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14:00
Aug 04 ◎
Aug 04 ◎
CMI
▾
HIGH
Management is confidently raising guidance on the back of data center power demand, a stronger on-highway truck market, and improving conditions in China. Despite near-term tariff headwinds, the tone is positive on 2027 transitions.
"we've raised our full-year outlook and now expect total company revenues to increase between 10 and 13% with EBITDA in the range of 18 to 18.5%."
CMI WATCH
HIGH
14:00
May 05 ◎
May 05 ◎
STLA
KMTUY
ALO.PA
CMI
PCAR
▾
HIGH
Demand from Stellantis for engines is slightly up YoY, indicating stable pickup truck production levels.
"We shipped 30,000 engines to Stellantis for use in their RAM pickups in the first quarter of 2026, up 4% from 2025 levels"
STLA WATCH
Cummins' hybrid retrofit for Komatsu's 300-ton haul truck is now commercially deployed, a milestone in mining electrification.
"deployment of the world's first commercial hybrid electric ultra-class mining truck, now in operation and production at the Casaronas Open Pit Mine in Chile. This pilot represents our first retrofit of a 300-ton Komatsu haul truck"
KMTUY WATCH
Cummins completed the divestiture of its low-pressure fuel cell business to Alstom, reducing Accelera's future losses.
"we completed the sale of the low pressure fuel cell business to Alstom"
ALO.PA WATCH
Management has raised full-year revenue and margin guidance, driven by improved North American truck demand, strong power generation, and stabilizing Accelera losses.
"coming off a strong first quarter, we are raising our full-year sales outlook to 8% to 11% increase, and increasing our EBITDA margin guidance to a range of 17.75% to 18.5%"
CMI WATCH
Cummins management stated they believe the 95-liter engine market is 'growing faster than supply' and that they 'continue to work toward additional capacity' given multi-year customer commitments. — Management hinted at further capacity investments in power systems, anticipating continued data-center demand.
"Mack Truck announced the integration of the Cummins X10 engine into the Mack Granite chassis. This milestone reflects the strong collaboration between the Mack and Cummins teams"
PCAR WATCH
HIGH
15:00
Feb 05 ◎
Feb 05 ◎
KMTUY
ETN
CAT
PCAR
CMI
▾
HIGH
Joint development with Komatsu to accelerate hybrid solutions for mining, which will leverage both companies' capabilities.
"we announced a collaboration with Komatsu to develop hybrid powertrains for surface hauling mining equipment"
KMTUY WATCH
Cummins expects to maintain its partnership with Eaton's venture despite Eaton's potential spin-off of that business.
"we have an important partnership with Eaton, as you noted, and the Eaton-Cummins joint venture"
ETN WATCH
Cummins is taking orders for diesel backup power generators well into 2028, indicating strong multi-year demand visibility for data center power. — Indicates sustained demand for power generation equipment, which supports the growth outlook for Cummins and its competitors in the space.
"We're taking orders now well into 2028. So the demand remains very strong for diesel backup power"
CAT WATCH
The EPA's confirmation of the 2027 low NOx rule is expected to add content worth $10,000-$15,000 per heavy-duty truck, a majority of which will be in the powertrain. — The upcoming regulation will drive significant content adds and price increases per truck, benefiting engine and aftertreatment makers but raising costs for OEMs and fleet owners.
"ACT is estimated $10,000 to $15,000 for a heavy-duty truck ad associated with that, and the majority of that will be in the powertrain."
PCAR WATCH
Despite weak truck demand, Cummins is forecasting revenue growth and stable margins in 2026, supported by strong power generation demand and a modest truck recovery in the second half.
"We are forecasting total company revenues for 2026 to be up 3 to 8% compared to 2025, and EBITDA including the dilutive impact of tariffs to be 17 to 18% of sales"
CMI WATCH
HIGH
15:00
Nov 06 ◎
Nov 06 ◎
KMTUY
STLA
CMI
BE
PLUG
▾
HIGH
Joint development with Komatsu could accelerate hybrid adoption in mining, potentially boosting Cummins' engine and powertrain sales in a key end-market.
"In September, we announced a collaboration with Komatsu to develop hybrid powertrains for surface haulage heavy mining equipment."
KMTUY WATCH
Strong ramp-up of RAM pickup production is a significant tailwind for Cummins' light-duty engine volumes, offsetting weakness in heavy-duty truck demand.
"We shipped 40,000 engines to Stellantis for use in the RAM pickups in the third quarter of 2025, up 44% from 2024 levels, driven by a ramp-up of model year 25 product."
STLA WATCH
Management expects continued weakness in North America on-highway markets to persist through Q4 but sees it as a potential bottom. Strong power generation demand provides a partial offset. Guidance is suspended until February pending clarity on trade and regulatory policy, indicating significant uncertainty.
"we are hopeful that global trade policy will stabilize and that the administration's review of the 2027 EPA regulations will conclude in the coming months. This clarity will be critical for our industry and will support our plan to"
CMI WATCH
Cummins' electrolyzer business demand has 'dried up faster than anything I have seen in my career', leading to a $240M non-cash charge and a strategic review that could result in further charges. — The collapse in U.S. green hydrogen demand due to reduced government incentives is a negative signal for the entire electrolyzer industry, putting pressure on peers like Plug Power and Bloom Energy.
"The reality is, yes, it's dried up faster than anything I have seen in my career for a variety of reasons, especially here in the US."
BE WATCH
PLUG WATCH
Cummins forecasts a further 15% sequential decline in North America on-highway engine shipments in Q4, but believes this could mark the bottom of the cycle. — A potential trough in Q4 could signal a reset for the heavy-duty truck supply chain, with early ordering activity expected once regulatory and trade clarity emerges.
"While we believe Q4 on highway engine production could mark the bottom of this cycle, the pace of recovery in these markets will depend on broader economic sentiment and the clarity of trade and regulatory policies."
PCAR WATCH
HIGH
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