Cummins Inc. CMI

Cummins Inc. diseña, fabrica, distribuye y presta servicios a trenes motrices y componentes relacionados con motores diésel y de gas natural, eléctricos y híbridos. Los segmentos de la empresa incluyen Motor, Distribución, Componentes, Sistemas de Potencia y Nueva Energía. El segmento de Motor fabrica y comercializa una variedad de motores diésel y de gas natural bajo la marca Cummins, así como ciertas marcas de clientes, para camiones pesados y de servicio medio. El segmento de Distribución consiste en ventas y soporte de una variedad de productos y servicios, incluidos sistemas de generación de energía, motores de caballos de fuerza y servicios de reparación en taller y en campo. El segmento de Componentes suministra productos, incluidos sistemas de post-tratamiento, turbocompresores, productos de filtración, electrónica y sistemas de combustible. El segmento de Sistemas de Potencia consta de negocios, incluidas tecnologías de generación de energía, industriales y de generadores. El segmento de Nueva Energía diseña, fabrica, vende y brinda soporte a soluciones de producción de hidrógeno.

Con 2 acciones de CMI (USD 1.047,13) habrías recibido USD 16,40 en dividendos en los últimos 12 meses.

CMI hizo una división de acciones (split) de 2:1 el 3 de enero de 2008: cada acción se convirtió en 2. Cambió la cantidad de acciones y su precio, pero no el valor total de la inversión.

• Zacks Investment Research 5 oct

  Here's Why Cummins (CMI) is a Strong Growth Stock

  Cummins Inc. (CMI) is featured as a stock to watch with a #3 (Hold) Zacks Rank and an A-rated VGM Score. The company demonstrates strong growth potential with a Growth Style Score of A and forecasted year-over-year earnings growth of 25.2% for the current fiscal year. Four analysts revised earnings estimates upward in the last 60 days, with the consensus estimate increasing to $29.78 per share.

  

• Zacks Investment Research 17 sept

  Generac Signs Amazon Generator Deal With $2.4B of Initial Deliveries

  Generac Holdings has secured a major long-term supply agreement with Amazon to provide backup power generators for data centers, with initial deliveries totaling $2.4 billion expected in 2027-2028. The deal includes warrant provisions extending up to $8 billion in qualifying payments. Generac's data center backlog reached $1.6 billion as of July 2026, positioning the company to capitalize on accelerating AI and cloud computing infrastructure demand.

  

• GlobeNewswire Inc. 9 sept

  Microgrids Market - Demand, Competitive Insights, Innovation, Market Size, Share

  The global microgrids market is projected to reach $79.7 billion by 2033, driven by industrial electrification, grid reliability concerns, and rising adoption among data centers and healthcare facilities. The market is transitioning from hardware-focused to software-and-services driven, with control platforms and energy-as-a-service models capturing disproportionate value. Early movers securing interconnection rights and long-tenor contracts are establishing competitive advantages, while pure equipment vendors face structural margin compression.

  

• The Motley Fool 27 ago

  This Earnings Season Confirmed the AI Power Bottleneck Is Real. Here Are the Industrial Winners Hiding in Plain Sight.

  While mega-cap tech stocks have dominated AI investment, industrial companies providing essential infrastructure for data centers are quietly benefiting. Eaton Corporation, Vertiv Holdings, and Cummins are positioned as 'picks-and-shovels' winners, offering exposure to AI growth through power distribution, cooling solutions, and backup generation systems, with attractive valuations compared to traditional tech stocks.

  

• The Motley Fool 21 ago

  Hyperscalers Will Spend $750 Billion on AI This Year. Cummins Sells the Backup Power.

  As hyperscalers like Alphabet, Amazon, Meta, Microsoft, and Oracle collectively spend approximately $750 billion on AI infrastructure in 2026, Cummins is capitalizing on the massive demand for backup power systems. The company's Power Systems segment saw 19% year-over-year sales growth driven by data center demand, with AI racks consuming up to 600 kilowatts compared to traditional 12-kilowatt racks. Cummins is expanding beyond emergency backup to provide primary power solutions through microgrids, positioning itself as a key beneficiary of the AI infrastructure boom.