Cummins Inc (LTS:0I58)

$ 294.31 -2.22 (-0.75%) Market Cap: 39.86 Bil Enterprise Value: 44.11 Bil PE Ratio: 21.45 PB Ratio: 4.40 GF Score: 81/100

Cummins Inc at Morgan Stanley Laguna Conference Transcript

Sep 11, 2019 / 06:40PM GMT

Release Date Price: $165.17

Transcript

Courtney Yakavonis

Morgan Stanley, Research Division - Research Associate

All right. So up next, we have Cummins, and we're happy to welcome James Hopkins, Director of IR, to the stage.

Questions & Answers

Courtney Yakavonis

Morgan Stanley, Research Division - Research Associate

So James, maybe you could kick it off, share with us some thoughts on the various end markets right now and if you could specifically, obviously, talk to the North America heavy-duty truck cycle. This is something that Cummins referenced as being an end market that was at a cyclical peak during the last call. And if you can just share with us some of your thoughts there and on production.

James Hopkins

Cummins Inc. - Executive Director of IR

Yes. Well, really happy to be here, our first time at the conference. So happy to be here this year, beautiful location.

So Cummins, in general, so I'll just give you kind of a quick overview of where we're at right now, right about $24 billion of revenues, broadly diversified

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