Cummins Inc (LTS:0I58)

$ 294.31 2.9314 (1%) Market Cap: 40.84 Bil Enterprise Value: 45.09 Bil PE Ratio: 21.97 PB Ratio: 4.50 GF Score: 81/100

Cummins Inc at Wolfe Research Global Transportation & Industrials Conference (Virtual) Transcript

May 27, 2021 / 02:15PM GMT

Release Date Price: $257.89 (+1.24%)

Transcript

Robert Hudson Salmon

Wolfe Research, LLC - Research Analyst

Good morning, everyone, and welcome back to the Wolfe Conference, Transport Conference. It's Thursday, May 27, 10:15 Eastern time. We're very pleased to have Mahesh Narang, President of Cummins Component segment; as well as Jack Kienzler, the Executive Director of Investor Relations.

So if -- with our fireside chat, we love to get your perspective what you're seeing across the global truck segments. which regions are performing better, which are struggling right now.

Mahesh Narang

Cummins Inc. - VP & President of Components Segment

Thanks, Rob, and thank you for having us. Both Jack and I are really happy to be here. So this is Mahesh and I'll start with just a brief overview of what we are seeing in our markets. And broadly, globally, we are just seeing extremely high demand region by region, but North America is significantly up, and we've upped the guidance. And a lot of our end markets are up. Heavy-duty is up around 45%. Medium-duty market in North America is up about 35%. And even

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