CMI Earnings
Monday, May 04 2026
EPS Estimate
$5.68
$4.95 – $6.78
Revenue Estimate
$8.3B
Current Price
$627.18
Our Position
bullishData center boom fuels diesel generator demand
structured data
est. revisions falling
(-12.3pp / 30d)
AI infrastructure spending is creating a tangible secondary beneficiary in power generation. Cummins' diesel generator business is capturing demand as hyperscalers and enterprise customers build out redundant power for high-density compute facilities.
Watch: Watch for forward guidance on data center-related order backlog when Cummins next reports. Any slowdown in capex commitments from cloud providers would hit this thesis directly.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.3 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
30.1
Est. Revisions (30d)
-2.0% 1up/1dn
Analyst Target (mean)
$639 $490–$784 +2%
Options P/C Ratio
0.34
Est. Dispersion
20% 9 analysts
Insider Cluster
strong buy
Fund Convergence
strong Citadel, D.E. Shaw, Bridgewater
Recent Activity
insider trades
146 transactions
Other
·
BARNER SHARON R. (Officer)
·70 shares
Sell
·
DAVIS AMY ROCHELLE (Officer)
·4,054 shares
·$2,275,690
Award
·
GAIDOO JOHN O (Officer)
·1,648 shares
Award
·
RUMSEY JENNIFER W. (Chief Executive Officer)
·44,736 shares
Award
·
SMITH MARK ANDREW (Chief Financial Officer)
·14,128 shares
141 more
Award
·
BOAKYE MARVIN
·7,056 shr
Award
·
STONER NATHAN R
·4,480 shr
Award
·
DAVIS AMY ROCHELLE
·5,181 shr
Award
·
LAMB-HALE NICOLE
·7,056 shr
Award
·
NEWSOME EARL JR.
·2,832 shr
Award
·
BUSH JENNIFER MARY
·5,648 shr
Award
·
WILTROUT JEFFREY T
·3,056 shr
Award
·
FETCH BONNIE J
·3,296 shr
Award
·
PETERS LUTHER EARL
·1,888 shr
Award
·
WRIGHT BENJAMIN G.
·1,648 shr
Award
·
WOOD JONATHAN DAVID
·1,888 shr
Award
·
MERRITT BRETT MICHAEL
·2,832 shr
Award
·
ENRIGHT ROBERT J
·1,056 shr
Award
·
JACKSON DONALD G
·2,832 shr
Sell
·
JACKSON DONALD G
·4,990 shr
·$2,323,562
Exercise
·
JACKSON DONALD G
·4,990 shr
·$781,420
Sell
·
DAVIS AMY ROCHELLE
·1,864 shr
·$1,093,504
Sell
·
NEWSOME EARL JR.
·1,300 shr
·$758,776
Award
·
FETCH BONNIE J
·2,082 shr
Award
·
WRIGHT BENJAMIN G.
·553 shr
Exercise
·
GAIDOO JOHN O
·290 shr
·$31,636
Sell
·
MILLER WILLIAM I
·18,107 shr
·$10,811,646
Sell
·
BUSH JENNIFER MARY
·4,270 shr
·$2,497,658
Exercise
·
BUSH JENNIFER MARY
·4,270 shr
·$629,654
Sell
·
MERRITT BRETT MICHAEL
·1,450 shr
·$709,514
Exercise
·
MERRITT BRETT MICHAEL
·2,400 shr
·$341,088
Other
·
RUMSEY JENNIFER W.
·4,165 shr
Sell
·
RUMSEY JENNIFER W.
·4,570 shr
·$2,165,657
Exercise
·
RUMSEY JENNIFER W.
