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Cummins Inc. (CMI) Analyst/Investor Day Transcript
2026-05-23 · via All Articles on Seeking Alpha

Cummins Inc. (CMI) Analyst/Investor Day May 21, 2026 9:30 AM EDT

Company Participants

Nicholas Arens - Executive Director of Investor Relations and Business Analysis & Planning
Jennifer Rumsey - CEO & Chairman of the Board
Brett Merritt - VP & President of Engine Business
Jennifer Bush - VP & President of Power Systems Business
Mark Smith - CFO & VP
Amy Davis - VP & President of Accelera by Cummins and Components

Conference Call Participants

Angel Castillo Malpica - Morgan Stanley, Research Division
Jamie Cook - Truist Securities, Inc., Research Division
Robert Wertheimer - Melius Research LLC
David Raso - Evercore ISI Institutional Equities, Research Division
Jerry Revich - Wells Fargo Securities, LLC, Research Division
Steven Fisher - UBS Investment Bank, Research Division
Kyle Menges - Citigroup Inc. Exchange Research
Michael Feniger - BofA Securities, Research Division
Kristen Owen - Oppenheimer & Co. Inc., Research Division
Timothy Thein - Raymond James & Associates, Inc., Research Division
Stephen Volkmann - Jefferies LLC, Research Division
Tami Zakaria - JPMorgan Chase & Co, Research Division
Kyle Menges - Citigroup Inc., Research Division

Presentation

Nicholas Arens
Executive Director of Investor Relations and Business Analysis & Planning

Good morning. Welcome to Cummins 2026 Analyst Day. I'm Nick Arens, Executive Director of Investor Relations. We have an exciting event planned for you today, and we're glad you're with us.

We'll begin today with a presentation from our Chair and Chief Executive Officer, Jennifer Rumsey; followed thereafter with presentations from Brett Merritt, who leads our Engine business, and Jenny Bush, who leads our Power Systems business. And to end the presentation portion of our Analyst Day, you'll hear from Mark Smith, our Chief Financial Officer. After our presentations, we'll take a short break, and then we'll come back together to answer any questions you may have.

In addition to Jennifer, Brett, Jenny and Mark, our Q&A panel will also include Amy Davis, who leads our Components business

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