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
Revenue
Revenue & Expenses
CMI has released its 2025 Q4 earnings report, with revenue of 8.54B, reflecting a YoY change of 1.05%, and net profit of 620.00M, showing a YoY change of 39.33%. The Sankey diagram below clearly presents CMI's revenue sources and cost distribution.
Key Indicators
Cummins (CMI) key financial stats and ratios, covering profitability, financial health, and leverage.
Cummins (CMI)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Cummins (CMI)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cummins (CMI)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Cummins (CMI) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Cummins (CMI) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What is the market's earnings forecast for Cummins next quarter?What were the key takeaways from Cummins’s earnings call?What is Cummins's gross profit margin?What does Cummins do and what are its main business segments?Did Cummins beat or miss consensus estimates last quarter?What is Cummins's latest dividend and current dividend yield?What guidance did Cummins's management provide for the next earnings period?What factors drove the changes in Cummins's revenue and profit?
