Is Caterpillar's Power & Energy Segment Its Next Big Growth Engine?
Caterpillar's Power & Energy segment is becoming a primary growth engine, driven by the demand for distributed and backup power solutions for data centers, electrification, and AI. The segment, which accounted for 42% of Caterpillar's total revenues in 2025 and saw robust growth, is expected to continue its upward trajectory with strong backlog growth in Power Generation and Oil & Gas markets. Caterpillar has significantly increased its capacity plans and sales targets for this segment, positioning it strongly against competitors like Cummins and GE Vernova.
Is Caterpillar's Power & Energy Segment Its Next Big Growth Engine?
Caterpillar's Power & Energy segment is becoming a primary growth driver, fueled by the increasing need for distributed and backup power solutions for data centers and AI. The segment contributed significantly to the company's revenues in 2025 and is projected for continued strong growth in 2026, especially in power generation and oil & gas. Caterpillar is expanding its capacity and has strategic agreements to provide substantial generator sets for prime power applications, positioning it competitively against peers like Cummins and GE Vernova.
Cummins Raises Long-Term Financial Expectations, Product Investments
Cummins Inc. announced raised long-term financial expectations for growth and profitability at a meeting with analysts and shareholders. The company's leadership highlighted strong performance, strategic execution, and continued investments in innovative technologies across its Engine Business and Power Systems Business, leading to increased revenue growth and margin expansion targets. Cummins aims to deliver increasing returns to shareholders by leveraging its broad portfolio, customer partnerships, and financial strength.
Cummins Announces Large-Engine Capacity, Product Investments
Cummins Inc. (NYSE: CMI) recently announced plans to significantly increase its long-term financial expectations for growth and profitability, raising its 2030 financial targets. The company highlighted its strong foundation in leading products, customer partnerships, and global distribution. Leadership emphasized investments in new products, expanded capacity in Power Systems, and a disciplined approach to capital allocation to drive future growth and shareholder returns.
PNC Financial Services Group Inc. Lowers Holdings in Cummins Inc. $CMI
PNC Financial Services Group Inc. reduced its stake in Cummins Inc. (NYSE:CMI) by 1.9% in the 4th quarter, bringing its total holdings to 110,599 shares valued at approximately $56.46 million. Several other institutional investors also adjusted their positions in Cummins. The article also covers analyst ratings, recent stock performance, earnings, dividend announcements, and insider trading activity for Cummins.
A Look at Cummins Inc (CMI) After 4.6% Decline -- GF Value $321.
Cummins Inc (CMI) shares recently dropped 4.6%, adding to a 10.8% weekly decline, though the stock has gained significantly year-to-date and over the past year. GuruFocus assesses CMI as "Significantly Overvalued" at its current price of $638.78 against a GF Value™ of $321.64, with its P/E ratio also well above historical averages. Despite strong fundamentals in growth and profitability, insider selling activity suggests a lack of confidence in the current valuation, advising caution for investors.
Cummins (NYSE:CMI) Stock Price Down 4.8% - Time to Sell?
Cummins (NYSE:CMI) shares decreased by 4.8% on Thursday after recent positive analyst updates, including raised price targets from Barclays and Morgan Stanley. The company posted strong quarterly earnings, exceeding EPS expectations and slightly beating revenue estimates. Cummins also announced a quarterly dividend of $2.00 per share, resulting in an annualized dividend of $8.00 and a 1.3% yield.
China Yuchai Ties Employee Ownership To Digital And Intelligent Manufacturing Shift
China Yuchai International has established a new subsidiary, Yuchai IMT, to centralize and enhance its equipment manufacturing operations through digitalization. To align employee interests with this strategic shift, the company has introduced an employee equity incentive plan, granting staff an 8% direct ownership stake in Yuchai IMT. This initiative aims to foster greater efficiency, cost control, and retention of skilled personnel as China Yuchai transitions towards intelligent manufacturing and low/zero carbon engine production.
