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AI brief of an SEC Form 8-K · Cummins (CMI)

Cummins Reports Third Quarter 2026 Results and Updates Full-Year Revenue Guidance

Mixed Impact 4 of 5 earnings

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.

Key points

  • 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.

The filing

CompanyCummins (CMI)
Form8-K, current report
Filed with the SECNov 5, 2026, 7:48 AM ET
Accession number0000026172-26-000035

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 5, 2026, 8:16 AM ET, from this filing only.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.