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Cummins, Inc. (CMI) Presents at 13th Annual Evercore ISI Industrial Conference - Transcript

Mar. 02, 2021 9:52 PM ETCummins Inc. (CMI)
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Cummins, Inc. (NYSE:CMI) 13th Annual Evercore ISI Industrial Conference Call March 2, 2021 2:10 PM ET

Company Participants

Brett Merritt - Vice President, On-Highway Engine Segment, Cummins, Inc.

Jack Kienzler - ‎Executive Director, Investor Relations, ‎Cummins, Inc.

Conference Call Participants

David Raso - Head, Industrial Research, Evercore ISI

David Raso

Thank you, everybody for joining us. David Raso, Head of Industrial Research for Evercore ISI. Excited to have joining us Cummins' Brett kind of become a tradition doing this with us. I appreciate it. So thank you -

Brett Merritt

Great, thanks for inviting me again.

David Raso

Brett Merritt, he runs, he is the VP for the On-Highway business, obviously Cummins' largest business. So definitely appreciate taking the time. And Jack, our first conference together. Welcome. You've been in the seat -

Jack Kienzler


David Raso

Four months, three months?

Jack Kienzler

Yeah, end of the third month. So I'm good to be.

David Raso

Well, thank you very much for all the help so far. So thank you for coming. For questions, please just send questions in via the chat room. Send them in as you think of them. They can just be sitting there waiting for me to read on your behalf later, or I can just interject them as we're having a conversation.

Brett, I guess I would just start with that big picture question. I know you look very young. But I remember when I first started here in about The Detroit Diesel Series 60 in a first electronic engine that was going to really hurt Cummins and then from the ACERT engine to obviously Navistar with their EGR. I mean, it's always been the case, Cummins is about to lose market share.

And, you know, obviously, the last couple of weeks, you had another, a couple examples of

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