Form 8-K · Current report
Cummins 8-K, filed Nov 5, 2026
- Filed
- CIK
- 0000026172
- Accession no.
- 0000026172-26-000035
Summary
Cummins reported third-quarter 2026 revenue of $9.4 billion and net income attributable to Cummins of $1.14 billion, or $8.25 per diluted share, with record EBITDA at 18.9% of sales. The company guided to full-year revenue growth of approximately 10% and an EBITDA margin of approximately 18.2%, citing weaker North American pickup truck demand alongside strong power generation and heavy-duty truck demand.
Key points
- Third-quarter revenue rose 13% year over year to $9.4 billion, with North America sales up 15% and international revenue up 11%.
- Net income attributable to Cummins was $1.14 billion, or $8.25 per diluted share, and EBITDA was a record $1.8 billion, or 18.9% of sales.
- Full-year guidance was updated to approximately 10% revenue growth, down from prior guidance of 10% to 13%, and approximately 18.2% EBITDA margin.
- Cummins returned $661 million to shareholders in dividends and buybacks and increased its quarterly dividend to $2.20 per share in July; its Power Generation business was selected to supply battery energy storage systems for a large U.S. data center project.
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 November 5, 2026, Cummins Inc. (“Cummins,” “the Company,” “the registrant,” “we,” “our,” or “us”) issued the attached press release reporting its financial results for the third 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. …
An excerpt of the text as filed with the SEC, cut for length.
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