Cummins Inc (STU:CUM)

€ 341.1 -2.4 (-0.7%) Market Cap: 47.67 Bil Enterprise Value: 54.35 Bil PE Ratio: 23.76 PB Ratio: 4.76 GF Score: 79/100

Cummins Inc at Credit Suisse Industrials Conference Transcript

Dec 04, 2019 / 01:00PM GMT

Release Date Price: €162 (+1.25%)

Transcript

Jamie Lyn Cook;dit Suisse AG

CrÃ;Research Division - MD, Sector Head of United States Capital Goods Research, and Analyst

© -

All right. Good morning. Are we -- we're on, we're starting? Okay. Good morning, everyone. So today, we're very pleased to have Cummins with us. We have Mark Smith, who's the Chief Financial Officer; as well as James Hopkins, who heads the Investor Relations efforts. Format will be similar to what we did yesterday. Informal Q&A. The only other thing I want you guys to know is for Rush Enterprises, I just want to give everyone a heads up. We changed the group presentation. It will be in here at 12:00 versus before, I think it was 3:00. So just so everybody knows that.

Questions & Answers

Jamie Lyn Cook;dit Suisse AG

CrÃ;Research Division - MD, Sector Head of United States Capital Goods Research, and Analyst

© -

So I guess, I'll kick it off. Mark, lots of debate yesterday about the North American truck downturn, and understanding we know there will be a downturn, but the risk

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