earnings
confidence high
sentiment positive
materiality 0.75
Cummins Q4 net income $593M ($4.27 EPS); revenue $8.5B; FY2026 outlook +3-8% revenue growth
CUMMINS INC
2025-FY EPS reported
$20.50
revenue$33,670,000,000
- Q4 2025 revenue $8.5B (+1% YoY); GAAP net income $593M ($4.27 diluted EPS) vs $418M ($3.02) last year.
- Q4 EBITDA $1.2B (13.5% of sales); includes $218M electrolyzer charges, $175M non-cash.
- FY2025 revenue $33.7B (-1% YoY); GAAP net income $2.8B ($20.50 EPS) vs $3.9B ($28.37) including $1.3B Atmus gain in prior year.
- FY2026 guidance: revenue +3-8%, EBITDA 17.0-18.0% of sales; expects North America truck market improvement in H2.
- Distribution and Power Systems segments achieved record full-year sales; power gen demand strong for data centers.