CMI · Cummins Inc
$631.26
-0.35 (-0.06%)
At close · Aug 14
Market Cap
$86.90B
Shares
137.66M
Cummins Inc Earnings Call Transcripts
Every quarterly earnings call for Cummins Inc (CMI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲22.9%
$7.33B
$409.00M
'22 Q3
22-11-03
▲32.8%
$7.77B
$644.00M
'22 Q4
23-02-06
▲32.4%
$8.45B
$806.00M
'23 Q1
23-05-02
▲31.2%
$8.64B
$737.00M
'23 Q2
23-08-03
▲15%
$8.43B
$690.00M
'23 Q3
23-11-02
▲9.9%
$8.54B
−$1.39B
'23 Q4
24-02-06
▼0.6%
$8.40B
$2.03B
'24 Q1
24-05-02
▲1.8%
$8.80B
$752.00M
'24 Q2
24-08-01
▲0.3%
$8.46B
$843.00M
'24 Q3
24-11-05
▼1.1%
$8.45B
$445.00M
'24 Q4
25-02-04
▼2.7%
$8.17B
$850.00M
'25 Q1
25-05-05
▼1.7%
$8.64B
$928.00M
'25 Q2
25-08-05
▼1.6%
$8.32B
$559.00M
'25 Q3
25-11-06
▲1.1%
$8.54B
$620.00M
'25 Q4
26-02-05
▲2.7%
$8.40B
$680.00M
'26 Q1
26-05-05
LATEST
▲9.4%
$9.46B
$968.00M
'26 Q2
26-08-04
Earnings call
FY26 · Q2
2026-08-04
Q2 2026 Cummins Inc. Earnings Conference Call
Positive tone
EPA 2027 emissions transition and NCPs
North America parts demand
Engine business and OEM customer engagement
Revenue
$9.46B
▲ 9.4% YoY Diluted EPS
$6.73
▲ 4.7% YoY Gross margin
26.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-09
Cummins Fireside: Wells Fargo 16th Annual Industrials & Materials Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-05-05
Cummins Inc Q1 FY2026 Earnings Call
Positive tone
China market strength
Data center / power generation demand
Raised 2026 financial guidance
Revenue
$8.40B
▲ 2.7% YoY Diluted EPS
$4.71
▼ 21% YoY Gross margin
26.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-05
Cummins Inc Q4 FY2025 Earnings Call
Positive tone
Financial performance and margins
Power generation and data centers
Accelera / electrolyzer restructuring
Revenue
$8.54B*
▲ 1.1% YoY Gross margin
22.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-06
Cummins Inc Q3 FY2025 Earnings Call
Balanced tone
North America on-highway truck weakness
Power generation / data center demand
Accelera / electrolyzer headwinds
Revenue
$8.32B
▼ 1.6% YoY Diluted EPS
$3.86
▼ 34.1% YoY Gross margin
25.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-05
Cummins Inc Q2 FY2025 Earnings Call
Positive tone
Profitability and margins
Tariffs and recovery
Power Generation strength
Revenue
$8.64B
▼ 1.7% YoY Diluted EPS
$6.43
▲ 22.2% YoY Gross margin
26.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-05
Cummins Inc Q1 FY2025 Earnings Call
Cautious tone
Power Systems / Power Generation
Aftermarket and Operational Efficiency
China and India Markets
Revenue
$8.17B
▼ 2.7% YoY Diluted EPS
$5.96
▼ 57.5% YoY Gross margin
26.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-04
Cummins Inc Q4 FY2024 Earnings Call
Positive tone
Power generation / data center demand
Distribution segment and aftermarket
Atmus Filtration separation
Revenue
$8.45B*
▼ 1.1% YoY Gross margin
24.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-05
Cummins Inc Q3 FY2024 Earnings Call
Positive tone
Power Generation Strength
R&D and Cost Investments
2024 Full-Year Guidance
Revenue
$8.46B
▲ 0.3% YoY Diluted EPS
$5.86
▲ 27.7% YoY Gross margin
25.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Cummins Inc Q2 FY2024 Earnings Call
Positive tone
Power Systems / data center demand
North America heavy-duty truck market softening
China market trends
Revenue
$8.80B
