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Company Overview
About Cummins
Cummins Inc. is a Columbus, Indiana-based power technology manufacturer — publicly traded on the New York Stock Exchange (NYSE: CMI) as an S&P 500 Industrials component — designing, manufacturing, and distributing diesel, natural gas, electrified power, and hydrogen power solutions for commercial trucks, buses, construction and mining equipment, generators, rail, and marine applications through approximately 73,000 employees in 190 countries and territories. In fiscal year 2024, Cummins reported record full-year revenues of $34.1 billion (flat versus 2023), record net income of $3.9 billion ($28.37 diluted EPS), and record EBITDA of $6.3 billion — an exceptional performance given a significant decline in heavy-duty truck build rates in North America, demonstrating the benefit of geographic diversification and product breadth across power segments. Results included gains from the 2023 separation of Atmus Filtration Technologies (NYSE: ATMU) as an independent public company. CEO Jennifer Rumsey — the first female CEO of a major engine company in US history, who assumed leadership in 2022 — leads Cummins' strategic evolution through its Destination Zero strategy: achieving near-zero carbon emissions from Cummins products by 2050 through a portfolio of diesel, natural gas, hydrogen internal combustion engine, hydrogen fuel cell, and battery electric power solutions that allows customers to decarbonize at their own pace based on fuel availability, infrastructure, and economics. Cummins' Accelera (electrification) business unit develops battery systems, fuel cell modules, and e-axles for the zero-emission commercial vehicle transition.
Business Model & Competitive Advantage
Cummins' diversified power solutions model creates competitive advantage through the range of power technologies that no single-technology competitor can match: a fleet operator managing a mixed portfolio of Class 8 long-haul trucks (needing diesel or hydrogen for long range), urban delivery vans (suited for battery electric), and construction equipment (requiring diesel for power density) can source Cummins' X15 diesel, 15XD hydrogen ICE, or PowerDrive 7000 battery system from a single supplier with a single dealer network — reducing supplier management complexity while accessing Cummins' warranty infrastructure and technician training. The Cummins aftermarket business (parts, service, remanufactured engines through 500+ distributor locations) generates approximately $3+ billion in annual revenue from the installed base of 1.3+ million engines in service globally — a recurring revenue stream that grows with the installed base and is less cyclical than new engine sales.
Competitive Landscape 2025–2026
In 2025, Cummins competes in diesel, natural gas, and alternative power solutions for commercial vehicles and industrial equipment against Caterpillar (NYSE: CAT, Cat engines for construction, $64.8B revenue), PACCAR (NASDAQ: PCAR, own engine development for Kenworth/Peterbilt trucks), and Daimler Truck (Frankfurt: DTG, Detroit Diesel engines for Freightliner, Mercedes trucks) for commercial truck engine supply agreements, industrial generator set market share, and zero-emission power technology development. Cummins' 2024 Destination Zero announcements emphasized hydrogen internal combustion engine development as a complementary pathway alongside hydrogen fuel cell and battery electric — targeting mining, marine, and rail applications where battery energy density is insufficient and hydrogen fuel cells face infrastructure limitations. The 2025 strategy focuses on navigating North American truck build rate recovery, growing international power generation business (data center generator sets represent a high-growth application as AI data center construction accelerates), and Accelera zero-emission product commercialization in partnerships with bus and truck OEMs.
The Cummins Story
Founders
Recent Activity
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Major milestones in Cummins's journey
Leadership Team
Meet the leaders behind Cummins
Jennifer Rumsey
Appointed as President and CEO on August 1, 2022, and Chair on August 1, 2023, Jennifer Rumsey is Cummins' seventh CEO and the first woman to lead the company since its founding in 1919. Under her leadership, Cummins achieved record 2024 revenues, net income, EBITDA, and EPS, with the company earning $3.9 billion on sales of $34.1 billion while leading 69,900 employees globally.
Mark Smith
Mark Smith joined Cummins in 1995 and became CFO on March 31, 2019. He oversees the company's financial operations, business planning and analysis, investor relations, and capital management functions. He holds a Bachelor of Arts in Economics from the University of Kent and an MBA from Northwestern University's Kellogg School of Management.
Nicole Lamb-Hale (Sherry Aaholm)
Appointed CAO in June 2025, Nicole Lamb-Hale previously served as Cummins' Chief Legal Officer. In her current role, she reports directly to the Chair and CEO, overseeing administrative functions across the global organization.
Marvin Boakye
Since 2022, Marvin Boakye has led Cummins' human resources practices for 60,000+ employees across 190 countries and territories, overseeing talent acquisition, development, compensation, benefits, and employee relations to support the company's global workforce.
Jennifer Bush
Jenny Bush oversees the Power Systems Business segment with sales of $4.4 billion (2021) and more than 10,000 employees. The segment includes alternators, automatic transfer switches, commercial power systems, consumer systems, engines, and paralleling systems.
Ricardo Roman
Promoted to Vice President in February 2024, Ricardo Roman is part of Cummins' executive leadership team driving strategic initiatives and operational excellence across the organization.
Michelle Probst
Appointed Vice President in February 2024, Michelle Probst contributes to Cummins' leadership team in advancing the company's strategic priorities and business objectives.
Gbile Adewunmi
Promoted to Vice President in February 2024, Gbile Adewunmi serves in Cummins' executive leadership supporting the company's global operations and strategic growth initiatives.
Matt McQueen
Effective March 1, 2024, Matt McQueen was promoted to Vice President, bringing expertise to Cummins' leadership team in advancing operational and strategic objectives.
Ashwath Ram
Appointed Vice President in January 2024, Ashwath Ram contributes to Cummins' executive leadership in driving innovation and business performance across the organization.
Key Differentiators
Market Leader
Cummins is recognized as a market leader in the Manufacturing sector, demonstrating strong industry presence and customer trust.
Frequently Asked Questions
Estimated Visibility Trend (Beta)
Simulated 8-week rolling score
Based on estimated brand signals. Historical tracking coming soon.
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