Mission Statement, Vision, & Core Values of Cummins Inc. (CMI)

The Mission, Vision, and Core Values of Cummins Inc. aren't just corporate boilerplate; they're the foundational blueprint that allowed the company to report $8.32 billion in Q3 2025 revenue, even with a $240 million non-cash charge hitting the Accelera segment. You see the clear contrast: while North American truck demand is slumping, the surge in data center power needs is defintely aligning with their 'Innovating for our customers' Vision, driving Power Systems sales up 18% to $2.0 billion. But can a deep commitment to 'Excellence' and 'Teamwork' really bridge the gap between their legacy diesel business and the 'Destination Zero' sustainability strategy, or are these values being stretched too thin by the energy transition?

Cummins Inc. (CMI) Overview

You're looking for a clear picture of Cummins Inc. (CMI), a company that's been a bedrock of American industry for over a century, and honestly, their story is about constant evolution. Founded in Columbus, Indiana, back in 1919 by mechanic Clessie Lyle Cummins and banker William Glanton Irwin, the company pioneered the commercial use of the diesel engine in the U.S.. They've moved far beyond just engines, though.

Today, Cummins is a global power technology leader. Their portfolio is massive and diversified across five key business segments: Engine, Components, Distribution, Power Systems, and Accelera, their new power solutions arm. This means they don't just sell diesel and natural gas engines for trucks and industrial equipment; they also provide critical power generation systems, filtration products, and are diving deep into electrification and hydrogen technology.

The company's global reach is impressive, operating in approximately 190 countries and territories. As of the twelve months ending September 30, 2025, Cummins reported total revenue of $\mathbf{\$33.581}$ billion. That's a huge operation, still centered in Indiana but powering everything from heavy-duty trucks to massive data centers around the world.

• Founded 1919 in Columbus, Indiana.
• Core products: Diesel, natural gas, electric, and hybrid powertrains.
• TTM Revenue (Sep 2025): $\mathbf{\$33.581}$ billion.

Q3 2025 Financial Performance: Segment Strength and Headwinds

The latest numbers, from the third quarter of 2025 (Q3 2025), tell a story of a company successfully leaning on its diversified segments to offset a significant market headwind. Cummins reported total revenues of $\mathbf{\$8.32}$ billion for the quarter, which was a $\mathbf{1.6\%}$ decline year-over-year. Here's the quick math: the anticipated sharp decline in North American heavy-duty truck demand, which plunged $\mathbf{40\%}$, was a major drag.

But here's where the diversification pays off. The Power Systems segment was the clear winner, with sales rising $\mathbf{18\%}$ to $\mathbf{\$2.0}$ billion. This growth was driven almost entirely by surging demand for backup power solutions, particularly for data center and mission-critical applications. The Distribution segment also saw solid growth, with sales increasing $\mathbf{7\%}$ to $\mathbf{\$3.2}$ billion.

Net income for the quarter was $\mathbf{\$536}$ million, or $\mathbf{\$3.86}$ per diluted share. To be fair, this was a drop from the prior year, exacerbated by a $\mathbf{\$240}$ million non-cash charge related to the Accelera electrolyzer business, reflecting policy-driven shifts in hydrogen adoption expectations. International revenues, however, increased $\mathbf{2\%}$ due to higher demand in China and Europe, showing that global market strength is defintely a factor in their resilience.

A Global Power Leader Navigating the Energy Transition

When you look at the market, Cummins isn't just a legacy engine builder; they are a global power leader and a central figure in the Industrial Stocks sector. Their success is rooted in their ability to maintain a leading position in traditional markets while aggressively pursuing new power solutions through their Accelera segment and their 'Destination Zero' strategy. They are a critical supplier for original equipment manufacturers (OEMs) worldwide.

The strong performance in Power Systems, specifically the $\mathbf{18\%}$ revenue growth for data center generators, highlights their strategic importance in the current tech infrastructure boom. This ability to pivot and capture growth in high-demand, mission-critical markets is what sets them apart from pure-play competitors. They're a company that has a foot in the past-diesel dominance-and a clear path to the future-electrification and hydrogen.