Cummins Inc. stock underperforms Thursday when compared to competitors
Shares of Cummins Inc. (CMI) declined by 4.64% on Thursday, closing at $638.78, despite a positive overall trading day for the stock market. The S&P 500 Index and Dow Jones Industrial Average both saw gains. Cummins Inc. finished the day 11.04% below its 52-week high.
Cummins raises 2030 financial targets on stronger demand
Cummins Inc. has increased its 2030 financial targets for growth and profitability, citing disciplined investment, strategic execution, stronger market positions, and rising demand. The company, which saw shares return 111% over the past year, is expanding capacity in mining and power generation markets. Despite a recent Q1 2026 EPS miss, Cummins reaffirmed its strategy for profitable growth and shareholder returns.
Cummins Raises 2030 Financial Targets, Announces Large-engine Capacity and Product Investments
Cummins Inc. has announced increased financial targets for 2030, driven by strategic investments, strong market presence, and growing demand. The company is expanding capacity and product investments, particularly in the mining and power generation sectors, to capitalize on anticipated growth. During an analyst meeting, leadership highlighted continued momentum in the Engine Business, operational transformations in Power Systems, and plans for revenue growth, margin expansion, and capital allocation.
Cummins CEO Explains How to Manage the AI Boom
Cummins CEO Jennifer Rumsey discusses navigating various challenges, including supply chain issues, environmental regulations, and the current AI boom. Notably, Cummins, a major diesel engine technology manufacturer, is benefiting from the artificial intelligence data-center expansion.
Cummins Raises 2030 Financial Targets, Announces Large-engine Capacity and Product Investments
Cummins Inc. announced it is raising its 2030 financial targets due to disciplined investment, stronger market positions, and increased demand. The company plans to expand capacity and product investments in the mining and power generation markets to extend and strengthen its market positioning. This strategy aims for continued profitable growth and increased shareholder returns, supported by a broad portfolio, global presence, and strong financial health.
Cummins Owes C3.ai $23 Million for Fuel Tool Trade Secret Theft
A Delaware jury has ruled that engine manufacturer Cummins Inc. must pay C3.ai Inc. $23.3 million for stealing trade secrets related to a fuel optimization tool. The court found that Cummins misappropriated five of six trade secrets during their three-year partnership and breached its software service agreement. The damages include $2 million each for four secrets and $15.3 million for theft of trial code modules.
Cummins shares slide 4.6% as investors digest Analyst Day updates and near-term demand mix
Cummins Inc. (CMI) shares dropped 4.6% following its 2026 Analyst Day, where investors re-evaluated near-term demand and spending priorities. The decline may also be due to "sell-the-news" trading after the company recently raised its full-year revenue guidance. The article also details significant insider selling, hedge fund activity, government contracts, congressional stock trading, and analyst ratings for CMI.
Stock Market Live May 21, 2026: S&P 500 (SPY) Slips as Oil Gushes Higher
The S&P 500 (SPY) slipped as oil prices surged due to ongoing geopolitical tensions. Despite strong earnings from Nvidia, which saw revenue explode 85% year over year, the markets were negatively impacted by rising Treasury yields and oil prices. Walmart's latest guidance raised concerns about consumer health, signaling a shift towards necessity-based spending and lower-income shoppers trading down.
Parker Hannifin to acquire CIRCOR aerospace unit for $2.55B
Parker Hannifin announced its strategic acquisition of CIRCOR International, Inc.'s Commercial and Defense Aerospace business for $2.55 billion in cash. This move aims to expand Parker Hannifin's presence in longer-cycle, higher-growth, high-margin aerospace and defense markets. The transaction, expected to close in the second half of 2026, includes an anticipated $75 million in tax benefits and values the CIRCOR unit at 22.7 times its estimated 2026 adjusted EBITDA before synergies.
