Nov 5, 7:48 AM ET
Cummins Inc. reported third quarter 2026 revenues of $9.4 billion and net income of $1.14 billion, or $8.25 per diluted share, reflecting strong power generation demand despite weakness in North American pickup truck markets. The company updated its full-year revenue growth guidance to approximately 10 percent, down from a prior range of 10 to 13 percent, while returning $661 million to shareholders via dividends and share repurchases.
- Third quarter 2026 revenues reached $9.4 billion, representing a 13 percent increase compared to the third quarter of 2025.
- GAAP net income attributable to Cummins was $1.14 billion, or $8.25 per diluted share, up from $536 million, or $3.86 per diluted share, a year earlier.
- Full-year 2026 revenue growth is now expected to be approximately 10 percent, while EBITDA margins are projected to be approximately 18.2 percent.
- The company returned $661 million to shareholders in the third quarter through cash dividends and share repurchases.
Read the filing on SEC.gov ↗
Aug 4, 7:58 AM ET
Cummins reported second-quarter 2026 revenue of $9.5 billion, up 9% from a year earlier, and net income attributable to Cummins of $932 million, or $6.73 per diluted share, compared with $890 million, or $6.43, in 2025. The company raised its full-year 2026 revenue growth guidance to 10% to 13% from 8% to 11%, and narrowed its EBITDA margin range to 18.0% to 18.5% from 17.75% to 18.5%, which may matter to shareholders because it signals stronger expected demand and profit.
- Q2 2026 revenue was $9.5 billion, up 9%; Power Systems sales rose 19% to $2.3 billion.
- Q2 EBITDA margin was 17.5% of sales, down from 18.4% a year ago, which the company attributed mainly to higher incentive compensation.
- Full-year 2026 revenue is now expected to rise 10% to 13%, up from the prior 8% to 11% range.
- The quarterly cash dividend rises from $2.00 to $2.20 per share, and the company returned $501 million to shareholders in Q2.
Read the filing on SEC.gov ↗
May 5, 7:40 AM ET
Cummins reported first-quarter 2026 revenue of $8.4 billion, up 3% from a year earlier, but net income attributable to Cummins fell to $654 million, or $4.71 per diluted share, from $824 million, or $5.96, a year earlier. The results include a $199 million charge, or $1.44 per diluted share, tied to the sale of its low-pressure fuel cell business, and the company raised its full-year 2026 revenue and EBITDA guidance.
- Q1 2026 revenue was $8.4 billion, up 3%; North America sales fell 6% while international revenue rose 16%.
- Net income attributable to Cummins was $654 million, or $4.71 per diluted share, versus $824 million, or $5.96, in Q1 2025.
- Full-year 2026 revenue guidance was raised to up 8% to 11%, from up 3% to 8%.
- Full-year 2026 EBITDA is now expected at 17.75% to 18.50% of sales, up from 17.0% to 18.0%, excluding fuel cell charges.
Read the filing on SEC.gov ↗
Feb 5, 7:54 AM ET
Cummins reported fourth-quarter 2025 net income of $593 million, or $4.27 per diluted share, up from $418 million, or $3.02, a year earlier, on revenue of $8.5 billion, up 1%. Full-year 2025 net income fell to $2.8 billion, or $20.50 per diluted share, from $3.9 billion, or $28.37, a year earlier, when results included a $1.3 billion gain from the Atmus separation; 2025 also absorbed $458 million of Electrolyzer charges. The company expects 2026 revenue to rise 3% to 8%, with EBITDA of 17.0% to 18.0% of sales.
- Q4 2025 revenue of $8.5 billion, up 1% from Q4 2024; diluted EPS of $4.27 versus $3.02
- Q4 2025 included $218 million, or $1.54 per diluted share, of Electrolyzer charges within the Accelera segment
- Full-year 2025 revenue of $33.7 billion, down 1%; diluted EPS of $20.50 versus $28.37 in 2024
- 2026 outlook: revenue up 3% to 8% and EBITDA of 17.0% to 18.0% of sales
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
