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Cummins (CMI)
NYSE:CMI
Earnings Data
Report Date
Aug 05, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
5.23Last Year’s EPS
5.26Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 05, 2025
|% Change Since: -0.64%
|Next Earnings Date:Aug 05, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook with strong performance in the Power Systems segment and new product introductions being offset by revenue declines and increased economic uncertainty due to trade tariffs. While operational improvements and strategic acquisitions were highlighted, the negative impact of decreased truck volumes and international revenues, along with tariff concerns, weighed heavily on the company's outlook.Company Guidance
During the first quarter of 2025 earnings call, Cummins Incorporated refrained from providing fiscal guidance due to heightened uncertainty stemming from new trade tariffs and economic conditions. Despite this, they reported strong first-quarter revenues of $8.2 billion, a 3% decrease from the previous year, and an EBITDA of $1.5 billion, accounting for 17.9% of sales. The Power Systems segment achieved record performance with a 19% revenue increase, primarily driven by data center demand. However, North America truck market revenues decreased by 1%, with heavy-duty and medium-duty truck unit sales down 21% and 14%, respectively. International revenues dropped 5%, although China experienced a 9% revenue increase due to data center and infrastructure demand. Cummins remains strategically positioned to navigate uncertainties and will reinstate guidance once economic conditions stabilize.Record Performance in Power Systems Segment
The Power Systems segment achieved record performance in both EBITDA dollars and percentage, driven by strong operational improvements and end markets.
Introduction of New Engine Platforms
Cummins introduced the X10 and B7.2 diesel engines, enhancing performance, durability, and efficiency for heavy and medium-duty customers.
Acquisition of First Mode
Cummins acquired assets of First Mode, enhancing its capabilities in retrofit hybrid solutions for mining and rail operations.
Accelera's Green Hydrogen Project
Accelera by Cummins announced a supply of a 100 megawatts PEM electrolyzer system for bp's Lingen green hydrogen project, marking a significant step in the hydrogen generation sector.
Strong Aftermarket and Operational Efficiency
Improvement in profitability driven by higher power generation and aftermarket volumes, pricing, and operational efficiency.
Positive Joint Venture Income
Joint venture income increased by $8 million from the prior year, driven by higher technology fees and higher volumes.
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CMI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CMI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 05, 2025 | $299.85 | $302.30 | +0.82% |
| Feb 04, 2025 | $346.56 | $361.79 | +4.39% |
| Nov 05, 2024 | $322.48 | $351.04 | +8.86% |
| Aug 01, 2024 | $287.26 | $301.33 | +4.90% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Cummins (CMI) report earnings?
Cummins (CMI) is schdueled to report earning on Aug 05, 2025, TBA Not Confirmed.
What is Cummins (CMI) earnings time?
Cummins (CMI) earnings time is at Aug 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CMI EPS forecast?
CMI EPS forecast for the fiscal quarter 2025 (Q2) is 5.23.
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