CMI
Specialty Industrial Machinery · Industrials
CFO
Analyst
Lake Street
Equibles does not estimate personal net worth.
Mark Smith is recorded as Analyst at Lake Street and CFO at Cummins Inc (CMI). Mark Smith has spoken on 29 earnings calls and 1 other investor event across 11 companies, most recently for Sportsman's Warehouse Holdings, Inc. on September 1, 2026. Those appearances were for Cummins Inc (CMI), Sportsman's Warehouse Holdings, Inc. (SPWH), GrowGeneration Corp. (GRWG), Legacy Housing Corp (LEGH), NextBoat Inc. (NXB) and 6 other companies. Cummins Inc is classified in the Specialty Industrial Machinery industry within the Industrials sector. Other companies whose calls Mark Smith spoke on are classified in the Consumer Cyclical, Industrials, Real Estate and Consumer Defensive sectors. Other leadership on record at Cummins Inc includes J. W. Rumsey (CEO), N. T. Linebarger (CEO), Jennifer Rumsey (Chairman, COO and Board Member) and 7 others.
“You know, overall, inventories look really good, but I'm curious how you feel in your comfort levels with inventories in those categories.”
“I want to ask first a little bit about Marine Max and the acquisition there. Just as you think about it and look at it, you view this as, you know, is there any threat to the partnerships that you have?”
“Our second quarter financial performance and other important business developments built on the themes from our recent analyst day. We delivered record quarterly sales and EBITDA dollars and strong operating cash flow in the second quarter, extending our track record of raising performance cycle over cycle.”
“I wanted to dig in just a little bit more on some of the inventory in the closed locations and sales. You know, I realize this puts some pressure on gross profit margin, you know, as you're clearing some of this out.”
“I wanted to ask just for a little more detail, if you can, Kurt, on this workforce housing deal. Just maybe, you know, any more insight you can give us on kind of the size and maybe the timing of revenue recognition as we work through the year.”
Lake Street
Analyst
Source not stated
CMI
Specialty Industrial Machinery · Industrials
CFO
Specialty Retail · Consumer Cyclical
GRWG
Specialty Retail · Consumer Cyclical
LEGH
Residential Construction · Consumer Cyclical
NXB
Auto & Truck Dealerships · Consumer Cyclical
CDRE
Aerospace & Defense · Industrials
REIT - Healthcare Facilities · Real Estate
POWW
Aerospace & Defense · Industrials
Food Distribution · Consumer Defensive
CLAR
Leisure · Consumer Cyclical