Cummins Reaffirms Readiness for EPA 2010 Regulations
Cummins Inc. has reaffirmed its readiness to meet the new EPA 2010 regulations for the North American market, highlighting its commitment to economic solutions and environmental compliance. The company will offer a range of engines, including the new ISX15 and ISX11.9, designed for best-in-class fuel economy, performance, and reliability, utilizing advanced technologies like the XPI fuel system and Selective Catalytic Reduction (SCR). Jim Kelly, President, Engine Business, stated that their products are ready, field tests are providing great feedback, and SCR technology is proving to be the right solution for 2010.
China Yuchai Ties Employee Ownership To Digital And Intelligent Manufacturing Shift
China Yuchai International has established a new subsidiary, Yuchai IMT, to centralize and digitize its equipment manufacturing, introducing an employee equity incentive plan for a direct stake in the unit. This initiative aims to align staff with its shift towards digitalization and intelligent manufacturing, which is crucial for modernizing production processes. Investors should monitor this structural change as it seeks to boost efficiency for new engine platforms and manage risks associated with operational complexity and integration challenges.
ProShare Advisors LLC Increases Holdings in Cummins Inc. $CMI
ProShare Advisors LLC increased its stake in Cummins Inc. (NYSE:CMI) by 9.5% in the fourth quarter, bringing its total holdings to 25,618 shares valued at approximately $13.1 million. This move is part of a broader trend, with institutional investors now owning 83.46% of the company's stock. Cummins reported strong quarterly earnings, beating analyst expectations, and announced a quarterly dividend of $2.00 per share, while insiders have been actively selling shares.
Banque Cantonale Vaudoise Decreases Stock Position in Cummins Inc. $CMI
Banque Cantonale Vaudoise reduced its holdings in Cummins Inc. (NYSE:CMI) by 49.8% in the fourth quarter, selling 6,725 shares and retaining 6,785 shares valued at $3.46 million. This reduction comes amid other institutional investors making varied changes to their Cummins positions, with some increasing and others decreasing their stakes. Multiple analysts have adjusted their price targets and ratings for Cummins, which recently reported strong quarterly earnings and announced a dividend.
Cummins Inc. Lifts Outlook on Power Systems Strength
Cummins Inc. reported its Q1 earnings, highlighting modest top-line growth, record profitability in Power Systems, and stronger cash generation, leading to an upgraded full-year guidance. Despite headwinds in North American truck markets and the Accelera unit, the company is optimistic due to operational momentum and healthy demand in power generation and international markets. Key drivers include increased international revenue, strong demand from China, particularly in power generation sales linked to data centers, and an improved outlook for the North American truck cycle.
CAG News | CONAGRA BRANDS INC (NYSE:CAG)
This article from ChartMill.com provides a news feed for Conagra Brands Inc (NYSE:CAG), listing recent headlines and analyses. Key updates include Conagra being highlighted as a Zacks Bear of the Day, news about its participation in the 2026 Sweets & Snacks Expo, and reports on its gross margin and Q1 and Q3 fiscal 2026 earnings. The page also shows the current stock price and links to various financial analysis tools.
Cummins Inc. stock outperforms competitors on strong trading day
Shares of Cummins Inc. (CMI) rose by 1.58% on Wednesday, closing at $669.87, outperforming the broader market which also saw gains, with the S&P 500 up 1.08% and the Dow Jones Industrial Average up 1.31%. This gain broke a three-day losing streak for the stock.
Caterpillar Power Chief Just Revealed What the Data Center Boom Really Means for CAT Stock
Caterpillar's Power & Energy Group President, Jason Kaiser, highlighted that the data center boom is shifting demand from standby diesel generators to continuous prime power gas generators, significantly increasing lifetime service opportunities by 40 times. This shift, along with growth in gas compression for oil and gas, is driving Caterpillar's revenue and margin expansion. The company is strategically managing potential overcapacity risks through cancellation penalties, redirecting capacity to other sectors, and internal stress testing, with Q2 2026 results being crucial for segment margin confirmation.