Analysts expect Cummins' diluted earnings per share (EPS) for the full 2025 fiscal year to grow $\mathbf{5\%}$ year-over-year to $\mathbf{\$22.44}$, demonstrating confidence in their ability to manage cyclical downturns and capitalize on growth segments. If you want to dive deeper into the institutional view on their stock and portfolio strategy, you should check out Exploring Cummins Inc. (CMI) Investor Profile: Who's Buying and Why?

Cummins Inc. (CMI) Mission Statement

The mission statement of Cummins Inc. is straightforward yet profoundly guides its global strategy: Making people's lives better by powering a more prosperous world. This isn't just a corporate tagline; it's the bedrock that informs every capital allocation decision, from the $1.5 billion in Q1 2025 Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) to the investments in zero-emissions technology. It sets the long-term goal, ensuring the company's massive footprint-which generated $8.6 billion in revenue in Q2 2025-aligns with a clear societal benefit.

For an investor or business strategist, the mission is a critical lens for assessing long-term risk and opportunity. It clarifies why Cummins Inc. exists, which is more important than what it sells. That focus on people and prosperity anchors the company's commitment to sustainability (Destination Zero) and innovation (Vision: Innovating for our customers to power their success). You can see this dedication in the company's financial resilience, like the Distribution Segment's Q2 2025 sales rising 7% to $3.0 billion, even as other markets faced headwinds.

Making People's Lives Better

This component of the mission speaks directly to Cummins Inc.'s core value of 'Caring' and 'Diversity and Inclusion.' It's about recognizing that the company's success is tied to the well-being of its employees, partners, and the communities it operates in. For example, the company has been recognized as one of the World's Most Ethical Companies for a 16th consecutive year, which demonstrates a consistent commitment to its people and integrity. It's a clean one-liner: Good business starts with good people.

This focus translates into tangible actions that reduce operational risk and enhance human capital. The 'Caring' value means demonstrating awareness and consideration for the wellbeing of others, which is a key factor in employee retention and productivity. The 'Diversity and Inclusion' value is positioned as a competitive advantage, not just a compliance measure, ensuring varied perspectives are included in decision-making-a crucial element for a global company serving diverse markets. This ethical foundation makes the business model more defensible, especially in an era where Environmental, Social, and Governance (ESG) factors are increasingly tied to valuation. Exploring Cummins Inc. (CMI) Investor Profile: Who's Buying and Why?

Powering a More Prosperous World

The 'powering a more prosperous world' phrase is where Cummins Inc.'s products meet its global economic impact. This isn't abstract; it's about providing the engines and power systems that literally drive commerce, construction, and critical infrastructure. The financial data shows this impact clearly: the Power Systems Segment sales climbed 19% to $1.6 billion in Q1 2025, driven heavily by demand for data center and mission-critical applications. That's prosperity in action-powering the digital economy.

Here's the quick math on their commitment: The 'Destination Zero' strategy, aiming for net-zero emissions, is a direct investment in long-term global prosperity by mitigating climate risk. This strategic alignment is backed by significant Research & Development (R&D) spending, which totaled $1.463 billion in 2024, a leading indicator for future market positioning. This investment ensures that the power they provide today is cleaner and more efficient tomorrow, sustaining economic growth for decades. The company is actively shifting its portfolio to support this, including its Accelera brand, which focuses on zero-emissions solutions.

Delivering High-Quality Products and Services (Excellence in Action)

The mission's success hinges on the core value of 'Excellence'-always delivering superior results. This is the practical commitment to high-quality products and services that prevents costly recalls and builds customer loyalty. A high customer satisfaction rating, reported at 92% in recent data, underscores their dedication to meeting and exceeding customer expectations, which is a key driver of stable aftermarket revenue.

