CUMMINS INC 8K

Cummins Inc. reported record Q2 2026 results, raised its full-year revenue and EBITDA outlook, increased its quarterly dividend, and detailed key growth and product initiatives, particularly in power generation and North American on‑highway markets.

On August 4, 2026, Cummins Inc. reported record second-quarter 2026 financial results, with revenues of $9.5 billion (up 9% year-over-year), net income attributable to Cummins of $932 million ($6.73 diluted EPS), and EBITDA of $1.7 billion or 17.5% of sales, driven by strong demand in North American truck markets and power generation for data centers. The company raised its full-year 2026 revenue growth outlook to 10%–13% and its EBITDA margin guidance to 18.0%–18.5%, excluding first-quarter charges related to the sale of its low pressure fuel cell business, and highlighted robust performance across Engine, Components, Distribution and Power Systems segments, alongside growth in its Accelera zero-emissions segment despite continued EBITDA losses. Cummins also announced an increase in its quarterly cash dividend from $2.00 to $2.20 per share, returned $501 million to shareholders via dividends and share repurchases during the quarter, and outlined strategic initiatives including updated 2027 on‑highway product launch plans following proposed EPA emissions changes and an agreement to supply natural gas generator sets to Circe Energy for a Texas HPC data center microgrid through 2030.

Filing Facts

CIK

26172

Ticker

CMI

Form

8K

Source Type

sec

Accession

0000026172-26-000026

Alert Tier

7