Jury awards C3 AI $23.3 million in Cummins trade secrets case
A Delaware jury has awarded C3 AI $23.3 million in damages after finding Cummins Inc. misappropriated its trade secrets. C3 AI, an enterprise AI software company, filed a lawsuit in November 2023, alleging that Cummins, its licensee, misused its intellectual property, a claim supported by an inadvertent sharing of internal meeting notes by a Cummins employee. The CEO of C3 AI has called for Cummins's Board of Directors to review the ethical grounding of its senior management, referencing a past settlement where Cummins paid $1.675 billion for violating the Clean Air Act.
C3.ai awarded $23.3M in trade secret lawsuit against Cummins (AI:NYSE)
C3.ai (AI) was awarded $23.3 million in a trademark lawsuit against Cummins (CMI) after a Delaware jury found Cummins guilty of misappropriating C3 AI's trade secrets. C3 AI had filed the case in November 2023, alleging that its licensee, Cummins, misused its proprietary information.
Cummins Inc. Liable for Misappropriation of C3 AI Trade Secrets
A Delaware jury has unanimously found Cummins Inc. liable for misappropriating C3 AI's trade secrets and awarded C3 AI $23.3 million in damages. This verdict comes after C3 AI brought a lawsuit in November 2023, alleging that Cummins, its licensee, misused proprietary information. C3 AI CEO Thomas M. Siebel criticized Cummins' executive management, highlighting this incident alongside a previous $1.675 billion civil penalty against Cummins for violating the Clean Air Act.
Cummins Inc. Liable for Misappropriation of C3 AI Trade Secrets
A Delaware jury has unanimously found Cummins Inc. liable for misappropriation of C3 AI's trade secrets, awarding C3 AI $23.3 million in damages. C3 AI initiated the lawsuit in November 2023 after discovering Cummins' plan to misappropriate trade secrets. C3 AI's CEO, Thomas M. Siebel, criticized Cummins' executive management and highlighted a prior incident where Cummins faced a record $1.675 billion civil penalty for Clean Air Act violations, urging Cummins' Board of Directors to re-evaluate its leadership.
Cummins Inc. $CMI Shares Sold by Cullen Frost Bankers Inc.
Cullen Frost Bankers Inc. recently decreased its stake in Cummins Inc. (NYSE:CMI) by 3.1% in the fourth quarter, selling 2,113 shares. Despite this sale, institutional investors largely maintain strong positions, owning 83.46% of the company's stock. Analysts such as Morgan Stanley and Barclays remain bullish, raising price targets and contributing to a "Moderate Buy" consensus rating with an average target of $677.87.
Fideuram Intesa Sanpaolo Private Banking S.P.A. Invests $17.58 Million in Cummins Inc. $CMI
Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new position in Cummins Inc., valued at approximately $17.58 million. This investment comes as other institutional investors have also modified their holdings in the company, which recently announced a quarterly dividend and favorable analyst ratings. The article also details recent insider stock sales and Cummins' financial performance.
Vale, Komatsu and Cummins announce collaboration to develop Dual Fuel large trucks, powered by ethanol and diesel
Vale, Komatsu, and Cummins have partnered to develop and test Dual Fuel haul trucks that will run on a mix of ethanol and diesel. These will be the first large trucks of their kind, reducing direct CO2 emissions by up to 70% and contributing to Vale's decarbonization goals. This initiative leverages Brazil's ethanol production capabilities to achieve more sustainable mining operations.
Cummins Inc stock (US2310211063): dividend decision and price pullback put engine maker in focus
Cummins Inc. is back in focus for US investors due to a recent share price decline and a new quarterly dividend declaration of $2.00 per share. The company, a diversified powertrain supplier, is navigating cyclical industrial demands and a transition towards lower-emission and alternative power solutions. Investors are monitoring the stock's performance in light of freight trends, infrastructure spending, and macroeconomic indicators, alongside the company's commitment to shareholder returns.
