CMI
Guest preview — showing qualitative direction only.
CMI Analysis Summary
Cummins (CMI) operates in Layer 9: Secondary / Tertiary Beneficiaries, in the On Site Generation sub-sector. With a $50.0B market cap and 10% AI-derived revenue, it sits in the downstream tier of the AI supply chain.
The current composite signal is bullish with medium conviction, driven primarily by quarterly factors.
CMI has supply chain relationships with 2 companies in the AI ecosystem. Downstream customers include DLR, EQIX.
CMI is currently a beneficiary of 1 bottleneck (Data Center Power Capacity).
Learn more about our signal methodology. View Signal History → Cummins AI Visibility →
Analysis as of Jul 5, 2026 07:04 UTC (quarterly run). Mixed data.
Data Trust
Quality grade A · Score 0.98 · Updated Jul 5, 2026 07:04 UTC (12.5h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is bullish with medium conviction. Based on the latest quarterly run.
Primary driver appears to be quarterly factors for this ticker.
Latest Recommendation
No recent recommendation is currently published for this ticker in the latest completed runs.
Supply Chain Position (Guest Preview)
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
Fundamentals & Characteristics
- Market Cap
- $50,000M (50.0B)
- Avg Daily Volume
- $150.0M
- AI Revenue %
- 10%
- Liquid Options
- Yes
- Layer
- 9 — Secondary / Tertiary Beneficiaries
- Sub-Sector
- On Site Generation
- Mega Cap
- No
Latest Signal Snapshot
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Key Facts About CMI
- Company: Cummins
- Supply Chain Position: Secondary / Tertiary Beneficiaries (Layer 9 of 10)
- Market Cap: $50.0B
- AI Revenue: 10%
- Sub-sector: On Site Generation
- Tier: Downstream
- Supply Chain Partners: 2 companies
CMI FAQ
What does Cummins do in AI?
Cummins (CMI) operates in the Secondary / Tertiary Beneficiaries layer of the AI supply chain, in the On Site Generation sub-sector.
Is CMI a buy or sell?
Full signal analysis for CMI is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is CMI in?
CMI is in Layer 9: Secondary / Tertiary Beneficiaries. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Cummins's AI revenue exposure?
Cummins derives approximately 10% of its revenue from AI-related activities. It has a market capitalization of $50.0B and sits in the downstream tier of the AI supply chain.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention Cummins when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.