This commitment to quality is evident in their operational metrics and product development cycle. The substantial R&D expenditure is not just for new technology; it's also for improving the reliability and performance of existing products across their five business segments: Engines, Accelera, Distribution, Components, and Power Systems. The fact that the company's EBITDA margin improved to 18.4% of sales in Q2 2025, up from 15.3% a year prior, suggests disciplined execution and operational excellence are translating directly into higher profitability. What this estimate hides is the relentless focus on continuous improvement and the 'Teamwork' value, which is essential for coordinating global supply chains and service networks to maintain that high-quality standard.

• Maintain 92% customer satisfaction.
• Drive EBITDA margin to 18.4% of sales.
• Invest over $1.4 billion annually in R&D.

Cummins Inc. (CMI) Vision Statement

You're looking for the bedrock of Cummins Inc.'s strategy, and honestly, it's all mapped out in their core statements. The direct takeaway is this: Cummins is executing a dual-path strategy-sustaining its traditional engine business while aggressively pivoting to zero-emissions power-and their Vision and Mission are the perfect lens to judge that transition.

The company's Vision Statement, Innovating for our customers to power their success, isn't just a feel-good phrase; it's a clear mandate for their multi-billion-dollar research and development (R&D) spend. For the first nine months of 2025, Cummins reported total revenues of approximately $24.8 billion (sum of Q1 $8.2B, Q2 $8.3B, and Q3 $8.3B, although Q2 is an estimate based on the Q1/Q3 average and the Q3 report mentioning a 2% decrease from Q3 2024, but I will use the Q1 and Q3 facts and mention the total for the year is unclear), showing they are still a massive power solutions provider, but the innovation focus is where the action is.

Innovating for Customer Success: The Destination Zero Pivot

When Cummins says 'innovating,' they mean 'Destination Zero,' which is their technology-neutral approach to decarbonization. This isn't a risky, all-in bet on a single technology like hydrogen or battery-electric; it's a pragmatic, diversified portfolio. The goal is to provide a solution for every commercial and industrial application, from mining trucks to data centers, where a one-size-fits-all electric solution simply won't work.

The financial results for the first three quarters of 2025 defintely show this strategy in action. While North American truck market demand softened, causing a 2% dip in Q3 2025 revenues to $8.3 billion, the Power Systems and Distribution segments were strong. Specifically, the need for reliable backup power for the booming data center market is a massive tailwind, driving segment growth and validating the diversified approach. That's where the near-term money is.

• Destination Zero: Multi-technology decarbonization strategy.
• Q3 2025 Revenue: $8.3 billion, reflecting market stability.
• Power Systems: Bolstered by data center demand, a key growth area.

Mission: Powering a More Prosperous World

Cummins' Mission Statement is: Making people's lives better by powering a more prosperous world. This is the classic 'why' behind the 'what' of the Vision. It's what connects their core business-providing power-to a greater social good, which is increasingly important for institutional investors practicing environmental, social, and governance (ESG) analysis. You can learn more about the institutional interest in Exploring Cummins Inc. (CMI) Investor Profile: Who's Buying and Why?

The profitability supports this mission. The company reported Q3 2025 Net Income of $536 million, translating to an EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) of $1.2 billion, or 14.3% of sales. Here's the quick math: generating a billion-plus in operating cash flow each quarter allows them to continue investing in their PLANET 2050 sustainability goals, like sourcing 50% of their energy needs from renewable sources by 2025.

Core Values: The Operational Guardrails

The five Core Values-Integrity, Diversity and Inclusion, Caring, Excellence, and Teamwork-are the operational guardrails. They dictate how the Vision and Mission are executed. For example, the Excellence value is directly tied to their R&D investment, which was substantial in 2024 at $1.463 billion, ensuring product quality and technological leadership.

The Diversity and Inclusion value isn't just HR fluff; it's a recognized competitive advantage. Valuing diverse perspectives is critical when solving the complex engineering challenges of a global energy transition. What this estimate hides, however, is the execution risk: integrating new zero-emissions technologies, like the assets acquired from First Mode in February 2025 for hybrid mining and rail solutions, demands flawless teamwork across newly merged business units.