Cummins (CMI) Engine Business VP reports 218-share stock gift on Form 4
Brett Michael Merritt, VP and President of the Engine Business at Cummins Inc. (CMI), reported a gift of 218 common shares, valued at $0.00 per share, as disclosed in a Form 4 filing. Following this bona fide gift, Merritt directly holds 10,186 common shares and indirectly holds an additional 113.4932 common shares through a 401(k) plan. The filing provides details on the transaction and Merritt's updated holdings, clarifying what constitutes a "bona fide gift" and the implications of 401(k) plan ownership for investors.
Cummins Inc stock (US2310211063): engine maker in focus after latest share price move
Cummins Inc. stock has garnered renewed attention from US investors following a recent share price decline on the NYSE. Despite the pullback, analysts project an earnings growth of approximately 12.8% over the coming year. The company's focus on both traditional engine solutions and emerging clean energy technologies positions it at the intersection of industrial cycles and the energy transition.
Cummins Inc. stock underperforms Tuesday when compared to competitors
Cummins Inc. (CMI) stock fell 2.72% on Tuesday, closing at $659.46, marking its third consecutive day of losses. This underperformance occurred during a generally poor trading session, with the S&P 500 Index and Dow Jones Industrial Average also experiencing declines.
Workhorse Announces 100-Unit Electric Step Van Order
Workhorse Group Inc. and Kingsburg Truck Center have announced a purchase order for 100 W56 electric step vans from Gateway Fleets. Gateway Fleets plans to deploy these vans across its electrified depot network, utilizing a lease model designed to simplify EV adoption for commercial delivery operators. The W56 vans boast a 150-mile range, 10,000-lb payload capacity, and 1,000 cu. ft. of cargo space, with deployments expected to commence in July 2026.
Driven by Optimization: The Cummins Application-Focused Approach to the 2027 X15 engine
Cummins is taking an application-focused approach to its 2027 X15 engine, integrating it into real fleet conditions to optimize performance, efficiency, and support. This strategy involves adjusting powertrain parameters based on operational data, utilizing features like Dynamic Power, and enhancing service with connected diagnostics. The goal is to maximize uptime and minimize total cost of ownership throughout the truck's lifecycle by treating the engine, transmission, driveline, and support network as a connected operating system.
Watchman Group Inc. Has $4.67 Million Stock Position in Cummins Inc. $CMI
Watchman Group Inc. reduced its stake in Cummins Inc. by 18.7% in Q4, but still holds 9,156 shares valued at $4.67 million. Cummins reported stronger-than-expected earnings with an EPS of $6.15 against estimates of $5.63 and revenue of $8.40 billion, a 2.7% year-over-year increase. Analysts maintain a "Moderate Buy" consensus rating with a price target of $677.87, and the company also declared a $2.00 quarterly dividend.
Cummins Inc. Declares Quarterly Common Stock Dividend
Cummins Inc. (NYSE: CMI) announced a quarterly common stock cash dividend of $2.00 per share, payable on June 4, 2026, to shareholders of record on May 22, 2026. The company, a global power leader headquartered in Columbus, Indiana, specializes in diesel and gas motors, generators, and components, and reported $2.8 billion in earnings on $33.7 billion in sales in 2025. This declaration reflects Cummins' ongoing commitment to returning value to its shareholders.
Payden & Rygel Grows Stake in Cummins Inc. $CMI
Payden & Rygel increased its stake in Cummins Inc. by 35.1% in the fourth quarter, bringing their total holdings to 31,200 shares valued at approximately $15.9 million. Cummins reported strong quarterly results, exceeding EPS and revenue estimates, and announced a quarterly dividend of $2.00 per share. Institutional investors hold 83.46% of the company's stock, and analysts have a "Moderate Buy" consensus rating with a target price of $677.87.
North Dakota State Investment Board Invests $2.41 Million in Cummins Inc. $CMI
The North Dakota State Investment Board has initiated a new position in Cummins Inc. (NYSE:CMI), acquiring 4,719 shares valued at approximately $2.41 million during the fourth quarter. This comes as Cummins reported robust quarterly earnings, surpassing analyst expectations with EPS of $6.15 and revenue of $8.40 billion, a 2.7% year-over-year increase. The company also announced a quarterly dividend of $2.00 per share, contributing to an annualized yield of about 1.2%.
