分组1 - Cummins reported quarterly earnings of $5.81 per share, exceeding the Zacks Consensus Estimate of $5.2 per share, and showing an increase from $5.16 per share a year ago, resulting in an earnings surprise of +11.73% [1] - The company achieved revenues of $8.54 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.73%, and showing a slight increase from $8.45 billion year-over-year [2] - Cummins has consistently outperformed consensus EPS and revenue estimates over the last four quarters, indicating strong financial performance [2] 分组2 - The stock has gained approximately 18.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $5.63 on revenues of $8.37 billion, and for the current fiscal year, it is $25.90 on revenues of $35.07 billion [7] - The Automotive - Internal Combustion Engines industry, to which Cummins belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook for the sector [8]

Core Viewpoint - Cummins (CMI) has consistently surpassed earnings estimates and is well-positioned for continued success in upcoming quarterly reports [1] Earnings Performance - In the last reported quarter, Cummins achieved earnings of $5.59 per share, exceeding the Zacks Consensus Estimate of $4.73 per share by 18.18% [2] - In the previous quarter, the company reported earnings of $6.43 per share against an expected $4.99 per share, resulting in a surprise of 28.86% [2] Earnings Estimates - Recent estimates for Cummins have been increasing, with a positive Earnings ESP of +4.82%, indicating bullish sentiment among analysts regarding the company's earnings prospects [5][8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat [8] Predictive Metrics - Stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6] - The Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7]

Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the aim of buying high and selling higher, capitalizing on established price movements [1] - The Zacks Momentum Style Score helps define momentum characteristics, with Cummins (CMI) currently holding a Momentum Style Score of A [2] Group 2: Cummins Performance Metrics - Cummins has a Zacks Rank of 2 (Buy), indicating strong potential for outperformance, especially for stocks rated 1 (Strong Buy) and 2 (Buy) with Style Scores of A or B [3] - Over the past week, Cummins shares increased by 0.56%, while the Zacks Automotive - Internal Combustion Engines industry declined by 2.74% [5] - In the last quarter, Cummins shares rose by 31.23%, and over the past year, they increased by 51.89%, significantly outperforming the S&P 500, which rose by 3.32% and 17.49% respectively [6] Group 3: Trading Volume and Earnings Outlook - Cummins has an average 20-day trading volume of 726,674 shares, which is a bullish indicator when combined with rising stock prices [7] - In terms of earnings estimates, one estimate moved higher in the past two months, raising the consensus estimate from $22.56 to $23.12, with three upward revisions for the next fiscal year and no downward revisions [9] Group 4: Conclusion - Overall, Cummins is positioned as a 2 (Buy) stock with a Momentum Score of A, making it a strong candidate for near-term investment [11]

Core Viewpoint - Cummins has shown strong stock performance, with a 9.3% increase over the past month and a new 52-week high of $547.43, outperforming the broader auto sector and the internal combustion engines industry [1][2]. Financial Performance - Cummins has a solid track record of positive earnings surprises, having beaten earnings consensus estimates in the last four quarters. In the latest earnings report, EPS was $5.59 compared to a consensus estimate of $4.73, with revenue exceeding estimates by 3.24% [2]. - For the current fiscal year, earnings are projected at $26.04 per share on revenues of $33.3 billion, with a year-over-year earnings growth of 12.64%. For the next fiscal year, earnings are expected to rise to $29.86 per share on revenues of $35.21 billion, reflecting a growth of 5.74% [3]. Valuation Metrics - Cummins currently trades at 21 times the current fiscal year EPS estimates, aligning with the peer industry average. On a trailing cash flow basis, it trades at 18.6 times, compared to the peer group's average of 20.4 times. The stock has a PEG ratio of 1.91, indicating it is not among the top value stocks [7]. Zacks Rank and Style Scores - Cummins holds a Zacks Rank of 2 (Buy), supported by a positive earnings estimate revision trend. The company has a Value Score of B, a Growth Score of C, and a Momentum Score of A, resulting in a combined VGM Score of B. This suggests that Cummins shares may have further upside potential in the near term [6][8].

Group 1: Company Overview - Atmus Filtration Technologies (ATMU) is a notable stock in the Auto-Tires-Trucks sector, which consists of 99 individual stocks [2] - The company currently holds a Zacks Rank of 2 (Buy), indicating a favorable outlook based on earnings estimate revisions [3] Group 2: Performance Metrics - Over the past year, Atmus Filtration Technologies has gained approximately 36.7%, significantly outperforming the average gain of 17.8% in the Auto-Tires-Trucks group [4] - The Zacks Consensus Estimate for ATMU's full-year earnings has increased by 2.6% over the last 90 days, reflecting improved analyst sentiment [4] Group 3: Industry Context - Atmus Filtration Technologies is part of the Automotive - Original Equipment industry, which includes 51 companies and is currently ranked 76 in the Zacks Industry Rank [6] - In contrast, Cummins (CMI), another stock in the Auto-Tires-Trucks sector, has seen a year-to-date increase of 45.4% and belongs to the Automotive - Internal Combustion Engines industry, ranked 7 [5][7]

Core Insights - Cummins reported quarterly earnings of $5.59 per share, exceeding the Zacks Consensus Estimate of $4.73 per share, and showing a slight decrease from $5.6 per share a year ago, resulting in an earnings surprise of +18.18% [1] - The company achieved revenues of $8.32 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.24%, although this represents a decline from year-ago revenues of $8.46 billion [2] - Cummins has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future performance of Cummins' stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $4.72 on revenues of $8.2 billion, while for the current fiscal year, the estimate is $21.59 on revenues of $33.07 billion [7] Industry Context - Cummins operates within the Zacks Automotive - Internal Combustion Engines industry, which is currently ranked in the top 41% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Historical data suggests that stocks in the top 50% of Zacks-ranked industries outperform those in the bottom 50% by more than 2 to 1 [8]

Financial Performance - Cummins reported quarterly earnings of $6.43 per share, exceeding the Zacks Consensus Estimate of $4.99 per share, and up from $5.26 per share a year ago, representing an earnings surprise of +28.86% [1] - The company posted revenues of $8.64 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.99%, although this is a decrease from year-ago revenues of $8.8 billion [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $4.85 on revenues of $8.23 billion, and for the current fiscal year, it is $20.66 on revenues of $33.23 billion [7] - The estimate revisions trend for Cummins was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - Cummins operates within the Zacks Automotive - Internal Combustion Engines industry, which is currently in the top 41% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Group 1 - Cummins reported quarterly earnings of $5.96 per share, exceeding the Zacks Consensus Estimate of $4.82 per share, and up from $5.10 per share a year ago, representing an earnings surprise of 23.65% [1][2] - The company achieved revenues of $8.17 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.33%, although this is a decrease from year-ago revenues of $8.4 billion [2] - Cummins has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2][6] Group 2 - The stock has underperformed the market, losing about 14% since the beginning of the year compared to the S&P 500's decline of 3.3% [3] - The current consensus EPS estimate for the upcoming quarter is $5.28 on revenues of $8.54 billion, and for the current fiscal year, it is $20.77 on revenues of $33.53 billion [7] - The Zacks Industry Rank for Automotive - Internal Combustion Engines is in the top 39% of over 250 Zacks industries, suggesting a favorable industry outlook [8]