企業プロフィール · Industrials

Cummins Inc

CMI · 米国株
取引所
米国株
国 / 地域
USA
上場日
1984年12月18日
従業員数
67,400
公式サイト
www.cummins.com
現在値
$661.84
リアルタイム · 2026年7月27日
ベイリー成長スコア
42/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 $661.84 リアルタイム · 楽観的シナリオの上限を超過 · 将来の成長を先取り

総合バリュエーションレンジ · 保守的 $220–$320 / 妥当 $350–$450 / 楽観的 $500–$600。$661.84 時点で 楽観的シナリオの上限を超過 · 将来の成長を先取り。

レポート公開時 $639.55(2026年5月24日)

時価総額$917.14億
売上高(TTM)$338.94億
EBITDA$50.04億
純利益率7.89%
ROE21.99%
PER (TTM)34.58
予想PER22.99
PEG1.58
EPS$19.22
配当利回り1.18%
52週レンジ$349.09 – $737.76
アナリスト目標株価$754.86
アナリスト評価3.5 / 5

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

Cummins Inc. offers various power solutions worldwide. The company operates through five segments: Engine, Distribution, Components, Power Systems, and Accelera. It offers diesel and natural gas-powered engines; and drivetrain systems, including axles, drivelines, brakes, and suspension systems; and on- and off-highway, and other products. The company also provides aftertreatment technology and solutions comprising custom engineering systems and integrated controls, oxidation catalysts, particulate filters, and selective catalytic reduction systems, as well as engineered components, including dosers; turbochargers, fuel systems, and valvetrain technologies; electronic control modules, sensors, and supporting software; and automated manual transmissions, and automatic transmissions for internal combustion engines. In addition, it sells and offers support services power generation systems, high-horsepower engines, and heavy-duty and medium-duty engines; offers application engineering services, custom-designed assemblies, and in-shop and field-based repair services; and retail and wholesale aftermarket parts. Further, the company offers standby and prime power generators, controls, paralleling systems, and transfer switches; turnkey solutions for distributed generation and energy management applications using natural gas, diesel, battery energy storage systems, and newer alternative sustainable fuels; diesel and natural gas high-speed, high-horsepower engines; and A/C generator/alternator products. Additionally, it provides electrified power systems, including batteries, fuel cells, and electric powertrain technologies. 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.

沿革

Cummins was founded in 1919 and is headquartered in Columbus, Indiana. Formerly known as Cummins Engine Company, it changed its name to Cummins Inc. in 2001, having gone public on December 18, 1984. Its supply relationship with PACCAR has spanned roughly 80 years. In 2023 the company disclosed an emissions settlement that took effect in 2024, accruing about $2 billion in the fourth quarter of 2023 and paying around $1.9 billion in settlement cash in the second quarter of 2024. In 2024 an Atmus spin-off exchange offer reduced Cummins' shares outstanding by about 5.6 million shares; in 2025 a strategic review led to roughly $458 million in charges tied to the Accelera electrolyzer business (about $415 million non-cash) and plans to halt new commercial activity there, and in the first quarter of 2026 it completed the sale of its low-pressure fuel cell business, recognizing a $199 million net charge.

業界での地位

Cummins is a U.S. industrials company in specialty industrial machinery, employing about 67,400 people and operating through five segments: Engine, Components, Distribution, Power Systems, and Accelera. Its 2025 revenue was $33.67 billion, with external segment revenue of about $12.386 billion for Distribution, $8.643 billion for Components, $8.104 billion for Engine, $4.114 billion for Power Systems, and $0.423 billion for Accelera. Products span diesel and natural gas engines, aftertreatment, turbochargers, fuel systems, drivetrain components, generator sets, parts and service, and battery, electric-drive and fuel-cell technologies. At the end of 2025 it served about 190 countries and territories through roughly 640 company-owned, joint-venture and independent distribution locations plus more than 13,000 certified dealer points. PACCAR was its largest customer at 13% of consolidated net sales in 2025 (16% in 2024), with long-term supply agreements also covering Traton, Daimler and Stellantis; named peers include Caterpillar, PACCAR and Wabtec.

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