Cummins Q1 revenue $8.4B (+3%), raises FY 2026 guidance on strong power gen demand

CUMMINS INC

2026-Q1 EPS reported $4.71 revenue$8,398,000,000

GAAP diluted EPS $4.71 (incl. $1.44 charge from fuel cell sale) vs $5.96 YoY; EBITDA 15.4% of sales.
Power Systems segment record: sales $2.0B (+19%), EBITDA $577M (29.5% margin), driven by data center markets.
Raised FY 2026 revenue guidance to +8%–11% (prior +3%–8%); EBITDA guidance now 17.75%–18.50%.
Returned $519M to shareholders in Q1; reaffirmed 50% operating cash flow return goal.
International revenues +16% (China demand); North America -6% but on-highway markets improving from cyclical low.

item 2.02 item 9.01

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

CUMMINS INC reported first quarter of 2026 results: revenue $8.4 billion, net income $654 million, EPS $4.71. Guidance raised.

Period: first quarter of 2026
Revenue: $8.4 billion
Net income: $654 million
EPS: $4.71
Guidance: raised
Result: reported results

Exact text from the filing

5, 2026 Cummins delivered strong operating results and returned $519 million to shareholders in the first quarter of 2026; raises full-year outlook • First-quarter revenues of $8.4 billion; GAAP 1 Net Income of $654 million, or 7.8% of sales • EBITDA 2 in the first quarter was 15.4% of sales; Diluted EPS of $4.71 • First-quarter results include $199 million, or

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Source: SEC EDGAR

accession 0000026172-26-000013

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