CMI · Cummins Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. Cummins reported record Q2 2026 revenue of $9.5B and raised its full-year revenue growth outlook to up 10–13% (from up 8–11%) and its EBITDA outlook to 18.0–18.5%, driven by data-center power-generation demand and improving North American truck markets, though consolidated EBITDA margin declined year-over-year.
- + Full-year 2026 revenue outlook raised to up 10–13% from prior up 8–11%.
- + Full-year 2026 EBITDA outlook raised to 18.0–18.5% (prior 17.75–18.5%), with H2 expected to strengthen.
- + Power Systems segment sales jumped 19% and EBITDA margin expanded to 24.5% (vs 22.8%) on data-center demand.
- + Net income grew to $932M with diluted EPS of $6.73 (vs $6.43); $501M returned to shareholders via dividends and buybacks, and the dividend was raised for the 17th consecutive year.
- − Consolidated Q2 EBITDA margin fell to 17.5% from 18.4% a year ago on higher incentive compensation.
- − Accelera segment posted a $69M EBITDA loss in Q2 as zero-emissions investments continue to weigh on earnings.
- − Q2 effective tax rate of 25.1% included $29M ($0.21/share) of unfavorable discrete tax items.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Specialty Industrial Machinery — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CMI
this stock
Cummins Inc
|
$71.54B | +4.9% | -1.3% | 26.6 | 2.6% |
|
GEV
GE Vernova Inc.
|
$255.05B | +57.5% | +9.0% | 27.5 | 3.3% |
|
ETN
Eaton Corp plc
|
$168.02B | +39.7% | +10.3% | 44.1 | 2.0% |
|
SMERY
Siemens Energy AG/ADR
|
$139.03B | — | — | — | 0.0% |
|
PH
Parker-Hannifin Corp
|
$123.32B | +12.1% | +18.9% | 34.4 | 1.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CMI | +2.7% | -4.7% | -11.0% | +3.6% | +4.9% |
| SPY | +2.0% | +1.7% | +11.3% | +2.2% | +14.3% |
| vs SPY | +0.7% | -6.4% | -22.3% | +1.5% | -9.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.