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Cummins Inc.

NYSE•CMI
CEO: Ms. Jennifer W. Rumsey
セクター: Industrials
業種: Industrial - Machinery
上場日: 1947-10-03
Cummins Inc. designs, manufactures, distributes, and services diesel and natural gas engines, electric and hybrid powertrains, and related components worldwide. It operates through five segments: Engine, Distribution, Components, Power Systems, and Accelera. The company offers diesel and natural gas-powered engines under the Cummins and other customer brands for the heavy and medium-duty truck, bus, recreational vehicle, light-duty automotive, construction, mining, marine, rail, oil and gas, defense, and agricultural markets; and offers parts and services, as well as remanufactured parts and engines. It provides power generation systems, horsepower engines, heavy and medium duty engines, application engineering services, custom-designed assemblies, retail and wholesale aftermarket parts, and in-shop and field-based repair services. In addition, the company offers emission solutions; turbochargers; air and fuel filters, fuel water separators, lube and hydraulic filters, coolants, fuel additives, and other filtration systems; and electronic control modules, sensors, and supporting software, as well as new, replacement, and remanufactured fuel systems. Further, it provides automated transmissions; standby and prime power generators, controls, paralleling systems, and transfer switches, as well as A/C generator/alternator products under the Stamford and AVK brands; and electrified power systems with components and subsystems, including battery, fuel cell, and hydrogen production technologies. Additionally, it offers filtration, aftertreatment, controls systems, air handling systems, and electric power generation systems, and batteries. It sells its products to original equipment manufacturers, distributors, dealers, and other customers. The company was formerly known as Cummins Engine Company and changed its name to Cummins Inc. in 2001. Cummins Inc. was founded in 1919 and is headquartered in Columbus, Indiana.
連絡先情報
500 Jackson Street, Box 3005, Columbus, IN, 47202-3005, United States
812-377-5000
www.cummins.com
時価総額
$75.06B
PER (TTM)
26.4
41.2
配当利回り
1.4%
52週高値
$617.98
52週安値
$260.02
52週レンジ
79%
順位28Top 16.1%
5.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$8.54B+0.00%
直近4四半期の推移

EPS

$4.29+0.00%
直近4四半期の推移

フリーCF

$990.00M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Net Income Declines Net income attributable to Cummins $2.84B USD, down 28% due to Atmus divestiture absence and Accelera charges.
Operating Cash Flow Surges Cash from operations reached $3.6B USD, a $2.1B increase driven by absence of $1.9B Settlement Agreement payments.
Distribution Segment Leads Growth Distribution sales grew 9% to $12.41B USD, capturing 30% of total sales, with EBITDA margin improving to 14.6%.
Power Systems Strong Performance Power Systems sales increased 16% to $7.46B USD, driven by data center demand, achieving 22.7% EBITDA margin.

リスク要因

Accelera Restructuring Costs Recorded $458M USD in total Accelera charges in 2025, including $210M goodwill impairment for electrolyzer business.
Truck Market Weakness Persists North American heavy and medium-duty truck demand remains weak, impacting Engine segment sales down 10% in 2025.
Regulatory Compliance Costs Ongoing regulatory scrutiny globally regarding emissions standards could increase costs and impact product compliance efforts.
Pension Funding Volatility U.K. pension trusts experienced a 0.8% loss in 2025; global plans are 112% funded, subject to market volatility.

見通し

2026 Revenue Outlook Expect strong Power Systems demand and stable aftermarket business in 2026, offsetting weak H1 truck demand projections.
Exit Electrolyzer Commercial Activity Intend to stop new commercial activity in the electrolyzer space following rapid market deterioration and strategic review.
Capital Investment Focus Plan $1.35B to $1.45B USD capital expenditures in 2026, with over 65% invested in North America.
Dividend Policy Update Quarterly dividend increased 10% in July 2025 to $2.00 USD per share, funded by operating cash flow expectations.

同業比較

売上高 (TTM)

FDX stock ticker logoFDX
$90.09B
+3.1%
CMI stock ticker logoCMI
$33.67B
-1.3%
PCAR stock ticker logoPCAR
$28.44B
-15.5%

粗利益率 (最新四半期)

NSC stock ticker logoNSC
70.5%
+34.4pp
ROP stock ticker logoROP
69.5%
+1.1pp
EMR stock ticker logoEMR
48.6%
+0.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
FDX$83.68B19.915.7%42.3%
ITW$77.16B25.495.2%55.5%
CMI$75.06B26.424.1%23.9%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
1.5%
緩やかな成長
4四半期純利益CAGR
-10.4%
収益性の低下
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年5月4日
|
EPS:$5.62
|
売上高:$8.33B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし