Company Overview - Cummins Inc. has a market cap of $55.8 billion and is a global leader in designing, manufacturing, and distributing engines and power solutions, operating through five segments: Engine, Distribution, Components, Power Systems, and Accelera [1] - The company serves OEMs, distributors, and dealers worldwide, delivering innovative solutions across transportation, industrial, and energy markets [2] Stock Performance - Cummins shares have decreased marginally from a 52-week high of $413.52, but have surged 27.2% over the past three months, outperforming the Dow Jones Industrials Average's 7.5% gain during the same period [3] - Year-to-date, CMI stock is up 18.1%, compared to DOWI's 8.3% return, and has climbed 40.3% over the past 52 weeks, while DOWI increased by 12.7% [4] Recent Earnings - On August 5, Cummins reported Q2 2025 earnings of $6.43 per share and revenue of $8.6 billion, exceeding analyst estimates, with growth driven by a 19% increase in its Power Systems segment to $1.89 billion, fueled by strong demand for power generation products [5] Competitive Position - CMI stock has outperformed its rival AMETEK, Inc., which has seen a 5.5% increase year-to-date and a 15.1% increase over the past 52 weeks [6] - Analysts maintain a cautiously optimistic outlook for Cummins, with a consensus rating of "Moderate Buy" from 21 analysts and a mean price target of $415.06, indicating a slight premium to current levels [6]

Second Quarter 2025 Earnings Teleconference August 5th, 2025 CONTENTS Q2 2025 Summary Q2 2025 Supplemental Information Appendix 2 Disclosure Regarding Forward-Looking Statements Selected Financial Data - Quarter All values in $ millions (except where noted) Please refer to the appendix for adjustment reconciliations Information provided in this presentation that is not purely historical are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including state ...