Cummins is a global leader in the design and manufacture of engines and power generation equipment. The company specializes in providing advanced diesel and alternative fuel engines for a wide range of applications, including commercial vehicles, construction and agriculture, and industrial markets. Cummins also offers a variety of related products and services, such as filtration systems, emission solutions, and power generation technologies, focusing on sustainability and innovation to meet the evolving energy demands of customers worldwide. Through its commitment to research and development, Cummins plays a key role in driving advancements in engine efficiency, performance, and environmental stewardship. Read More
The financial markets are currently undergoing a profound transformation, witnessing a significant reallocation of capital from the once-unstoppable technology and Artificial Intelligence (AI) sectors towards more traditional, cyclical segments of the economy: energy and industrials. This "great rebalancing," which has gained substantial momentum in 2025, signals a pivotal recalibration by
In a remarkable display of market strength, India's mid-cap and small-cap stocks have defied conventional wisdom, significantly outperforming their large-cap counterparts and broader market indices even as overall market volatility has presented challenges. This unexpected surge, particularly pronounced from 2024 into 2025, signals a profound shift in investor sentiment and
The financial markets are currently undergoing a significant and structural rebalancing, characterized by a discernible capital rotation away from the mega-cap technology and AI-driven stocks that have dominated recent years, towards more traditional value and cyclical sectors such as energy and industrials. This shift, gaining considerable momentum in 2025, signifies
Shares of parcel and cargo delivery company FedEx (NYSE:FDX)
fell 3.1% in the afternoon session after the company's Supply Chain division announced it will cut 611 jobs in Memphis, Tennessee.
Midwest Engines & Generators (463-325-2777) has expanded its inventory of diesel generators, featuring new units from CAT and Cummins, with outputs ranging from 500 kW to 4000 kW.
Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors.
However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.
Looking back on heavy transportation equipment stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Greenbrier (NYSE:GBX) and its peers.
The stocks featured in this article have all approached their 52-week highs.
When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Blue Bird (NASDAQ:BLBD) and the best and worst performers in the heavy transportation equipment industry.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Their momentum is also rising as lower interest rates have incentivized higher capital spending.
As a result, the industry has posted a 9.1% gain over the past six months, beating the S&P 500 by 4.4 percentage points.
Scranton, Pennsylvania – Boots & Hanks Heavy Duty Truck Parts, a nationwide leader in used diesel truck engines and rebuilt heavy-duty powertrains, has announced competitive pricing and fast shipping on its expansive inventory of premium engines. Based in Scranton, Pennsylvania, the company has become a trusted destination for Detroit DD15 engines, Cummins ISX15 engines, Cummins X15 engines, PACCAR MX-13 engines, Caterpillar C13 engines, and other leading diesel engine models.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how PACCAR (NASDAQ:PCAR) and the rest of the heavy transportation equipment stocks fared in Q2.
QuinStreet’s second quarter results were marked by strong revenue growth, but the market responded negatively due to concerns about future momentum. Management attributed the quarter’s performance to broad-based increases in client spending, especially in auto insurance and home services. CEO Doug Valenti pointed to auto insurance revenue rising 62% year over year, supported by both existing and new carrier clients. He acknowledged that while demand was robust, some carriers remained cautious due to “tariff uncertainties,” which moderated spending in the latter half of the quarter.
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Cummins (CMI) To Contact Him Directly To Discuss Their Options
Digital infrastructure provider Applied Digital (NASDAQ:APLD) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 13% year on year to $38.01 million. Its non-GAAP loss of $0.03 per share was 85.9% above analysts’ consensus estimates.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Oshkosh (NYSE:OSK) and the rest of the heavy transportation equipment stocks fared in Q2.
Applied Digital’s second quarter results were met with a positive market response, as management highlighted new long-term lease agreements and a refined operational focus. CEO Wes Cummins pointed to the transformative 15-year leases with CoreWeave for the Polaris Forge 1 campus as a pivotal driver, positioning the company as a leader in AI and high-performance computing infrastructure. The company also emphasized progress in optimizing data center build processes, reducing build times, and consolidating suppliers to streamline delivery. These strategic developments, rather than headline financial metrics, shaped investor sentiment this quarter.
Engine manufacturer Cummins (NYSE:CMI) reported Q2 CY2025 results topping the market’s revenue expectations, but sales fell by 1.7% year on year to $8.64 billion. Its non-GAAP profit of $6.43 per share was 23.5% above analysts’ consensus estimates.