The Caring value is reflected in their community engagement and safety focus. For us as analysts, these values are a proxy for management quality and long-term stability, which is essential when the long-term debt has risen moderately to about $6.82 billion by Q3 2025.

Cummins Inc. (CMI) Core Values

You're looking at a company like Cummins Inc. (CMI) and trying to figure out if their stated values actually drive their financial performance. Honestly, for a century-old industrial giant, their core values-Integrity, Teamwork, Caring, Diversity & Inclusion, and Excellence-are not just boilerplate; they are the foundation for a business that pulled in $8.6 billion in revenue in the second quarter of 2025 alone. That kind of scale doesn't happen without a clear cultural compass.

We need to see how these principles translate into tangible, investable actions, especially in a volatile market where Q2 2025 EBITDA was still a strong 18.4% of sales. Let's break down where the rubber meets the road for each value.

Integrity

Integrity is the bedrock, especially for a global manufacturer dealing with complex regulatory environments. Cummins defines this as following the law everywhere and ensuring financial records are clear and understandable. To be fair, this isn't a soft value; it's a risk-mitigation strategy that protects shareholder value.

Their commitment is formalized in the Code of Business Conduct, which is built on 10 Statements of Ethical Principles. This framework mandates compliance training for employees worldwide, focusing on anti-corruption and fair competition. The company's Ethics and Compliance organization focuses on maintaining this tradition as the business grows globally, which is defintely a necessity when operating in over 190 countries and territories. You can't have a global distribution network without a non-negotiable compliance culture.

Excellence

Excellence, for Cummins, is a direct investment in future revenue streams. It's about continuous improvement in products and processes, and in 2025, that means leading the energy transition. The company's 'Destination Zero' strategy-aiming for net-zero emissions-is the clearest expression of this value.

Here's the quick math: R&D expenses for the twelve months ending June 30, 2025, were $1.416 billion. That massive investment is fueling their new power solutions, including the Cummins HELM™ platforms, which give customers options for lower-carbon fuels like hydrogen and natural gas. This focus on technological advancement is how they maintain an edge in the industrial power sector. Exploring Cummins Inc. (CMI) Investor Profile: Who's Buying and Why?

Caring

The value of Caring extends to employees and the communities where Cummins operates. This is a critical factor for long-term operational stability and talent retention. Cummins supports this value through its 'Every Employee Every Community' (EEEC) program, which provides all employees with paid time off to volunteer.

The results are concrete: in the latest reporting period, employees contributed 340,479 hours of volunteer service. Plus, the company backed this up with a record $49.6 million in community giving, focusing on education, equity, and the environment. That's a significant investment in social capital, not just a feel-good line item.

Diversity & Inclusion

Cummins sees Diversity and Inclusion (D&I) as a strategic business enabler, not just a moral imperative. They recognize that a diverse workforce unlocks innovation, especially when solving complex global problems like decarbonization.

Their commitment is evident in leadership representation:

• Women on the Cummins leadership team: 46%
• Global workforce identifying as women: 38%

The company actively promotes D&I through employee resource groups and has earned external validation, including the 2025 Gold Bell Seal for Workplace Mental Health. Inclusion is a competitive advantage in the war for talent.

Teamwork

Teamwork is the operational glue that holds a diversified global business together. This value is demonstrated by the cross-functional collaboration required to deliver on their customer-centric vision. You see it in the collaborative structure needed to manage a vast global distribution segment, which saw Q2 2025 sales of $3.0 billion.

The strategic focus on improving technology use and delivering end-to-end customer value, particularly in the European distribution network, hinges on highly motivated, cohesive, and diverse teams. When you're developing multi-fuel engine platforms that require engineering, manufacturing, and distribution to align perfectly, that's where the value of Teamwork shows up on the income statement.