Cummins Inc. (CMI) This autumn 2025 Earnings Name Transcript


Cummins Inc. (CMI) This autumn 2025 Earnings Name February 5, 2026 10:00 AM EST

Firm Contributors

Nicholas Arens – Government Director of Investor Relations and Enterprise Evaluation & Planning
Jennifer Rumsey – CEO & Chairman of the Board
Mark Smith – CFO & VP

Convention Name Contributors

Jerry Revich – Wells Fargo Securities, LLC, Analysis Division
Robert Wertheimer – Melius Analysis LLC
Jamie Cook dinner – Truist Securities, Inc., Analysis Division
Angel Castillo Malpica – Morgan Stanley, Analysis Division
David Raso – Evercore ISI Institutional Equities, Analysis Division
Steven Fisher – UBS Funding Financial institution, Analysis Division
Kyle Menges
Noah Kaye – Oppenheimer & Co. Inc., Analysis Division
Timothy Thein – Raymond James & Associates, Inc., Analysis Division
Charles Albert Dillard – Bernstein Institutional Providers LLC, Analysis Division

Presentation

Operator

Greetings. Welcome to the Fourth Quarter and Fiscal 12 months 2025 Cummins Inc., Earnings Convention Name. (Operator Directions)

Please be aware, this convention is being recorded. I will now flip the convention over to Nick Arens, Government Director of Investor Relations. Thanks. Chances are you’ll now start.

Nicholas Arens
Government Director of Investor Relations and Enterprise Evaluation & Planning

Thanks, Rob. Good morning, everybody, and welcome to our teleconference as we speak to debate Cummins’ outcomes for the fourth quarter and full 12 months of 2025. Taking part with me as we speak are Jennifer Rumsey, our Chair and Chief Government Officer; and Mark Smith, our Chief Monetary Officer. We are going to all be obtainable to reply questions on the finish of the teleconference.

Earlier than we begin, please be aware that among the info that you’ll hear or be given as we speak will include forward-looking statements throughout the that means of the Securities Trade Act of 1934. Such statements categorical our forecasts, expectations, hopes, beliefs and intentions on methods concerning the longer term. Our precise future outcomes might differ materially from these projected in such forward-looking statements due to plenty of dangers



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