Cummins (NYSE:CMI) Q3 2025 Earnings Call November 06, 2025 10:00 AM ET Company ParticipantsAngel Castillo - Executive Director and Head of US Machinery and Construction Equity ResearchJamie Cook - Managing Director of Equity ResearchMark Smith - VP and CFOJennifer Rumsey - Chair and CEORob Wertheimer - Director of ResearchNick Arens - Executive Director of Investor RelationsTami Zakaria - Head of Machinery, Engineering, and Construction Equity ResearchCole Bardawill - Equity Research Senior AssociateDavid R ...

Cummins (NYSE:CMI) Q3 2025 Earnings Call November 06, 2025 10:00 AM ET Company ParticipantsAngel Castillo - Executive Director and Head of US Machinery and Construction Equity ResearchJamie Cook - Managing Director of Equity ResearchMark Smith - VP and CFOJennifer Rumsey - Chair and CEORob Wertheimer - Director of ResearchNick Arens - Executive Director of Investor RelationsTami Zakaria - Head of Machinery, Engineering, and Construction Equity ResearchCole Bardawill - Equity Research Senior AssociateDavid R ...

Cummins (NYSE:CMI) Q3 2025 Earnings Call November 06, 2025 10:00 AM ET Speaker0Greetings and welcome to the Q3 2025 Cummins Earnings Conference call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Nick Arens, Execut ...

Core Insights - Hexagon Agility has received new orders valued at USD 4.3 million for natural gas fuel systems for trucks powered by Cummins' X15N engine, bringing the total order value to USD 20 million [2][4]. Company Developments - The new orders include over 20 leading Class 8 fleets, indicating strong market interest despite economic uncertainties [2][4]. - Daimler Truck North America has opened orders for Freightliner Cascadia trucks equipped with the Cummins X15N, expanding the availability of natural gas truck options [3][4]. Market Dynamics - The North American heavy-duty truck market sells approximately 300,000 trucks annually, with the addressable market for natural gas solutions increasing from 100,000 to 300,000 trucks due to the introduction of the X15N engine [5][6]. - The X15N engine offers power ratings up to 500 hp and a torque of 1850 lb.-ft, matching diesel capabilities and providing a range of up to 1,200 miles [6]. Infrastructure Support - There is a robust network of over 1,600 public and private CNG/RNG fueling stations across key transport corridors in North America, supporting the adoption of natural gas trucking [6].