US · Industrials · Specialty Industrial Machinery
EPS came in at 6.94 against a street estimate of 7.33 — a miss of 5.3%.
Analysts rate Cummins Inc a hold (8 buy, 15 hold, 1 sell out of 24) with an average price target of $757.02.
CONFIDENT Cummins delivered record Q2 sales of $9.5B (+9% YoY) and raised full-year guidance to 10–13% revenue growth. Power generation and data center demand drove outperformance; EPA's phased 2027 engine transition clarifies roadmap without upending growth plans. Q2 2026 North America truck production improving despite structural headwinds; China accelerating faster than expected on data center and export demand. India stable on infrastructure-driven freight. Analysts pressed engine transition economics (pricing, NCP penalties, margin impact) and power gen capacity constraints. Management framed phased ramp as beneficial for product validation and customer adoption, with pricing expectations set for new-platform value. Distribution margin cut attributed to incentive comp reset (not demand concern); expect tailwind reversion in 2027. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.60% |
| Vanguard Capital Management, LLC | 6.52% |
| Vanguard Portfolio Management, LLC | 5.45% |
| State Street Corp | 4.95% |
| FMR Inc | 3.94% |
| Geode Capital Management, LLC | 2.72% |
| Fisher Asset Management, LLC | 2.61% |
| Morgan Stanley - Brokerage Accounts | 2.23% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 CUMMINS INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Six-month net sales (ended June 30, 2026): $17,855 million, up from $16,817 million in prior | 2026-08-04 |
| Results announced · Q3 2026 CUMMINS INC. Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenues: $9.5 billion, up 9% year-over-year; record quarterly result • Net income: | 2026-08-04 |
| Shareholder vote results · Q2 2026 CUMMINS INC. – 2026 ANNUAL SHAREHOLDER MEETING SUMMARY HEADLINE NUMBERS • Outstanding shares: 138,257,420 shares of Common Stock as of March 16, 202 | 2026-05-14 |
| Quarterly report · Q1 2026 CUMMINS INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales: $8,398 million (Q1 2026) vs. $8,174 million (Q1 2025) — increase of $224 million o | 2026-05-05 |
| Results announced · Q2 2026 CUMMINS INC. – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q1 2026 revenues: $8.4 billion, up 3% year-over-year • Net income: $654 million ($4.71 pe | 2026-05-05 |
| Proxy statement · Q2 2026 CUMMINS INC. 2026 PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Elect eleven directors (voting standard: majority vote requ | 2026-04-02 |
| Annual report FY2025 CUMMINS INC. - ANNUAL REPORT SUMMARY (2025) HEADLINE NUMBERS • Market capitalization: $45.1 billion (as of June 30, 2025) • Shares outstanding: 138, | 2026-02-10 |
| Results announced · Q1 2026 CUMMINS INC. – FINANCIAL SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Q4 2025 Revenue: $8.5 billion (up 1% YoY); Net Income $593 million; Diluted | 2026-02-05 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $2.20 / share ex-date Aug 21, 2026 · pay Sep 3, 2026 | 2026-08-21 |
| Dividend | $2.00 / share ex-date May 22, 2026 · pay Jun 4, 2026 | 2026-05-22 |
| Dividend | $2.00 / share ex-date Feb 20, 2026 · pay Mar 5, 2026 | 2026-02-20 |
| Dividend | $2.00 / share ex-date Nov 21, 2025 · pay Dec 4, 2025 | 2025-11-21 |
| Dividend | $2.00 / share ex-date Aug 22, 2025 · pay Sep 4, 2025 | 2025-08-22 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Cummins Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.