Cummins (CMI) Projected to Post Earnings on Thursday

Cummins (NYSE:CMI) is anticipated to release its Q4 2025 results before the market opens on Thursday, February 5th. Analysts expect Cummins to post earnings of $5.17 per share and revenue of $8.0921 billion for the quarter. Interested persons can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 5, 2026 at 10:00 AM ET.

Cummins (NYSE:CMI) last issued its quarterly earnings results on Thursday, November 6th. The company reported $5.59 EPS for the quarter, topping analysts’ consensus estimates of $4.83 by $0.76. The business had revenue of $8.32 billion during the quarter, compared to the consensus estimate of $7.97 billion. Cummins had a net margin of 7.95% and a return on equity of 26.02%. The company’s quarterly revenue was down 1.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.86 earnings per share. On average, analysts expect Cummins to post $23 EPS for the current fiscal year and $28 EPS for the next fiscal year.

Cummins Stock Performance

Shares of CMI opened at $603.49 on Wednesday. Cummins has a 1 year low of $260.02 and a 1 year high of $612.10. The company’s 50 day simple moving average is $536.40 and its 200 day simple moving average is $458.07. The company has a market capitalization of $83.31 billion, a price-to-earnings ratio of 31.32, a PEG ratio of 2.09 and a beta of 1.13. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.11 and a current ratio of 1.77.

Insider Buying and Selling

In related news, CFO Mark Andrew Smith sold 13,110 shares of the stock in a transaction that occurred on Thursday, November 6th. The shares were sold at an average price of $470.66, for a total transaction of $6,170,352.60. Following the completion of the sale, the chief financial officer owned 31,582 shares of the company’s stock, valued at approximately $14,864,384.12. This represents a 29.33% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Brett Michael Merritt sold 1,450 shares of Cummins stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $489.32, for a total transaction of $709,514.00. Following the transaction, the insider directly owned 9,271 shares in the company, valued at approximately $4,536,485.72. This trade represents a 13.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 19,130 shares of company stock valued at $9,045,544. 0.41% of the stock is currently owned by corporate insiders.

Institutional Trading of Cummins

Institutional investors have recently added to or reduced their stakes in the business. Boston Partners purchased a new position in Cummins in the third quarter valued at about $473,471,000. Merewether Investment Management LP acquired a new stake in shares of Cummins in the third quarter valued at about $91,147,000. Alyeska Investment Group L.P. purchased a new stake in shares of Cummins during the 3rd quarter valued at about $68,812,000. Adage Capital Partners GP L.L.C. raised its holdings in shares of Cummins by 629.8% during the 2nd quarter. Adage Capital Partners GP L.L.C. now owns 126,166 shares of the company’s stock valued at $41,319,000 after buying an additional 108,879 shares during the period. Finally, Freestone Grove Partners LP acquired a new position in Cummins during the 3rd quarter worth approximately $44,084,000. 83.46% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

CMI has been the topic of a number of recent analyst reports. Barclays increased their price target on Cummins from $546.00 to $610.00 and gave the stock an “overweight” rating in a research note on Friday, January 23rd. Sanford C. Bernstein reiterated a “market perform” rating and set a $475.00 target price on shares of Cummins in a research report on Friday, November 7th. Wolfe Research lowered Cummins from an “outperform” rating to a “peer perform” rating and set a $540.00 price target on the stock. in a research note on Monday, January 26th. UBS Group raised shares of Cummins from a “sell” rating to a “neutral” rating in a research note on Tuesday, November 25th. Finally, Raymond James Financial upgraded shares of Cummins from a “market perform” rating to an “outperform” rating and set a $585.00 price objective on the stock in a report on Monday, December 22nd. Eleven investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $522.07.

Cummins Company Profile

Cummins Inc (NYSE: CMI) is a global power technology company that designs, manufactures, distributes and services a broad portfolio of diesel and natural gas engines, electrified powertrains, power generation systems and related components. Founded in 1919 and headquartered in Columbus, Indiana, Cummins has grown into one of the world’s leading suppliers of internal combustion engines and a provider of technologies that reduce emissions and improve fuel efficiency.

The company’s product lineup includes heavy-, medium- and light-duty engines for on-highway and off-highway applications, generator sets and power systems for commercial and industrial use, and key engine components such as turbochargers, fuel systems, air handling, filtration and aftertreatment solutions.