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Cummins Inc. ( CMI ) Q3 2025 Earnings Call November 6, 2025 10:00 AM EST Company Participants Nicholas Arens Jennifer Rumsey - CEO & Chairman of the Board Mark Smith - CFO & VP Conference Call Participants Jamie Cook - Truist Securities, Inc., Research Division Angel Castillo Malpica - Morgan Stanley, Research Division David Raso - Evercore ISI Institutional Equities, Research Division Robert Wertheimer - Melius Research LLC Kyle Menges - Citigroup Inc., Research Division Tami Zakaria - JPMorgan Chase & Co, Research Division Steven Fisher - UBS Investment Bank, Research Division Noah Kaye - Oppenheimer & Co. Inc., Research Division Cole Couzens - Wolfe Research, LLC Charles Albert Dillard - Sanford C. Bernstein & Co., LLC.
The headline numbers for Cummins (CMI) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Cummins (CMI) came out with quarterly earnings of $5.59 per share, beating the Zacks Consensus Estimate of $4.73 per share. This compares to earnings of $5.6 per share a year ago.
Cummins (CMI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Cummins Inc. has delivered strong long-term returns, outperforming the S&P 500 with nearly 400% total return over the past decade. Revenue per share has grown at a 10% annual rate, with recent margin expansion and a rebound in return on invested capital to 15%. CMI offers a 1.89% forward dividend yield, supported by consistent 8% dividend growth and a low payout ratio, ensuring ongoing shareholder rewards.
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Here is how Cummins (CMI) and Ford Motor Company (F) have performed compared to their sector so far this year.
Shares of Cummins Inc. NYSE: CMI stock are up nearly 12% in August following the company's second-quarter earnings report. The company delivered a beat on the top and bottom lines.
CMI tops Q2 earnings and sales estimates, driven by Distribution and Power Systems strength.