Form 8-K · Current report
Cummins 8-K, filed Aug 4, 2026
- Filed
- CIK
- 0000026172
- Accession no.
- 0000026172-26-000026
Summary
Cummins reported record second-quarter 2026 revenues of $9.5 billion, up 9% year over year, and net income of $932 million, and raised its full-year 2026 revenue and EBITDA guidance. The company also increased its quarterly dividend to $2.20 per share and announced an agreement with Circe Energy to supply natural gas generator sets for a Texas data center microgrid, while updating its Model Year 2027 on-highway engine launch plans in response to EPA's proposed emissions changes.
Key points
- Cummins reported second-quarter 2026 revenues of $9.5 billion, up 9% from a year earlier, with GAAP net income of $932 million, or $6.73 per diluted share.
- The company raised full-year 2026 revenue guidance to up 10% to 13% from up 8% to 11%, and narrowed EBITDA guidance to 18.0%–18.5%.
- Cummins increased its quarterly common stock dividend from $2.00 to $2.20 per share.
- Cummins agreed with Circe Energy to supply natural gas generator sets for a behind-the-meter microgrid at a High-Performance Computing data center in Texas, with deliveries scheduled from 2026 through 2030.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02. Results of Operations and Financial Condition. On August 4, 2026, Cummins Inc. (“Cummins,” “the Company,” “the registrant,” “we,” “our,” or “us”) issued the attached press release reporting its financial results for the second quarter of 2026, which is furnished herewith as Exhibit 99. The information furnished pursuant to this Item 2.02, including Exhibit 99, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities under that Section and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933 or the Exchange Act. Item 9.01. …
An excerpt of the text as filed with the SEC, cut for length.
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