General Motors vs Cummins

General Motors and Cummins are compared here, focusing on business models, financial performance, and market context. This page presents neutral information to help readers understand how each company operates within its sector. It avoids recommendations and opinions, offering clear, accessible descriptions of strategy, scale, and market roles. Educational content, not financial advice.

General Motors and Cummins are compared here, focusing on business models, financial performance, and market context. This page presents neutral information to help readers understand how each company...

Comparison Snapshot

Key Financial Metrics

GM

Metric

CMI

$74.10B

Market Cap

$78.68B

-13.93%

Potential Profit

-10.29%

Buy

Analyst Rating

Buy

Why It's Moving

GM Shifts Buick Production Home to Dodge Tariffs and Bolster U.S. Roots

Buick Envision successor moves to Fairfax Assembly in Kansas City for U.S. sales, ending reliance on tariff-hit Chinese imports and enhancing supply chain resilience.
Adds to GM's massive $5.5B U.S. manufacturing push over the past year, directly supporting American jobs and countering President Trump's domestic production drive.
Production for non-U.S. markets may stay in China, allowing GM to balance global efficiency with U.S.-focused fortification against trade barriers.

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

GM Shifts Buick Production Home to Dodge Tariffs and Bolster U.S. Roots

Buick Envision successor moves to Fairfax Assembly in Kansas City for U.S. sales, ending reliance on tariff-hit Chinese imports and enhancing supply chain resilience.
Adds to GM's massive $5.5B U.S. manufacturing push over the past year, directly supporting American jobs and countering President Trump's domestic production drive.
Production for non-U.S. markets may stay in China, allowing GM to balance global efficiency with U.S.-focused fortification against trade barriers.

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

Investment Analysis

General Motors

GM

Pros

General Motors (GM) has shown strong stock performance in 2025, with a 29.7% increase year-to-date outperforming the S&P 500 index.
GM benefits from disciplined inventory management and effective pricing strategies sustaining demand across both traditional internal combustion engine and electric vehicle segments.
The company has a broad and diversified vehicle portfolio including well-known brands and expanding electric vehicle offerings, supporting growth potential.

Considerations

Despite strong gains, GM's stock performance has lagged behind specialized ETFs focused on autonomous and electric vehicles, suggesting competitive pressure in the EV space.
GM's stock experienced notable recent volatility, with an 8% drop in early October 2025 indicating potential short-term risk or market uncertainty.
The automotive industry is exposed to macroeconomic and supply chain risks, which may impact GM's production costs and vehicle demand.

Cummins

CMI

Pros

Cummins holds a strong competitive position as a leading global manufacturer of diesel and alternative fuel engines, tapping into multiple industrial and transportation markets.
The company is advancing in electrification and sustainable solutions, aiming to capitalize on growing demand for clean energy and emission reduction technologies.
Cummins has maintained solid profitability supported by product innovation and efficient operations even amid fluctuating commodity prices.

Considerations

Cummins faces risks from cyclicality in industrial demand, which can impact order volumes during economic slowdowns or downturns in key markets.
The company is exposed to commodity cost inflation, particularly raw materials, which can pressure margins if not managed effectively.
Execution risks exist in scaling new technologies and integrating acquisitions, which are crucial to maintaining its competitive edge in evolving markets.

Related Market Insights

Tariff Shield: Why U.S. Truck Makers Could Dominate the Heavy-Duty Market

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