Cummins Inc reported second-quarter 2026 results with revenue rising to $9.457B and diluted EPS of $6.73, driven by stronger power generation and international construction demand; net income attributable to Cummins was $932M for the quarter.
Financial Highlights
- Revenue was $9.457B, compared with $8.643B in the prior-year quarter; YoY change 9%.
- Net income was $932M, compared with $890M in the prior-year quarter; YoY change 5%.
- Diluted EPS was $6.73, compared with $6.43 in the prior-year quarter; YoY change 5%.
Business Highlights
- Revenue growth was driven by power generation demand, including data center and commercial applications, and stronger international construction markets, supporting a ~9% increase in net sales year over year.
- Power Systems and Distribution saw particular strength in North America and China amid higher power generation shipments.
- Product mix improvements included growth in emission solutions, components and electrified offerings under the Accelera initiative, with rising medium‑duty truck and off‑highway shipments.
- Operationally, the company completed the sale of its low‑pressure fuel cell business, settled certain customer obligations, and progressed Accelera commercialization efforts.
- Management emphasized continued investment in Destination Zero electrification, prioritizing key technologies and supply‑chain mitigation against tariff risks.
Original SEC Filing:
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