Cummins (NYSE:CMI) Q3 2025 Earnings Call November 06, 2025 10:00 AM ET Company ParticipantsAngel Castillo - Executive Director and Head of US Machinery and Construction Equity ResearchJamie Cook - Managing Director of Equity ResearchMark Smith - VP and CFOJennifer Rumsey - Chair and CEORob Wertheimer - Director of ResearchNick Arens - Executive Director of Investor RelationsTami Zakaria - Head of Machinery, Engineering, and Construction Equity ResearchCole Bardawill - Equity Research Senior AssociateDavid R ...

Cummins (NYSE:CMI) Q3 2025 Earnings Call November 06, 2025 10:00 AM ET Company ParticipantsAngel Castillo - Executive Director and Head of US Machinery and Construction Equity ResearchJamie Cook - Managing Director of Equity ResearchMark Smith - VP and CFOJennifer Rumsey - Chair and CEORob Wertheimer - Director of ResearchNick Arens - Executive Director of Investor RelationsTami Zakaria - Head of Machinery, Engineering, and Construction Equity ResearchCole Bardawill - Equity Research Senior AssociateDavid R ...

Cummins (NYSE:CMI) Q3 2025 Earnings Call November 06, 2025 10:00 AM ET Speaker0Greetings and welcome to the Q3 2025 Cummins Earnings Conference call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Nick Arens, Execut ...

公司动态 - Hexagon Agility近期获得价值430万美元（约合4500万挪威克朗）的新订单，涉及20多家领先的8级卡车车队，为搭载康明斯X15N天然气发动机的卡车提供燃料系统 [1][2] - 公司累计获得的X15N卡车燃料系统订单总价值已达2000万美元，包括2024年5月公布的UPS订单和2024年10月公布的订单 [2] - Hexagon Agility的燃料系统可使搭载X15N发动机的8级卡车续航达1200英里（2000公里），性能与柴油车相当 [4] 行业趋势 - 北美三大8级卡车制造商（戴姆勒、肯沃斯和彼得比尔特）均已推出搭载X15N发动机的天然气卡车选项 [3] - 北美市场每年销售约30万辆重型卡车，X15N发动机的推出使适用天然气解决方案的潜在市场规模从10万辆增至30万辆 [5] - 北美现有超过1600个公共和私人CNG/RNG加气站，覆盖主要运输走廊 [6] 产品技术 - 康明斯X15N发动机功率达500马力（约370千瓦），扭矩达1850磅-英尺（约2500牛米），满足长途/重载需求 [6] - 该发动机在动力和续航方面与柴油发动机相当，同时降低燃料成本和排放 [4] - 天然气卡车解决方案可帮助车队降低运营成本并减少排放 [7] 市场反馈 - 尽管货运市场和宏观经济存在不确定性，市场对天然气解决方案的兴趣显著上升 [4] - X15N发动机使车队能够获得天然气在燃料成本和减排方面的优势，同时保持与柴油相当的性能 [4] - 该技术突破了原先仅限柴油燃料的卡车市场细分 [4]