CMI
Cummins·NYSE
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CMI fundamentals
Cummins (CMI) released its earnings on Feb 5, 2026: revenue was 8.54B (YoY +1.10%), beat estimates; EPS was 5.8383 (YoY +10.69%), beat estimates.
Revenue / YoY
8.54B
+1.10%
EPS / YoY
5.8383
+10.69%
Report date
Feb 5, 2026
CMI Earnings Call Summary for Q4,2025
- Record Financial Performance: 2025 EBITDA of $5.4 billion (16% margin), driven by Power Systems (+16% revenue, 22.7% margin) and Distribution (+9% revenue, 14.6% margin).
- Strategic Adjustments: Restructuring of electrolyzer business to reduce losses, with 2026 Accelera revenue guidance of $300-350 million and net loss of $325-355 million.
- 2026 Outlook: Revenue growth 3-8%, EBITDA margin 17-18%, with Power Systems (+12-17% revenue) and Distribution (+5-10% revenue) leading growth. Tariffs to dilute margins by ~50bps.
- Key Risks: Tariff recovery challenges, North America truck market weakness, and hydrogen policy shifts. EPA 2027 NOx rule may add $10-15k per truck, benefiting Cummins through content add in Engines and Components.
- Capital Allocation: 2026 CapEx $1.35-1.45 billion, focused on HELM platforms and Power Systems capacity. Share buybacks and dividends to return ~50% of operating cash flow.
EPS
Actual | 3.18 | 1.86 | 3.36 | 3.37 | 4.1 | 4.15 | 3.77 | 2.85 | 4.26 | 5.36 | 3.21 | 4.52 | 6.7 | 5.2 | 4.76 | 4.14 | 5.1 | 5.26 | 5.86 | 5.2743 | 5.9581 | 6.43 | 5.5916 | 5.8383 | ||||||||||||||||
Forecast | 2.1817 | 0.9262 | 2.4215 | 2.8108 | 3.4715 | 4.0692 | 3.8919 | 3.1617 | 3.545 | 4.3548 | 4.8269 | 4.5177 | 4.7179 | 5.2527 | 4.7002 | 4.4497 | 5.0929 | 4.8328 | 4.8187 | 4.702 | 4.9052 | 5.232 | 4.8959 | 5.1039 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +45.76% | +100.82% | +38.76% | +19.89% | +18.10% | +1.99% | -3.13% | -9.86% | +20.17% | +23.08% | -33.50% | +0.05% | +42.01% | -1.00% | +1.27% | -6.96% | +0.14% | +8.84% | +21.61% | +12.17% | +21.46% | +22.90% | +14.21% | +14.39% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 5.01B | 3.85B | 5.12B | 5.83B | 6.09B | 6.11B | 5.97B | 5.85B | 6.38B | 6.59B | 7.33B | 7.77B | 8.45B | 8.64B | 8.43B | 8.54B | 8.40B | 8.80B | 8.46B | 8.45B | 8.17B | 8.64B | 8.32B | 8.54B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.93B | 3.73B | 4.51B | 5.18B | 5.37B | 6.06B | 5.87B | 5.79B | 6.02B | 6.48B | 6.58B | 7.29B | 8.10B | 8.39B | 8.17B | 8.10B | 8.45B | 8.33B | 8.29B | 8.07B | 8.18B | 8.43B | 7.98B | 8.11B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.60% | +3.21% | +13.53% | +12.60% | +13.36% | +0.92% | +1.68% | +1.01% | +5.99% | +1.62% | +11.46% | +6.65% | +4.41% | +2.93% | +3.13% | +5.47% | -0.59% | +5.59% | +1.96% | +4.67% | -0.02% | +2.48% | +4.26% | +5.31% |
Earnings Call
You can ask Aime
What is the market's earnings forecast for Cummins next quarter?What is the revenue and EPS growth rate for Cummins year over year?What does Cummins do and what are its main business segments?What were the key takeaways from Cummins's earnings call?What guidance did Cummins's management provide for the next earnings period?Did Cummins beat or miss consensus estimates last quarter?What factors drove the changes in Cummins's revenue and profit?What were the key takeaways from Cummins’s earnings call?
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