Cummins Q3 GAAP EPS $3.86 vs $5.86; records $240M Accelera non-cash charge; dividend raised to $2.00

CUMMINS INC

2025-Q3 EPS reported $16.23 revenue$25,134,000,000

Revenue $8.3B (-2% YoY); EBITDA margin 14.3% vs 16.4%; tax rate 32.7% due to One Big Beautiful Bill Act costs.
Accelera non-cash goodwill impairment and inventory write-downs of $240M ($1.73/diluted share) trigger electrolyzer strategic review.
Quarterly dividend increased to $2.00/share from $1.82, marking 16th consecutive year of dividend growth.
Power Systems sales +18% to $2.0B; Distribution sales +7% to $3.2B, both powered by data center backup demand.
Full-year 2025 guidance withdrawn; company expects to provide 2026 outlook in February 2026.

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