·4,570 shr
·$498,541
Sell
·
SMITH MARK ANDREW
·13,110 shr
·$6,170,411
Exercise
·
SMITH MARK ANDREW
·13,110 shr
·$1,863,193
Sell
·
SMITH MARK ANDREW
·200 shr
·$89,819
Exercise
·
SMITH MARK ANDREW
·200 shr
·$28,424
Sell
·
SMITH MARK ANDREW
·8,000 shr
·$3,514,402
Exercise
·
SMITH MARK ANDREW
·8,000 shr
·$1,136,960
Sell
·
SMITH MARK ANDREW
·9,080 shr
·$3,774,789
Exercise
·
SMITH MARK ANDREW
·9,080 shr
·$1,483,944
Sell
·
ENRIGHT ROBERT J
·1,860 shr
·$748,210
Exercise
·
ENRIGHT ROBERT J
·1,860 shr
·$307,590
Sell
·
QUINTOS KAREN H.
·1,307 shr
·$529,761
Sell
·
DAVIS AMY ROCHELLE
·5,002 shr
·$2,015,215
Exercise
·
DAVIS AMY ROCHELLE
·1,985 shr
·$310,688
Other
·
MILLER WILLIAM I
·1,765 shr
Sell
·
SMITH MARK ANDREW
·12,500 shr
·$5,002,500
Exercise
·
SMITH MARK ANDREW
·12,500 shr
·$2,042,875
Sell
·
BUSH JENNIFER MARY
·520 shr
·$201,826
Sell
·
PETERS LUTHER EARL
·4,850 shr
·$1,887,559
Exercise
·
PETERS LUTHER EARL
·4,850 shr
·$529,086
Award
·
TSIEN MATTHEW
·447 shr
Award
·
JACKSON DONALD G
·1,480 shr
Buy
·
STONE JOHN H
·1,000 shr
·$332,080
Other
·
BARNER SHARON R.
·525 shr
Award
·
MILLER WILLIAM I
·595 shr
Award
·
FISHER DANIEL WILLIAM
·595 shr
Award
·
HARRIS CARLA A
·595 shr
Award
·
STONE JOHN H
·595 shr
Award
·
BELSKE GARY L
·595 shr
Award
·
BERNHARD ROBERT J
·595 shr
Award
·
LYNCH THOMAS J
·595 shr
Award
·
QUINTOS KAREN H.
·595 shr
Award
·
NELSON KIMBERLY A.
·595 shr
Award
·
DI LEO ALLEN BRUNO VITO
·595 shr
Award
·
RUMSEY JENNIFER W.
·34,560 shr
Award
·
PADMANABHAN SRIKANTH
·6,915 shr
Award
·
SMITH MARK ANDREW
·10,365 shr
Award
·
BOAKYE MARVIN
·6,915 shr
Award
·
STONER NATHAN R
·3,225 shr
Award
·
DAVIS AMY ROCHELLE
·6,915 shr
Award
·
LAMB-HALE NICOLE
·6,915 shr
Award
·
NEWSOME EARL JR.
·2,070 shr
Award
·
BUSH JENNIFER MARY
·4,605 shr
Award
·
WILTROUT JEFFREY T
·1,500 shr
Award
·
FETCH BONNIE J
·2,070 shr
Award
·
PETERS LUTHER EARL
·1,380 shr
Award
·
WOOD JONATHAN DAVID
·1,155 shr
Award
·
MERRITT BRETT MICHAEL
·2,768 shr
Award
·
ENRIGHT ROBERT J
·923 shr
Award
·
BARNER SHARON R.
·6,915 shr
Award
·
JACKSON DONALD G
·2,303 shr
Award
·
DAVIS AMY ROCHELLE
·2,911 shr
Award
·
BUSH JENNIFER MARY
·2,911 shr
Award
·
FETCH BONNIE J
·2,911 shr
Other
·
SMITH MARK ANDREW
·401 shr
Sell
·
SMITH MARK ANDREW
·11,430 shr
·$4,281,359
Exercise
·
SMITH MARK ANDREW
·11,430 shr
·$1,739,888
Sell
·
RUMSEY JENNIFER W.
