任命副总裁 - Cummins Inc.宣布任命四位副总裁，分别是Ricardo Roman、Michelle Probst、Gbile Adewunmi和Matt McQueen，以及之前已任命的Ashwath Ram[1] Ricardo Roman - Ricardo Roman在Components Business Unit担任Controller期间成功完成Jacobs Vehicle Systems和Meritor的收购和整合，对Components产品组合的未来发展起到关键作用[3] Michelle Probst - Michelle Probst负责全球领导力和人才发展项目，致力于建立和领导专家团队，推动组织各层次的绩效和发展文化[2] Gbile Adewunmi - Gbile Adewunmi负责驱动、实施和执行Cummins的国防、海洋、矿业、石油和天然气以及铁路业务的全球战略[4] Matt McQueen - Matt McQueen在Engine Business Supply Chain领导期间，致力于解决供应约束和其他挑战，持续为客户提供服务，关注员工健康与安全，以及降低库存[5] Ashwath Ram - Ashwath Ram拥有20多年的Cummins经验，领导全球供应链功能，制定战略方向并推动运营，管理和发展印度业务[6]

康明斯公司新任董事会成员 - 康明斯公司宣布选举约翰·H·斯通加入董事会[1] - 斯通是全球安全和门禁专业公司 Allegion 的总裁兼首席执行官[2] - 斯通曾在德尔公司担任多个领导职务，包括全球建筑、林业和动力系统业务总裁[3] 公司背景介绍 - 康明斯公司是一家全球领先的动力解决方案公司，拥有多元化的业务部门，总部位于美国印第安纳州哥伦布[4]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2023 Commission File Number 1-4949 CUMMINS INC. Indiana 35-0257090 (State of Incorporation) (IRS Employer Identification No.) 500 Jackson Street Box 3005 Columbus, Indiana 47202-3005 (Address of principal executive offices) Telephone (812) 377-5000 Securities registered pursuant to Section 12(b) of the Ac ...

Cummins Inc. (NYSE:CMI) Q4 2023 Earnings Conference Call February 6, 2024 10:00 AM ET Company Participants Chris Clulow - VP, IR Jennifer Rumsey - Chairman & CEO Mark Smith - CFO Conference Call Participants Jerry Revich - Goldman Sachs Tim Thein - Citigroup David Raso - Evercore Angel Castillo - Morgan Stanley Rob Wertheimer - Melius Research Tami Zakaria - JPMorgan Noah Kaye - Oppenheimer Michael Feniger - Bank of America Operator Greetings, and welcome to Cummins Inc. Third Quarter 2023 Earnings Conferen ...

财务表现 - Cummins Inc. (CMI)2023年第四季度每股收益为4.14美元，较2022年同期的4.52美元下降[1] - Cummins截至2023年12月31日的现金及现金等价物为21.8亿美元，长期债务总额为48亿美元[8] - 2024年全年，Cummins预计营收同比下降2-5%，EBITDA预计在销售额的14.4-15.4%之间[10] 销售部门表现 - 引擎部门销售额同比增长5%，达到28亿美元，超过预期[2] - 配送部门销售额同比增长17%，达到27亿美元，超过预期[4] - 零部件部门销售额同比增长3%，达到32亿美元，但低于预期[5] - 电力系统部门销售额同比增长8%，达到14亿美元，但低于预期[6] - Accelera部门销售额同比增长8%，达到8100万美元，但低于预期[7]

Cummins (CMI) reported $8.54 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 10%. EPS of $4.14 for the same period compares to $4.52 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $8.08 billion, representing a surprise of +5.79%. The company delivered an EPS surprise of -6.12%, with the consensus EPS estimate being $4.41.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how th ...

Cummins (CMI) came out with quarterly earnings of $4.14 per share, missing the Zacks Consensus Estimate of $4.41 per share. This compares to earnings of $4.52 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -6.12%. A quarter ago, it was expected that this engine maker would post earnings of $4.63 per share when it actually produced earnings of $4.73, delivering a surprise of 2.16%.Over the last four quarters, the company has s ...

财务数据 - 2023财年全年营收为341亿美元，净利润为7.35亿美元，每股稀释收益为5.15美元[1] - 2023财年EBITDA为3017亿美元，占销售额的8.9%；不计入与美国监管机构达成和解的成本等因素后，EBITDA为519.5亿美元，占销售额的15.3%[2] - 2023财年全年经营现金流为40亿美元，向股东支付了9.21亿美元的股息[3] - 2023财年净销售额增长分别为38%、7%、15%、13%和79%[4] - 2023财年第四季度营收为85亿美元，净亏损为14.31亿美元，每股稀释亏损为10.01美元[5] - 2023年第四季度，Cummins Inc.的销售额达到8543百万美元，同比增长10%[6] - 2023年第四季度，Cummins Inc.的净利润占销售额的比例为6.9%，较去年同期下降1.4%[7] - 2023年第四季度，Cummins Inc.的每股稀释收益为4.14美元，较去年同期下降0.4美元[8] - 2023年第四季度，Cummins Inc.的EBITDA占销售额的比例为14.4%，较去年同期略有下降[9] - 2023年第四季度，Cummins Inc.的ROANA为29%，较去年同期增长3%[10] - 2023年第四季度，Cummins Inc.的ROIC为17%，较去年同期增长1%[11] - 2023年Cummins Inc.销售额为341亿美元，EBITDA为52亿美元，EBITDA占比为15.3%[12] - 2023年Components Segment销售额为134亿美元，EBITDA为19亿美元，EBITDA占比为14.4%[13] - 2023年Engine Segment销售额为117亿美元，EBITDA为16亿美元，EBITDA占比为14.1%[14] - 2023年Distribution Segment销售额为102亿美元，EBITDA为12亿美元，EBITDA占比为11.8%[15] - 2023年Power Systems Segment销售额为57亿美元，EBITDA为8.36亿美元，EBITDA占比为14.7%[16] 未来展望 - 2023年第四季度，Cummins Inc.的全年指导中，预计营收下降2%至5%[17] - 2023年第四季度，Cummins Inc.的全年指导中，EBITDA利润率预计在14.4%至15.4%之间[18] 市场扩张和并购 - 2023年Cummins在新兴市场销售额表现强劲，包括印度和中国[19][20] 其他新策略和有价值的信息 - 2023年12月底，康明斯公司的净营业利润为3201百万美元，较2022年底的2504百万美元增长27.8%[21] - 2023年12月底，康明斯公司的总债务为6696百万美元，总资产为16600百万美元，总资本为17822百万美元，净债务为3955百万美元，总债务占总资本的比例为40.3%，净债务占总资本的比例为23.8%[22]

Cummins Inc. (CMI) is slated to release fourth-quarter 2023 results on Feb 6 before market open. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings per share and revenues is pegged at $4.41 and $8.08 billion, respectively.For the fourth quarter, the consensus estimate for CMI’s earnings per share has moved down by a penny in the past 30 days. Its bottom-line estimates imply a decline of 2.43% from the year-ago reported number.The Zacks Consensus Estimate for its quarterly revenues sugges ...

In the latest trading session, Cummins (CMI) closed at $242.97, marking a +1.53% move from the previous day. The stock exceeded the S&P 500, which registered a gain of 1.25% for the day. Meanwhile, the Dow experienced a rise of 0.97%, and the technology-dominated Nasdaq saw an increase of 1.3%.Shares of the engine maker witnessed a gain of 0.66% over the previous month, beating the performance of the Auto-Tires-Trucks sector with its loss of 11.14% and underperforming the S&P 500's gain of 1.58%.The investm ...