---
schema_version: "secwatch.filing_event.v1"
accession: "0000026172-26-000004"
form_type: "8-K"
ticker: "CMI"
cik: "0000026172"
company_name: "CUMMINS INC"
filed_at: "2026-02-05T23:59:59+00:00"
generated_at: "2026-05-16T04:37:11.426984+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Cummins Q4 net income $593M ($4.27 EPS); revenue $8.5B; FY2026 outlook +3-8% revenue growth

## Summary
- 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.

## SEC filing metadata
- accession: 0000026172-26-000004
- form_type: 8-K
- ticker: CMI
- cik: 0000026172
- company_name: CUMMINS INC
- filed_at: 2026-02-05T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/26172/000002617226000004/0000026172-26-000004-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/26172/000002617226000004/cmi-20260205.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000026172-26-000004
- JSON: https://secwatch.observer/filing/0000026172-26-000004.json
- Plain text: https://secwatch.observer/filing/0000026172-26-000004.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.