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Cummins cut its 2026 revenue-growth outlook to approximately 10% while maintaining approximately 18.2% EBITDA margin guidance, citing weaker North America pickup truck demand. Third-quarter revenue was $9.4 billion, and EBITDA was a record $1.8 billion.
Cummins reported third-quarter net sales of $9.4 billion and diluted earnings per common share of $8.25, versus $8.3 billion and $3.86, as higher sales and gross margin outweighed higher compensation.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;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.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Accelera EBITDA | -69M | three months ended June 30, 2026 filing | — |
| Cash returned to shareholders (cash dividends and share repurchases) | 501M | the second quarter | — |
| Common stock repurchased under the 2021 authorization | $225M | the three months ended June 30, 2026 filing | — |
| Distribution EBITDA | 451M | three months ended June 30, 2026 filing | — |
| EBITDA non-GAAP | 2.94B | six months ended June 30, 2026 | — |
| EBITDA (Accelera segment) | -$69M | three months ended June 30, 2026 filing | — |
| EBITDA (Components segment) | $381M | three months ended June 30, 2026 filing | — |
| EBITDA (Engine segment) | $386M | three months ended June 30, 2026 filing | — |
| EBITDA as a percentage of sales non-GAAP | 17.5% | the second quarter | — |
| EBITDA, excluding special items non-GAAP | 3.14B | six months ended June 30, 2026 | — |
| Power Systems EBITDA | 552M | three months ended June 30, 2026 filing | — |
| Provision for base warranties issued as a percentage of sales | 1.9% | three months ended June 30, 2026 filing | — |
| Sales to international markets as percent of total net sales | 41% | three months ended June 30, 2026 filing | — |
| Segment EBITDA | $552M | the three months ended June 30, 2026 filing | — |
| Segment EBITDA as a percentage of sales (Components) non-GAAP | 13.2% | the second quarter | — |
| Segment EBITDA as a percentage of sales (Distribution) non-GAAP | 13.6% | the second quarter | — |
| Segment EBITDA as a percentage of sales (Engine) non-GAAP | 12.5% | the second quarter | — |
| Segment EBITDA as a percentage of sales (Power Systems) non-GAAP | 24.5% | the second quarter | — |
| Segment EBITDA as a percentage of total sales | 24.5% | the three months ended June 30, 2026 filing | — |
| Segment EBITDA loss (Accelera) non-GAAP | -69M | the second quarter | — |
| Total segments EBITDA | 1.7B | three months ended June 30, 2026 filing | — |
| Total units | 161,200 | Q2 2026 | — |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CMI
this stock
Cummins Inc
|
$61.98B | -11.4% | -1.3% | 18.9 | 3.2% |
|
GEV
GE Vernova Inc.
|
$212.57B | +22.9% | +9.0% | 21.1 | 2.8% |
|
ETN
Eaton Corp plc
|
$137.13B | +10.8% | +10.3% | 35.3 | 1.8% |
|
SMERY
Siemens Energy AG
|
$123.80B | — | — | — | 0.0% |
|
PH
Parker-Hannifin Corp
|
$120.51B | +8.7% | +18.9% | 32.8 | 1.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CMI | +0.5% | -14.9% | -32.4% | -9.6% | -11.4% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -2.1% | -13.7% | -32.9% | -9.4% | -22.0% |
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.
