earnings
confidence high
sentiment positive
materiality 0.75
Cummins Q2 EPS $6.43 beats prior year; dividend raised 9.9% to $2.00
CUMMINS INC
2025-Q2 EPS reported
$12.38
revenue$16,817,000,000
- Revenue $8.6B (-2% YoY); GAAP net income $890M ($6.43 diluted EPS) vs $726M ($5.26) in 2024.
- EBITDA $1.6B (18.4% of sales) up from $1.3B (15.3%); Power Systems and Distribution segments at record profitability.
- Quarterly dividend increased to $2.00/share from $1.82; 16th consecutive year of dividend growth.
- Full-year outlook not reinstated due to uncertainty; expects North America truck build rates to decline sharply in H2 2025.
- Launched 17-liter Centum genset (1 MW) for data center and critical market power generation.