- Recent medium-duty engine wins with Isuzu and Daimler underline longer-term opportunities to pick up share in legacy diesel powertrains as OEMs shift their attention to electrification.
- Cummins has positioned itself on both sides of green hydrogen, as a manufacturer of both electrolyzers to produce hydrogen and fuel cells for propulsion and stationary power.
- I'm worried that peaking Class 8 truck orders in North America are a relatively near-term threat to the shares, but the long-term valuation isn't unreasonable.
For further details see:
Cummins: New Engine Opportunities And Clean Energy Can Patch Over Cyclical Risk