Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
6 readings, 4 filed under bull and 2 under bear. Every figure is ours; the model chose the side.
the bull case· 4
3
customers naming CMI as a supplier in their own filings
sec filingsfrom their filings17.60%
of Atmus Filtration Technologies Inc.'s revenue is CMI, by their own filing
10-Kfrom their filing28
disclosed supplier and customer ties in SEC filings
sec filingsedgar10
of the funds on file reporting a position in CMI
n-portas of Jun 30 '26the bear case· 2
6 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized8 of 22
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '26The model filed each reading under bull or bear and wrote its caption; a caption carrying a digit is replaced by our own phrase, so every figure on this zone is ours. Built Sep 16 '26 against the Nov 3 '26 report; rebuilt when that date rolls. Not a forecast, not advice.
2,113 managers report a position worth $84.3B between them, and 78 of them hold 80% of it.
tall tick = annual report · 1 on record
Cummins Inc. designs, manufactures, distributes, and services diesel and natural gas engines, electric and hybrid powertrains, and related components worldwide. It operates through five segments: Engine, Distribution, Components, Power Systems, and New Power. The company offers diesel and natural gas-powered engines under the Cummins and other customer brands for the heavy and medium-duty truck, bus, recreational vehicle, light-duty automotive, construction, mining, marine, rail, oil and gas, defense, and agricultural markets; and offers new parts and services, as well as remanufactured parts and engines. It also provides power generation systems, high-horsepower engines, heavy and medium duty engines, application engineering services, custom-designed assemblies, retail and wholesale aftermarket parts, and in-shop and field-based repair services. In addition, the company offers emission solutions; turbochargers; air and fuel filters, fuel water separators, lube and hydraulic filters, coolants, fuel additives, and other filtration systems; and electronic control modules, sensors, and supporting software, as well as new, replacement, and remanufactured fuel systems. Further, it provides automated transmissions; standby and prime power generators, controls, paralleling systems, and transfer switches, as well as A/C generator/alternator products under the Stamford and AVK brands; and electrified power systems with components and subsystems, including battery, fuel cell, and hydrogen production technologies. Additionally, it offers filtration, aftertreatment, controls systems, air handling systems, automated transmissions, electric power generation systems, and batteries. The company sells its products to original equipment manufacturers, distributors, dealers, and other customers. The company was formerly known as Cummins Engine Company and changed its name to Cummins Inc. in 2001. Cummins Inc. was founded in 1919 and is headquartered in Columbus, Indiana.
Prev close 536.15 · gapped above the open, then crossed back over prior close. High/low 543.20 at 6:00 am ET, 532.88 at 10:45 am ET.
Cummins Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Engines & Turbines
Of the 6 companies Cummins Inc moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 3510, Engines & Turbines, from each company's own filings. Largest first.
CMI (Cummins Inc) has 4 disclosed suppliers and 24 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: ATMU +1.92%, in industrials & materials.