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Cummins Inc. (CMI) Management Presents at Credit Suisse 9th Annual Global Industrials Conference Call Transcript

Dec. 02, 2021 9:22 PM ETCummins Inc. (CMI)
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Cummins Inc. (NYSE:CMI) Credit Suisse 9th Annual Global Industrials Conference Call December 2, 2021 3:30 PM ET

Company Participants

Jack Kienzler - Executive Director, Investor Relations

Conference Call Participants

Jamie Cook - Credit Suisse

Jamie Cook

Good afternoon. Hello, everyone. My name is Jamie Cook. I am the Industrials Analyst over here at Credit Suisse. And we're very pleased to have Cummins with us for the next 30 minutes. We have Jack Kienzler, Executive Director of Investor Relations for Cummins. And in terms of today's format, this will just be a fireside chat. So, I'll be asking questions to Jack. If anyone in the audience does have a question that they want to ask, the way to get that done is to email me at Jamie.cook@credit-suisse.com and I'll make sure we get the question asked to Jack.

Question-and-Answer Session

Q - Jamie Cook

So with that Jack, thank you for being here today. And I guess my first question, I just wanted to talk to what extent you can talk about thinking about 2022 the end markets, which markets do you expect to be positive, neutral versus negative. And then, where -- I guess, well in 2022, is there potentially for Cummins to outgrow the market?

Jack Kienzler

Yeah. Absolutely. Thank you for having me Jamie and thank you everyone for your interest. I think, broadly speaking, we're quite excited where the markets are from a trajectory standpoint heading into 2022. Maybe just going around the world quickly, in North America, clearly there's strong demand from an end user standpoint, in both heavy-duty and medium-duty truck. And really the issue thus far has been supply chain constraints temporary and how far the industry can go on, on a production standpoint. Our expectation is that that, continues to hamper on production obviously here in Q4 of 2021 and probably into at least the first

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