Cummins Q1 Revenue Beats Estimates at $8.40 Billion

Earnings
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Summary · why it matters

Cummins reported first-quarter revenues of $8.40 billion, a 2.7% year-on-year increase that exceeded analysts' expectations by 0.9%. The heavy transportation equipment company, whose engines power more than half of the heavy-duty truck market, posted a mixed quarter with a decent beat on EBITDA estimates but a miss on adjusted operating income. Among the 12 heavy transportation equipment stocks tracked, Douglas Dynamics delivered the best performance with a 19.8% revenue jump and the highest full-year guidance raise, while Greenbrier was the slowest with a 22.9% revenue decline and guidance that missed expectations. Allison Transmission achieved the fastest revenue growth in the group at 83.6%, and Trinity saw a 16% revenue drop. Since reporting, Cummins' stock has risen 10.1% to $722.95.

Impact on stocks 5

Industrials± Mixed · 3 stocks
Douglas Dynamics Inc
PLOW
▲ PositiveCapitalrelevance

Mentioned as best performer with 19.8% revenue jump and highest guidance raise.

Energy Transition & Power Demand▲ · 1 stocks
Cummins Inc
CMI
▲ PositiveCapitalrelevance

Q1 revenue beat estimates and stock rose 10.1% since reporting.

Electrification & Mobility▲ · 1 stocks
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