Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$94.6B
138M shares
52-week range
$322.45 – $737.76
89% from low
Sector
ENGINES & TURBINES
Exchange
NYSE
CS
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $23.77B | $23.57B | $19.81B | $24.02B | $28.07B | $34.06B | $34.10B | $33.67B |
| Cost of revenue | $18.03B | $17.59B | $14.92B | $18.33B | $21.36B | $25.82B | $25.66B | $25.15B |
| Gross profit | $5.74B | $5.98B | $4.89B | $5.70B | $6.72B | $8.25B | $8.44B | $8.52B |
| Gross margin | 24.1% | 25.4% | 24.7% | 23.7% | 23.9% | 24.2% | 24.7% | 25.3% |
| R&D | $902.0M | $1.00B | $906.0M | $1.09B | $1.28B | $1.50B | $1.46B | $1.40B |
| Operating income | $2.79B | $2.70B | $2.27B | $2.71B | $2.93B | $1.76B | $3.75B | $3.87B |
| EBITDA | $3.48B | $3.62B | $3.11B | $3.52B | $3.80B | $3.02B | $6.34B | $5.40B |
| Net income | $2.14B | $2.26B | $1.79B | $2.13B | $2.15B | $735.0M | $3.95B | $2.84B |
| Net margin | 9.0% | 9.6% | 9.0% | 8.9% | 7.7% | 2.2% | 11.6% | 8.4% |
| EPS (diluted) | 13.15 | 14.48 | 12.01 | 14.61 | 15.12 | 5.15 | 28.37 | 20.50 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $37.1B | $29.06 | $28.26–$29.83 | 7 |
| 2027 | $40.1B | $33.76 | $32.36–$37.21 | 10 |
| 2028 | $43.8B | $39.24 | $30.59–$44.83 | 8 |
Forward consensus · source: Financial Modeling Prep
Cummins is a leading manufacturer of diesel and other engines used in heavy- and medium-duty commercial trucks, off-highway equipment, and locomotives, in addition to prime power and standby generators. The company also sells powertrain components, which include filtration products, transmissions, turbochargers, aftertreatment systems, and fuel systems. Sales are approximately 60% US and Canada and 40% rest of the world. Much of Cummins' foreign sales (China, India, and so forth) are through joint ventures. The company operates 650 distributors and over 19,000 dealer locations across 190 countries. Cummins' business model is unique as it competes with many of its heavy-duty truck manufacturer customers, which also make their own engines.
www.cummins.comNo one on the platform currently holds CMI.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 39,476 | $21.2M |
| Renaissance Technologiesas of 2026-03-31 | 25,220 | $13.6M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-22 | $2.0000 | 2026-06-04 |
| 2026-02-20 | $2.0000 | 2026-03-05 |
| 2025-11-21 | $2.0000 | 2025-12-04 |
| 2025-08-22 | $2.0000 | 2025-09-04 |
| 2025-05-23 | $1.8200 | 2025-06-05 |
| 2025-02-21 | $1.8200 | 2025-03-06 |
| 2024-11-22 | $1.8200 | 2024-12-05 |
| 2024-08-23 | $1.8200 | 2024-09-05 |
| 2024-05-23 | $1.6800 | 2024-06-06 |
| 2024-02-22 | $1.6800 | 2024-03-07 |
No one on the platform has traded CMI yet.
| $89.2B |
| — |
| FDXFedEx Corporation | $325.40 | +2.16% | $77.6B | — |
| ITWIllinois Tool Works Inc. | $267.47 | -0.09% | $77.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-11-22 |
| $1.6800 |
| 2023-12-07 |
| 2023-08-24 | $1.6800 | 2023-09-07 |
| Execution date | Ratio |
|---|---|
| 2008-01-03 | 2-for-1 |
| 2007-04-10 | 2-for-1 |
Trading at 34.4× earnings vs its 15.8× historical median P/E.
Fair value ≈ $317.94 · price $691.09 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Everything you need to know about the $1.6M $CMI Settlement Q: What happened? A: Investors claimed Cummins misled the market about its environmental compliance and allegedly concealed illegal emissions-control devices in certain engines. The company has agreed to a $1.6 million settlement to resolve the claims. Q: Am I actually eligible? A: If you bought $CMI shares between 2019 and 2023, you’re likely eligible. You don’t need to hold the stock still to claim; past losses count Q: How much will I actually get? A: The current estimated payout is $0.22 per eligible share. The final amount depends on how many people file; if fewer people claim, the payout per share can actually increase for those who did Q: When do payouts happen? A: Typically, within 4–9 months after the claim deadline. But the exact timing depends on the court and settlement administration. Q: I missed the deadline. Is it too late? A: Not necessarily. We are currently processing Late-but-Valid claims. The court often accepts these as long as the fund hasn't been distributed yet. You can check your eligibility and submit a claim: https://11th.com/cases/cummins-investors-suit
View on StockTwits ↗$CMI Current Stock Price: $685.05 Contracts to trade: $690.0 CMI Jul 17 2026 Call Entry: $22.50 Exit: $28.43 ROI: 26% Hold ~28 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$CMI I could see stock split announcement here. 700 stock is tough on investors and plenty still want in here. GOOG, AAPL, AMZN all did splits and run up huge again. I would do a 7-1 split.
View on StockTwits ↗$CMI Share Price: $725.19 Contract Selected: Dec 18, 2026 $730 Calls Buy Zone: $71.40 – $88.20 Target Zone: $127.42 – $155.73 Potential Upside: 69% ROI Time to Expiration: 178 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗All these stocks hit new 52 WEEK HIGHS at some point today $CMI $WULF $ENTG $VSH $MKSI Today's explosive sector breakout to fresh 52-week highs marks intense institutional accumulation across the physical layer of AI compute—bridging power generation, advanced materials, and subsystem tooling. Power sovereign $CMI (Cummins) printed record highs following Citi's "Buy" reiteration, capturing massive data-center backlogs. Concurrently, zero-carbon AI infrastructure play $WULF (TeraWulf) displays relentless technical velocity. Materials leader $ENTG (Entegris) executed a textbook right-side breakout on its EUV lithography expansion. Alongside process control giant $MKSI and electronic component vanguard $VSH, upper-tier semiconductor tooling is being aggressively hoarded. As the AI expansion shifts from standard chips to raw physical constraints, where are you chasing the premium alpha?
View on StockTwits ↗$CMI CAT got me into CMI. Both backup genetators for Data Centers. with the big AI Data center booms these are both running up huge. now 5 or 6 years ago CAT production of backup genetators was about 20 percent of their production output and now its at about 30 percent. why wouldnt CAT just buyout CMI? Thoughts?
View on StockTwits ↗$PH big rise in valuations also vs sub industry $DE $CMI
View on StockTwits ↗Cummins shares rose mid-session after the company announced a new supply agreement with Circe Energy to provide natural gas generator sets for a behind-the-meter primary power microgrid serving a high-performance computing data center campus in West Texas. The deal includes Cummins’ HSK78 and QSK60 generator platforms, positioning the company as a key infrastructure supplier for an AI-focused data center project that Circe Energy plans to scale significantly in the coming years. The announcement builds on strong analyst momentum and recent corporate strength, with multiple Wall Street firms raising price targets in recent weeks. In its Q1 2026 earnings, Cummins also lifted full-year revenue guidance and highlighted record performance in its Power Systems segment, driven by robust data center demand. CEO Jennifer Rumsey previously noted sustained demand for backup power solutions tied to data center expansion, while North American truck markets are also showing signs of recovery. $CMI
View on StockTwits ↗[FAQ] Everything You Need to Know About the $1.6M Cummins ($CMI) Settlement Payout Q: What happened? A: Cummins has reached a settlement with $CMI investors over claims it misled them on environmental compliance and hid illegal emissions-control devices in its engines. Q: Am I actually eligible? A: If you bought $CMI shares between February 11, 2019 and December 21, 2023, you’re likely eligible. You don’t need to hold the stock still to claim; past losses count Q: How much will I actually get? A: The current estimated payout is $0.22 per share. The final amount depends on how many people file; if fewer people claim, the payout per share can actually increase for those who did Q: When do payouts happen? A: Typically, within 4–9 months after the claim deadline. But the exact timing depends on the court and settlement administration. Q: I missed the deadline. Is it too late? A: Not necessarily! We are currently processing 'Late-but-Valid' claims. The court often accepts these as long as the fund hasn't been distributed yet. Q: Is my data safe with 11th Estate? A: Security is our top priority. We use bank-level encryption and are SOC2-compliant. We only process the trade data required for the court audit, and your personal financial credentials stay private. Q: What is the fee? A: We work on a 20% success fee. We handle the math, the paperwork, and the filing. If you don't get a payout, you don't pay us a cent. Q: How do I start? A: Just click the link below to submit your claim through our secure portal. https://11th.com/cases/cummins-investors-sui
View on StockTwits ↗$CAT i like this company but its pricing in some big growth. Does this have any ai tailwind? $CMI $WAB $FSS $TRN
View on StockTwits ↗@amitDBA Noooo! Lol I need my $SPY 710. Though history has shown that on the largest IPOs (eg. Intel IPO 1972, AT&T April 2000) led to a liquidity crunch where a lot of stock selling led to a larger correction. Also, just watching one of my long accounts, in this case it holds $CMI $COST etc... the daily swings of 20k or more because of the monster zigzags on what should be non-volatile stocks is increasing CAN'T be seen as healthy.
View on StockTwits ↗$CMI "Cummins (CMI) is a major player in the hydrogen market through its Accelera brand and its development of Hydrogen Internal Combustion Engines (H2-ICE). While it has recently scaled back certain capital-intensive areas due to slow market adoption, it remains strategically positioned to capture the long-term shift to a hydrogen economy. Unlike battery-electric solutions, Cummins’ X15H hydrogen engine allows fleets to use existing vehicle architectures and maintenance skills, lowering the barrier to adoption for heavy-duty trucking. This dedicated zero-emissions segment focuses on electrolyzers for green hydrogen production and fuel cell powertrains for rail, marine, and on-highway applications. Cummins is collaborating with Daimler Truck North America to upfit Freightliner Cascadia trucks with 4th-generation hydrogen fuel cells and has a joint venture with NPROXX for high-pressure hydrogen storage tanks."
View on StockTwits ↗$CMI "Shares of Cummins Inc. (CMI) are trading at $639.74, down 4.40% in midday trading on June 10, 2026. Despite the intraday dip, which mirrors broader market weakness, the stock remains a central AI infrastructure play due to its dominance in backup power for data centers. The average 12-month analyst forecast is $726.14, implying a 13.5% upside. Recent high-end targets have reached $850.00 (UBS) and $845.00 (Evercore ISI). The Power Systems segment is seeing record demand. Sales in this segment surged 19% in Q1 2026, driven by the massive power requirements of AI hyperscalers."
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.