By: Rob Wertheimer 

How should investors treat the quality issues? 1Q18 results had an incremental $187mm or $0.87 charge on CARB/EPA issues related to 2010 to 2015 engines, where degradation of the aftertreatment system has caused some engines to fail in use testing. That’s the same issue that Cummins identified in 3Q17.

CMI Report Here