secwatch.observer — SEC 8-K summary
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Issuer:     CUMMINS INC (CMI)
CIK:        0000026172
Form:       8-K
Filed at:   2026-02-05T23:59:59+00:00
Accession:  0000026172-26-000004
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/26172/000002617226000004/0000026172-26-000004-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/26172/000002617226000004/cmi-20260205.htm
  HTML page:      https://secwatch.observer/filing/0000026172-26-000004

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