---
schema_version: "secwatch.filing_event.v1"
accession: "0000026172-26-000013"
form_type: "8-K"
ticker: "CMI"
cik: "0000026172"
company_name: "CUMMINS INC"
filed_at: "2026-05-05T23:59:59+00:00"
generated_at: "2026-05-14T23:36:27.214607+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0000026172-26-000013
- form_type: 8-K
- ticker: CMI
- cik: 0000026172
- company_name: CUMMINS INC
- filed_at: 2026-05-05T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/26172/000002617226000013/0000026172-26-000013-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/26172/000002617226000013/cmi-20260505.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000026172-26-000013
- JSON: https://secwatch.observer/filing/0000026172-26-000013.json
- Plain text: https://secwatch.observer/filing/0000026172-26-000013.txt

## Key facts
- Earnings Releases
  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
  source text: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/26172/000002617226000013/0000026172-26-000013-index.htm

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