Four Corners Property Trust acquires Texas restaurant for $4.6M
Four Corners Property Trust (FCPT) has acquired a BJ's Restaurant and Brewhouse property in Texas for $4.6 million. The restaurant operates under a long-term triple net lease, and the transaction was priced at a cap rate consistent with previous FCPT acquisitions. FCPT is a real estate investment trust specializing in net-leased restaurant and retail properties, and InvestingPro analysis indicates it trades above its Fair Value and has consistently raised its dividend.
Cummins Inc. stock (US2310211063): engine maker in focus after Q1 2026 earnings beat and higher guidance
Cummins Inc. exceeded Q1 2026 earnings expectations and raised its full-year revenue outlook, driven by strong demand for power generation, particularly from data centers, despite some headwinds in traditional truck markets. The company confirmed its dividend and is strategically focusing on low- and zero-emission technologies while balancing profitability from established businesses with growth in new energy solutions. CMI stock traded within a wide 52-week range, reflecting market volatility and investor reevaluation of its cyclical and growth prospects.
Generac Holdings Inc. stock outperforms competitors on strong trading day
The article states that Generac Holdings Inc. (GNRC) stock performed well on a strong trading day, outpacing its competitors. It highlights the stock's daily gain compared to the S&P 500 and various industry peers.
Cummins Inc. stock outperforms competitors despite losses on the day
Shares of Cummins Inc. (CMI) experienced a 2.68% decline to $677.87 on Monday, marking its second consecutive day of losses. Despite this, the stock managed to outperform the broader market, as the Dow Jones Industrial Average rose while the S&P 500 Index fell slightly.
John Deere Power Systems Announces Guyot Retirement, Names Sueck as SVP
John Deere Power Systems (JDPS) announced the retirement of Pierre Guyot, SVP of JDPS, effective June 30, 2026, after 28 years with the company. Gregor Sueck, currently vice president of Tractor Engineering, will succeed Guyot as SVP of Power Systems, effective June 1, 2026. Sueck will be responsible for the strategic direction of JDPS, focusing on product leadership, cost competitiveness, and growth strategies for the remanufacturing and OEM businesses.
GLOBALT Investments LLC GA Makes New $2.91 Million Investment in Cummins Inc. $CMI
GLOBALT Investments LLC GA has made a new $2.91 million investment in Cummins Inc. (NYSE:CMI), purchasing 5,701 shares in the fourth quarter. This comes amidst significant insider selling, with two VPs recently selling shares totaling over $5.8 million, while the company itself reported strong Q4 earnings, beating estimates with an EPS of $6.15 and maintaining a substantial quarterly dividend of $2.00. Institutional investors now own 83.46% of the stock.
Passumpsic Savings Bank Invests $3.34 Million in Cummins Inc. $CMI
Passumpsic Savings Bank recently purchased 6,536 shares of Cummins Inc. worth approximately $3.34 million, making it their 15th largest holding. Other institutional investors like Vanguard Group Inc., Fisher Asset Management LLC, and Northwestern Mutual Wealth Management Co. also increased their stakes in Cummins. The article also provides details on Cummins' stock performance, recent earnings, dividend announcement, analyst ratings, and insider trading activity.
The Bull Case For Cummins (CMI) Could Change Following Mixed Q1, Higher Guidance And ESOP Shelf - Learn Why
Cummins (CMI) reported mixed Q1 results with higher sales but lower net income year-on-year, though it raised its full-year 2026 revenue guidance to 8%-11% growth, primarily driven by strong demand in power generation, especially from data centers. This increased guidance and focus on diversified power systems aim to offset cyclical weaknesses in the North American truck market. The company also affirmed its quarterly dividend and filed a significant ESOP-related shelf registration, signaling its strategic shift towards power generation to sustain business growth.
