earnings
confidence high
sentiment negative
materiality 0.75
Cummins Q1 revenue $8.2B (-3% YoY), EPS $5.96; withdraws FY2025 outlook due to tariffs
CUMMINS INC
2025-Q1 EPS reported
$5.96
revenue$8,174,000,000
- GAAP net income $824M ($5.96 diluted EPS), down from $2.0B ($14.03) a year ago which included $1.3B Atmus gain.
- EBITDA of $1.5B or 17.9% of sales vs 30.6% a year ago; revenue down 3% to $8.2B.
- Withdrew full-year 2025 revenue and profitability outlook due to tariff-driven economic uncertainty.
- Power Systems segment sales up 19% to $1.6B; record performance driven by data center demand.
- Acquired First Mode assets including hybrid mining and rail retrofit solutions.