Cummins Inc. designs, manufactures, distributes, and services diesel and natural gas engines, electric and hybrid powertrains, and related components worldwide.
$452.18-0.71%
报价 2026-11-13
市值
$61.98B
EV
$81.02B
PE (TTM)
26.7x
预期 PE (FY2026)
15.6x
52 周区间距高点 -37.9%
$448.58$727.59
筛选结果
pipeline · 2026-11-13Keep✗ 高增长✗ Cheap✓ GARP
GARP Pool: growth 10-30%, P/FCF <= 20, MC/GP <= 11
爆发潜力
2026-11-13未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.1x | 26.40 → 33.78（1.3x） | 13.4 |
| FY+32028-12 | 1.2x | 26.40 → 39.04（1.5x） | 11.6 |
毛利率 25% · TTM 收入 $35829M · 基数 EPS 26.40（调整后）
电话会信号
辅助标签Q3 20262026-11-05
扩产需求加速AI 词频高积压订单词频高下调/撤回指引供不应求
指引 下调
信心 4
分析师 3
“We expect continued strength in power generation related to data center customers, positively impacting power systems and distribution revenue next year.”
原文引用（4）
- 扩产：This approximately $100 million investment will more than double IEA's production capacity
- 需求加速：Our order intake in the third quarter exceeded what we thought it would be
- 下调/撤回指引：we now expect revenue growth of approximately 10% at the lower end of the prior range
- 供不应求：supply chain constraints limited shipments across both power systems and distribution
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研究结论
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事件
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同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| CMICummins Inc. | $61.98B | -0.7% | +11.9% | 26.1% | 26.7x | 15.0x | 17.9x | GARP |
| CSXCSX Corporation | $95.95B | -0.7% | +9.1% | 39.1% | 25.1x | 14.5x | 29.9x | |
| CPCanadian Pacific Kansas City Ltd. | $81.87B | -0.5% | +11.4% | 80.2% | 27.4x | 15.6x | 44.3x | |
| ITWIllinois Tool Works Inc. | $81.71B | +0.3% | +5.1% | 44% | 24.9x | 18.0x | 28.5x | |
| CNICanadian National Railway Company | $76.27B | -0.5% | – | 44.3% | 18.0x | 11.6x | – | |
| FDXFedEx Corporation | $75.91B | +1.5% | -0.3% | 24.4% | 19.3x | 11.3x | – | |
| NSCNorfolk Southern Corporation | $73.65B | -1.6% | +10.2% | 32.6% | 22.3x | 13.6x | 19.1x | GARP |
| URIUnited Rentals, Inc. | $69.63B | -1.3% | +12.3% | 41.8% | 23.3x | 10.4x | 73.3x | GARP |
| PCARPACCAR Inc | $56.16B | +0.3% | +9.3% | 16.2% | 25.3x | 13.0x | 24.0x | |
| 同行中位数 | – | – | +9.3% | 40.4% | 24.1x | 13.3x | 29.2x |
研究全文
L2 基本面 memo
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点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $9.44B | $9.46B | $8.4B | $8.54B | $8.32B | $8.64B | $8.17B | $8.45B |
| Gross Margin | 27.7% | 26.1% | 26.7% | 22.9% | 25.6% | 26.4% | 26.4% | 24.1% |
| Operating Margin | 15.3% | 13.5% | 11.3% | 7.5% | 12% | 14.2% | 13.9% | 8.7% |
| Net Income | $1.14B | $932M | $654M | $593M | $536M | $890M | $824M | $418M |
| Diluted EPS | 8.25 | 6.73 | 4.71 | 4.27 | 3.85 | 6.42 | 5.96 | 3.02 |
| Operating Cash Flow | $1.41B | $1.5B | $309M | $1.53B | $1.31B | $785M | $-3M | $1.42B |