主要受公路运输行业周期下行影响，其国际销售额因欧洲 和中国需求增强而增长4%。 发动机销售额下降4%至26亿美元，受北美需求疲弱拖累，但皮卡销量部分抵消了这一影响。 电力系统业务营收同比增长11%至19亿美元，主要受益于数据中心备用电力需求增长及有利的定价环 境。 分销业务营收同比增长7%至33亿美元，得益于有利的发电业务结构组合以及韧性十足的后市场活动。 零部件 ...

Cummins Inc. ( CMI ) just reported its Q4 and full-year results , which were kind of mixed when looking at the headline numbers; however, what the headlines missed were the massive cash flow generation thatMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Dis ...

Cummins Inc. ( CMI ) just reported its Q4 and full-year results , which were kind of mixed when looking at the headline numbers; however, what the headlines missed were the massive cash flow generation thatMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Dis ...

PresentationUnknown Analyst Hello, and welcome to virtual investor conferences. On behalf of OTC Markets, we're very pleased you have joined us for our Small Cap Growth Conference. Our next presentation of the day is from C-COM Satellite Systems. Please note, you may submit questions for the presenter in the box to the left of the slides. You can also view your company's availability for a one-on-one meeting by clicking Book a Meeting in the top tool bar. At this point, I'm very pleased to welcome Dr. Lesl ...

Key Takeaways CMI posted Q4 2025 EPS of $5.81, beating estimates, as revenues climbed to $8.53B from a year ago.CMI saw Power Systems sales up 11% and EBITDA margin expands to 21.7%, driving the earnings outperformance.CMI's Distribution growth offset declines in Engine and Components, while Accelera posted a wider EBITDA loss.Cummins Inc. (CMI) reported fourth-quarter 2025 earnings of $5.81 per share, which surpassed the Zacks Consensus Estimate of $5.20 and increased from $5.16 recorded in the correspondi ...

Cummins (NYSE:CMI) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAngel Castillo - Executive DirectorDavid Raso - Senior Managing DirectorJamie Cook - Managing DirectorJennifer Rumsey - Chair and CEOJerry Revich - Managing DirectorKyle Menges - VP, Equity ResearchMark Smith - CFONick Arens - Head of Investor RelationsSteven Fisher - Managing DirectorTim Thein - Managing DirectorConference Call ParticipantsChad Dillard - Senior AnalystNoah Kaye - Senior Research AnalystRob Wertheimer ...

Cummins (NYSE:CMI) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAngel Castillo - Executive DirectorDavid Raso - Senior Managing DirectorJamie Cook - Managing DirectorJennifer Rumsey - Chair and CEOJerry Revich - Managing DirectorKyle Menges - VP, Equity ResearchMark Smith - CFONick Arens - Executive Director, Investor RelationsSteven Fisher - Managing DirectorTim Thein - Managing DirectorConference Call ParticipantsChad Dillard - Senior AnalystNoah Kaye - Senior Research AnalystRo ...

Cummins (NYSE:CMI) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Speaker5Greetings. Welcome to the fourth quarter of fiscal year 2025 Cummins Inc. Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero from your telephone keypad. Please note this conference is being recorded. I'll now turn the conference over to Nick ...