Cummins vs Hilton

Cummins and Hilton are compared on this page to examine their business models, financial performance, and market context. The aim is to present neutral, accessible information about how each company operates and competes within its industry, without guidance or recommendations. Educational content, not financial advice.

Cummins and Hilton are compared on this page to examine their business models, financial performance, and market context. The aim is to present neutral, accessible information about how each company o...

Comparison Snapshot

Key Financial Metrics

CMI

Metric

HLT

$78.68B

Market Cap

$69.06B

-10.29%

Potential Profit

-2.69%

Buy

Analyst Rating

Buy

Why It's Moving

Cummins Hits New 52-Week High as Data Center Power Demand Fuels Momentum Amid Truck Slowdown.

Stock soared to $584.70 52-week high on January 21, reflecting optimism despite insider sales totaling 19,330 shares last quarter.
Q3 earnings crushed estimates with EPS of $5.59 beating $4.83 forecasts and revenue of $8.32B topping $7.97B expectations, even as overall sales dipped 1.6% year-over-year.
Power Systems segment thrives on data center backup demand, balancing softer Engine and Components sales hit by lower U.S. and Mexico truck volumes; Raymond James upgraded to Outperform with $585 target.

Sentiment:

🐃Bullish

Hilton Worldwide Hits New 52-Week High Amid Strong Analyst Upgrades and Positive Sector Momentum

Goldman Sachs upgraded HLT to Buy with a $317 target, signaling expectations for continued growth in travel demand.
Q3 results showed EPS of $2.11 beating estimates by $0.06, with revenue up 8.8% YoY to $1.30B, underscoring resilient booking trends.
FY2025 EPS guidance of $7.97–$8.06 reinforces Hilton's strong positioning as leisure and business travel rebounds.

Sentiment:

🐃Bullish

Cummins Hits New 52-Week High as Data Center Power Demand Fuels Momentum Amid Truck Slowdown.

Stock soared to $584.70 52-week high on January 21, reflecting optimism despite insider sales totaling 19,330 shares last quarter.
Q3 earnings crushed estimates with EPS of $5.59 beating $4.83 forecasts and revenue of $8.32B topping $7.97B expectations, even as overall sales dipped 1.6% year-over-year.
Power Systems segment thrives on data center backup demand, balancing softer Engine and Components sales hit by lower U.S. and Mexico truck volumes; Raymond James upgraded to Outperform with $585 target.

Sentiment:

🐃Bullish

Hilton Worldwide Hits New 52-Week High Amid Strong Analyst Upgrades and Positive Sector Momentum

Goldman Sachs upgraded HLT to Buy with a $317 target, signaling expectations for continued growth in travel demand.
Q3 results showed EPS of $2.11 beating estimates by $0.06, with revenue up 8.8% YoY to $1.30B, underscoring resilient booking trends.
FY2025 EPS guidance of $7.97–$8.06 reinforces Hilton's strong positioning as leisure and business travel rebounds.

Sentiment:

🐃Bullish

Investment Analysis

Cummins

CMI

Pros

Cummins demonstrated strong revenue exceeding forecasts with $8.32 billion in Q3 2025 despite challenging market conditions.
The company experienced profitable growth in its Power Systems and Distribution segments, supported by rising demand for backup power in data centers.
Cummins has a robust financial position with moderate debt, consistent dividend growth, and a strategic focus on alternative power solutions.

Considerations

Q3 2025 earnings per share of $3.86 missed analyst expectations of $4.87, partly due to non-cash charges related to its electrolyzer business.
The Engine and Components segments faced significant declines, reflecting weakness in North American on-highway markets and impacting overall performance.
Cummins is conducting a strategic review of its electrolyzer business due to weakening demand prospects amid shifting hydrogen adoption policies.

Hilton

HLT

Pros

Hilton Worldwide Holdings has strong brand recognition and a global presence in the hospitality sector, providing steady revenue streams.
The company benefits from diversified exposure across multiple geographic markets, which helps mitigate regional economic volatility.
Hilton has positioned itself to capitalise on post-pandemic travel recovery trends, supported by ongoing increases in travel demand and hotel occupancy.

Considerations

Hilton remains sensitive to macroeconomic factors such as inflation, interest rate hikes, and potential downturns in global travel demand.
The hospitality industry’s cyclicality exposes Hilton to execution risks tied to economic slowdowns or unexpected disruptions like pandemics.
Competition in the lodging sector is intense, necessitating ongoing investment in brand differentiation and technological innovation to maintain market share.

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