·$188
Award
·
PADMANABHAN SRIKANTH
·5,370 shr
Award
·
DAVIS AMY ROCHELLE
·4,296 shr
Award
·
BUSH JENNIFER MARY
·4,296 shr
Award
·
PADMANABHAN SRIKANTH
·4,193 shr
Award
·
SMITH MARK ANDREW
·3,942 shr
Award
·
BOAKYE MARVIN
·1,705 shr
Award
·
STONER NATHAN R
·2,685 shr
Award
·
DAVIS AMY ROCHELLE
·5,728 shr
Award
·
LAMB-HALE NICOLE
·3,324 shr
Award
·
NEWSOME EARL JR.
·811 shr
Award
·
BUSH JENNIFER MARY
·2,216 shr
Award
·
WILTROUT JEFFREY T
·1,151 shr
Award
·
FETCH BONNIE J
·1,960 shr
Award
·
MERRITT BRETT MICHAEL
·2,259 shr
Award
·
RUMSEY JENNIFER W.
·10,228 shr
Sell
·
BARNER SHARON R.
·2,163 shr
·$798,403
Exercise
·
BARNER SHARON R.
·2,163 shr
·$353,499
Exercise
·
PADMANABHAN SRIKANTH
·9,560 shr
·$1,530,556
Sell
·
BARNER SHARON R.
·2,163 shr
·$784,071
Sell
·
DI LEO ALLEN BRUNO VITO
·4,945 shr
·$1,773,082
Sell
·
JACKSON DONALD G
·4,985 shr
·$1,775,697
Exercise
·
JACKSON DONALD G
·4,985 shr
·$768,931
Sell
·
BARNER SHARON R.
·2,163 shr
·$775,052
Award
·
LAMB-HALE NICOLE
·290 shr
Sell
·
SATTERTHWAITE LIVINGSTON LORD
·24,250 shr
·$7,474,875
Exercise
·
SATTERTHWAITE LIVINGSTON LORD
·24,250 shr
·$2,645,432
Sell
·
BARNER SHARON R.
·6,489 shr
·$1,977,637
Exercise
·
BARNER SHARON R.
·6,489 shr
·$1,060,497
Exercise
·
PADMANABHAN SRIKANTH
·12,510 shr
·$1,872,997
Sell
·
BARNER SHARON R.
·4,780 shr
·$1,435,657
Exercise
·
BARNER SHARON R.
·4,780 shr
·$765,278
Other
·
PADMANABHAN SRIKANTH
·900 shr
Buy
·
WILTROUT JEFFREY T
·282 shr
·$80,401
Exercise
·
DAVIS AMY ROCHELLE
·1,980 shr
·$236,566
Exercise
·
WILTROUT JEFFREY T
·1,160 shr
·$177,419
Exercise
·
FETCH BONNIE J
·3,998 shr
·$597,947
Buy
·
BOAKYE MARVIN
·1,745 shr
·$499,133
Exercise
·
BUSH JENNIFER MARY
·5,200 shr
·$847,998
Exercise
·
MERRITT BRETT MICHAEL
·5,430 shr
·$816,676
Exercise
·
RUMSEY JENNIFER W.
·11,440 shr
·$1,363,553
Exercise
·
STONER NATHAN R
·3,700 shr
·$559,926
Award
·
MILLER WILLIAM I
·604 shr
Award
·
FISHER DANIEL WILLIAM
·604 shr
Award
·
HARRIS CARLA A
·604 shr
Award
·
STONE JOHN H
·604 shr
Award
·
BELSKE GARY L
·604 shr
Award
·
BERNHARD ROBERT J
·604 shr
Award
·
LYNCH THOMAS J
·604 shr
Award
·
QUINTOS KAREN H.
·604 shr
Award
·
NELSON KIMBERLY A.
·604 shr
Award
·
DI LEO ALLEN BRUNO VITO
·604 shr
Sell
·
BARNER SHARON R.
·2,390 shr
·$708,110
Exercise
·
BARNER SHARON R.
·2,390 shr
·$382,639
Sell
·
BARNER SHARON R.
·3,880 shr
·$1,113,010
Exercise
·
BARNER SHARON R.
·3,880 shr
·$594,398
analyst ratings
2 ratings
Citigroup
→Buy
6d ago
Wells Fargo
→Overweight
6d ago
ae trade
3
5d ago
9d ago
10d ago
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