Cummins Inc (NYSE:CMI)

$ 294.58 5.52 (1.91%) Market Cap: 40.29 Bil Enterprise Value: 44.54 Bil PE Ratio: 21.68 PB Ratio: 4.44 GF Score: 87/100

Cummins Inc at Bank of America Hydrogen Conference (Virtual) Transcript

Dec 16, 2020 / 08:15PM GMT

Release Date Price: $222.82 (-0.54%)

Transcript

Ross Paul Gilardi

BofA Securities, Research Division - MD in Equity Research

Good afternoon, everybody. My name is Ross Gilardi. I'm the senior U.S. machinery analyst at Bank of America. I cover the heavy equipment stocks at the bank. I'm joined by my colleagues, Julien Dumoulin-Smith and Steve Byrne, who you all know quite well at this point. I hope everybody is having a great day.

This afternoon, we're very pleased to welcome Cummins. Amy Davis, Cummins' President of their New Power systems business, to join us. And joining Amy is James Hopkins, who is on audio and is our Investor Relations Head and everyday contact.

Cummins is freshly off a special hydrogen event that they held in mid-November. For those of you that didn't have an opportunity to participate in that, there's a lot of great information on Cummins' website. And today, obviously, we've got a great opportunity to revisit that information and get a better, greater understanding of how hydrogen fits into the mosaic for Cummins.

But Amy, thanks so much for being with us today for the event.

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