Cummins' Upcoming Quarterly Results: Essential Information for Investors

Cummins Inc.: Financial Overview and Analyst Expectations

Cummins Inc. (CMI), with a market valuation of $72.1 billion, is a leading global provider of power solutions. The company specializes in the design, production, and servicing of engines, power systems, components, and advanced electrification technologies. Its operations are organized into five divisions: Engine, Distribution, Components, Power Systems, and Accelera. Cummins delivers a broad range of products to both original equipment manufacturers and aftermarket clients worldwide, including diesel and natural gas engines, batteries, fuel cells, and hydrogen-based technologies.

Upcoming Earnings Report

Headquartered in Columbus, Indiana, Cummins is preparing to announce its financial results for the fourth quarter of fiscal 2025. Analysts anticipate an adjusted earnings per share (EPS) of $5.17, a slight increase from $5.16 in the same quarter last year. Notably, the company has surpassed Wall Street’s earnings projections for the past four consecutive quarters.

Future Earnings Projections

Looking ahead to fiscal 2025, market experts expect Cummins to achieve an adjusted EPS of $23.12, reflecting an 8.2% increase from $21.37 in fiscal 2024. Projections for fiscal 2026 indicate further growth, with adjusted EPS anticipated to reach $26.04, representing a 12.6% year-over-year rise.

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Stock Performance

Over the past year, Cummins shares have soared by 50.1%, significantly outperforming the S&P 500 Index’s 16.2% gain and the 20.4% increase posted by the State Street Industrial Select Sector SPDR ETF (XLI) during the same period.

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Recent Quarterly Results

On November 6, Cummins stock rose 5.4% following the release of its third-quarter 2025 results, which included an adjusted EPS of $5.59 and revenue of $8.32 billion—both surpassing analyst expectations. The strong performance was driven by robust results in the Power Systems and Distribution segments, with Power Systems revenue climbing 18% to $2 billion and Distribution sales increasing 7% to $3.2 billion, largely due to heightened demand for backup power solutions for data centers.

Analyst Ratings and Price Targets

Analysts maintain a cautiously optimistic stance on Cummins, assigning it a "Moderate Buy" consensus rating. Out of 20 analysts, 11 recommend a "Strong Buy," one suggests a "Moderate Buy," and eight advise holding the stock. The average price target stands at $538.11, indicating a potential upside of 1.2% from current trading levels.