Jennifer Rumsey
Chair and Chief Executive Officer
Replay available
Cummins Inc. (NYSE: CMI) Q2 2025 earnings conference call, held 2025-08-05. Replay captured from the company's public earnings webcast.

Chair and Chief Executive Officer
Executive Director of Investor Relations
Chief Financial Officer
Analyst, Jefferies
Analyst, Morgan Stanley
Analyst, Truist Securities
Analyst, Melius Research
Analyst, Raymond James
Analyst, Evercore ISI
Analyst, Citi
Analyst, J.P. Morgan
Analyst, UBS
Analyst, Oppenheimer & Company
Analyst, Bernstein
Greetings. Welcome to Cummins Inc. second quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. The question and answer session will follow the formal presentation. If you would like to join the queue, please press star 1 on your telephone keypad. If anyone should require operator assistance during the conference, please press star 0 on your telephone keypad. Please note this conference is being recorded. I would now like to turn the call over to Nick Ahrens, Executive Director of Investor Relations. Thank you. You may begin. Thank you. Good morning, everyone, and welcome to our teleconference today to discuss Cummins results for the second quarter of 2025. Participating with me today are Jennifer Rumsey, our chair and chief executive officer, and Mark Smith, our chief financial officer. We will be available to answer questions at the end of the teleconference. Before we start, please note that some of the information that you will hear or be given today will consist of forward-looking statements within the meaning of the Security and Exchange Act of 1934. Such statements express our forecasts, expectations, hopes, beliefs, and intentions on strategies regarding the future. Our actual future results could differ materially from those projected in such forward-looking statements because of a number of risks and uncertainties. More information regarding such risks and uncertainties is available in the forward-looking disclosure statement in the slide deck in our filings with the Security and Exchange Commission, particularly the risk factors section of our most recently filed annual report on Form 10-K and any subsequently filed quarterly reports on Form 10-Q. During the course of this call, we will be discussing certain non-G...