Stock Analysis on Net

Cummins Inc. (NYSE:CMI)

$22.49

This company has been moved to the archive! The financial data has not been updated since May 2, 2024.

Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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Cummins Inc., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

Microsoft Excel
Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Oct 3, 2021 Jul 4, 2021 Apr 4, 2021 Dec 31, 2020 Sep 27, 2020 Jun 28, 2020 Mar 29, 2020 Dec 31, 2019 Sep 29, 2019 Jun 30, 2019 Mar 31, 2019
Accounts payable, principally trade
Loans payable
Commercial paper
Current maturities of long-term debt
Accrued compensation, benefits and retirement costs
Current portion of accrued product warranty
Current portion of deferred revenue
Other accrued expenses
Current liabilities
Long-term debt
Deferred revenue
Other liabilities
Long-term liabilities
Total liabilities
Redeemable noncontrolling interests
Common stock, $2.50 par value
Retained earnings
Treasury stock, at cost
Common stock held by employee benefits trust, at cost
Accumulated other comprehensive loss
Total Cummins Inc. shareholders’ equity
Noncontrolling interests
Total equity
Total liabilities, redeemable noncontrolling interests and equity

Based on: 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-10-03), 10-Q (reporting date: 2021-07-04), 10-Q (reporting date: 2021-04-04), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-27), 10-Q (reporting date: 2020-06-28), 10-Q (reporting date: 2020-03-29), 10-K (reporting date: 2019-12-31), 10-Q (reporting date: 2019-09-29), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31).


Accounts Payable, Principally Trade
The accounts payable ratio fluctuated modestly over the period, starting at 15.21% and showing a general decline through 2019 to low points near 11.23% in mid-2020. Subsequently, it stabilized between 13% and 14.75%, ending at 14.06% in March 2024, indicating relatively stable supplier obligations as a share of total liabilities and equity.
Loans Payable
Loans payable as a percentage of total liabilities and equity remained low throughout the periods, with slight volatility. It began near 0.35%, peaked intermittently at around 1.32% in mid-2023, and ended higher at 1.07% by March 2024, suggesting a modest increase in short-term borrowing relative to the total capital structure.
Commercial Paper
The commercial paper component displayed high variability, peaking sharply to 9.98% in mid-2020 amid the early pandemic phase, then dropping substantially to below 2% by late 2021. A renewed increase was observed in late 2022 and early 2023, reaching over 8%, followed by a significant decrease to 1.91% in early 2024. This pattern points to episodic reliance on commercial paper financing.
Current Maturities of Long-term Debt
This ratio was fairly stable at around 0.2% until a sharp spike to nearly 1.9% occurred in late 2022, before retreating to approximately 0.36% in early 2024. The temporary rise suggests a concentration of long-term debt coming due during that period.
Accrued Compensation, Benefits and Retirement Costs
The accrued compensation ratio exhibited cyclical variation, with lower levels observed during the early pandemic quarters (around 1.5%) and higher peaks above 3% at year-end 2023. The fluctuations may reflect adjustments to employee-related expense accruals in response to operational changes.
Current Portion of Accrued Product Warranty
This liability slightly declined over time from near 4% in early 2019 to approximately 2% by March 2024, indicating reduced warranty obligations relative to the total liabilities and equity base.
Current Portion of Deferred Revenue
The current deferred revenue component remained relatively stable, with small increases from about 2.5% to close to 3.9%, indicating sustained prepaid customer obligations.
Other Accrued Expenses
Other accrued expenses were mostly steady around 4.5%-5.5% through 2022, with a notable surge to nearly 12% by December 2023 and March 2024. This sharp increase may point to either accrued liabilities growing substantially or reclassifications increasing the reported balance.
Current Liabilities
Current liabilities as a whole experienced an upward trend from approximately 32% to peaks above 40% in late 2023, before easing slightly to around 37% in early 2024. This increase reflects increased short-term obligations relative to total financing.
Long-term Debt
Long-term debt initially remained near 8%, but surged to levels over 16% between mid-2020 and early 2022, dropped to near 14%-15% in the first half of 2023, then rose again to about 18% by the first quarter of 2024. These variations indicate notable borrowing and repayment activities influencing the long-term leverage.
Deferred Revenue
Deferred revenue stayed relatively constant around 3%-4%, with a slight declining trend after 2021 to near 3.3% by March 2024, suggesting modestly reduced deferred income.
Other Liabilities
Other liabilities decreased gradually from about 12% to near 10% across the period, implying a reduction in miscellaneous obligations or systematic reclassification.
Long-term Liabilities
The aggregate long-term liabilities ratio rose sharply from about 24% in 2019 to over 33% in 2020, declined to about 28% by late 2022, and then rose again to exceed 31% by Q1 2024. This reflects significant changes in the company’s long-term funding and obligation structure.
Total Liabilities
Total liabilities increased overall from roughly 56% to peaks near 69% in late 2023, suggesting greater leverage with less equity proportion during this timeframe.
Common Stock, $2.50 Par Value
The common stock component as a percentage of total capital decreased steadily, falling from about 11.45% in early 2019 to just above 7% by late 2022 and remaining near this level through early 2024, indicating possible share repurchases or changes in equity structure.
Retained Earnings
Retained earnings exhibited an upward trend through 2019 reaching above 73%, followed by a pronounced decline dropping below 60% in late 2022, with some recovery to around 62% in early 2024. This dynamic suggests fluctuations in cumulative profits and dividend policies.
Treasury Stock, at Cost
Treasury stock percentages were negative throughout, indicating repurchases. There was a notable decrease in the magnitude from about -38% in early 2020 to around -29% by mid-2023, followed by an increase again to nearly -34% by early 2024, reflecting significant share buyback activity.
Accumulated Other Comprehensive Loss
The accumulated other comprehensive loss remained fairly steady between -9% and -6%, with slight improvement in recent periods, concluding at -7.1% in early 2024, which points to relatively stable other comprehensive income effects.
Total Shareholders’ Equity
Shareholders’ equity as a proportion of total capital hovered mostly between 27% and 35%, with a decline to a low near 28% in 2022-2023 before modestly increasing again to 28.5% in early 2024, indicating fluctuations in net assets relative to liabilities.
Noncontrolling Interests
Noncontrolling interests decreased moderately from about 4.6% in 2019 to near 3.2%-3.3% in recent periods, reflecting reduced minority ownership stakes.
Total Equity
Total equity showed a declining trend from above 45% in early 2019 to roughly 31%-32% by early 2024, consistent with the increased leverage noted in total liabilities trends.
Overall Capital Structure
The company's capital structure shifted toward higher leverage over the examined periods, with increasing total liabilities and declining equity ratios. Peaks in short-term commercial paper and long-term debt suggest actively managed financing strategies with notable variability correlated to market and operational conditions. Shareholders’ equity components experienced pressures from treasury stock transactions and variations in retained earnings, while accrued expenses and other current liabilities showed significant expansion late in the data series, consistent with changing operating or financial conditions.