Cummins' Quarterly Earnings Preview: What You Need to Know

Core Insights - Cummins Inc. has a market capitalization of $72.1 billion and operates as a global power solutions company, providing a range of products including engines, power systems, and electrified technologies across five segments [1] Financial Performance - Analysts expect Cummins to report an adjusted EPS of $5.17 for fiscal Q4 2025, a slight increase from $5.16 in the same quarter last year, with the company having exceeded earnings estimates in the last four quarters [2] - For fiscal 2025, the projected adjusted EPS is $23.12, reflecting an 8.2% increase from $21.37 in fiscal 2024, with further growth anticipated to $26.04 in fiscal 2026, representing a 12.6% year-over-year increase [3] Stock Performance - Cummins shares have increased by 50.1% over the past 52 weeks, outperforming the S&P 500 Index's gain of 16.2% and the State Street Industrial Select Sector SPDR ETF's increase of 20.4% during the same period [4] - On November 6, shares rose by 5.4% following the announcement of Q3 2025 adjusted EPS of $5.59 and revenue of $8.32 billion, both exceeding forecasts, with notable performance in the Power Systems and Distribution segments [5] Analyst Ratings - The consensus rating for Cummins stock is "Moderate Buy," with 11 out of 20 analysts recommending "Strong Buy," one suggesting "Moderate Buy," and eight advising "Hold," while the average price target is $538.11, indicating a potential upside of 1.2% from current levels [6]