Cummins builds the diesel and natural gas engines that power trucks, buses, and construction equipment, plus the parts and service to keep them running.
Cummins earns from selling engines and parts, with a gross margin around 25% and net margin near 8% in 2025, showing steady but not huge profits.
Cummins' deep dealer network and decades of trust make it hard for competitors like Caterpillar and Volvo to displace, but the shift to electric powertrains weakens its diesel engine dominance.
Hold (sector percentile 47) — value B, growth C, profitability C+, momentum B-, revisions B. Updated daily, sector-relative, identical for every user.
Key events, in time order
Allworth Financial takes $22.09M new stake; BNY Mellon adds $973.20M, signaling institutional interest
Company announcement confirms Power Generation business selected for BESS supply, reinforcing data center power positioning
Multiple sources confirm Q2 revenue beat but EPS miss on costs; company raises FY growth guidance to 10-13%; institutional stake raised.
Multiple sources confirm Q2 results and guidance update, continuing existing event line
Zacks upgrade reflects improved earnings outlook, reinforced by AI data center power demand.
Board approves dividend increase, reflecting cash flow and shareholder return commitment
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The discussion centers on NNBR's relationship with its largest customer, CMI, highlighting a potential strategic partnership or supply chain dependency. The narrative is driven by NNBR's management commentary and past observations.
Main discussion
$NNBR Per NNBR's Q1'26 conference call, CEO Bevis Harold notes its relationship with $CMI , which per the iAccess conference this summer, is the Company's largest customer. This is something that I have previously highlighted as well. Mgmt points to the fact that Cummins, while i
$NNBR In this interview with Gavin Baker, he highlights alludes to Company's buying jets and stripping them of the engines to convert them for use to power data centers, which we know is what $FTAI has been doing. He also lists off all the other turbine / generator companies supp
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Facts and opinions separated · All items sourced · Not investment advice