▲ 1.8% YoY Diluted EPS
$5.26
▲ 4.2% YoY Gross margin
24.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Cummins Inc Q1 FY2024 Earnings Call
Positive tone
Atmus Filtration Separation
2024 Full-Year Guidance
North America Heavy-Duty Truck Market
Revenue
$8.40B
▼ 0.6% YoY Diluted EPS
$14.03
▲ 152.8% YoY Gross margin
24.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-06
Cummins Inc Q4 FY2023 Earnings Call
Positive tone
Destination Zero and clean energy strategy
Natural gas and new product launches
China market weakness and guidance range
Revenue
$8.54B*
▲ 9.9% YoY Gross margin
23.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Cummins Inc Q3 FY2023 Earnings Call
Revenue
$8.43B
▲ 15% YoY Diluted EPS
$4.59
▲ 62.8% YoY Gross margin
24.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Cummins Inc Q2 FY2023 Earnings Call
Revenue
$8.64B
▲ 31.2% YoY Diluted EPS
$5.05
▲ 2.2% YoY Gross margin
24.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-02
Cummins Inc Q1 FY2023 Earnings Call
Revenue
$8.45B
▲ 32.4% YoY Diluted EPS
$5.55
▲ 90.1% YoY Gross margin
24.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-06
Cummins Inc Q4 FY2022 Earnings Call
Revenue
$7.77B*
▲ 32.8% YoY Gross margin
23.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Cummins Inc Q3 FY2022 Earnings Call
Revenue
$7.33B
▲ 22.9% YoY Diluted EPS
$2.82
▼ 23.6% YoY Gross margin
22.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-02
Cummins Inc Q2 FY2022 Earnings Call
Revenue
$6.59B
▲ 7.8% YoY Diluted EPS
$4.94
▲ 20.5% YoY Gross margin
26.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-03
Cummins Inc Q1 FY2022 Earnings Call
Revenue
$6.38B
▲ 4.8% YoY Diluted EPS
$2.92
▼ 28.3% YoY Gross margin
24.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-03
Cummins Inc Q4 FY2021 Earnings Call
Revenue
$5.85B*
▲ 0.3% YoY Gross margin
22.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-02
Cummins Inc Q3 FY2021 Earnings Call
Revenue
$5.97B
▲ 16.6% YoY Diluted EPS
$3.69
▲ 9.8% YoY Gross margin
23.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-03
Cummins Inc Q2 FY2021 Earnings Call
Revenue
$6.11B
▲ 58.6% YoY Diluted EPS
$4.10
▲ 120.4% YoY Gross margin
24.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-04
Cummins Inc Q1 FY2021 Earnings Call
Revenue
$6.09B
▲ 21.6% YoY Diluted EPS
$4.07
▲ 19.4% YoY Gross margin
24.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-04
Cummins Inc Q4 FY2020 Earnings Call
Revenue
$5.83B
▲ 4.5% YoY Diluted EPS
$3.36
▲ 70.6% YoY Gross margin
23.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-27
Cummins Inc Q3 FY2020 Earnings Call
Revenue
$5.12B
▼ 11.3% YoY Diluted EPS
$3.36
▼ 15.4% YoY Gross margin
26.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-28
Cummins Inc Q2 FY2020 Earnings Call
Revenue
$3.85B
▼ 38.1% YoY Diluted EPS
$1.86
▼ 56.4% YoY Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-28
Cummins Inc Q1 FY2020 Earnings Call
Revenue
$5.01B
▼ 16.5% YoY Diluted EPS
$3.41
▼ 18.8% YoY Gross margin
25.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-04
Cummins Inc Q4 FY2019 Earnings Call
Revenue
$5.58B
▼ 8.9% YoY Diluted EPS
$1.97
▼ 45.7% YoY Gross margin
23.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
26172
CUSIP
231021106
13F (30d)
1618 filings
1581 filers
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