Highest-materiality recent filing
Cummins 2026 annual meeting results: all director nominees elected, shareholder proposals defeated
All 11 director nominees elected with 95%+ support; Matthew Tsien received highest votes (106.6M for).
Cummins Q1 revenue $8.4B (+3%), raises FY 2026 guidance on strong power gen demand
GAAP diluted EPS $4.71 (incl. $1.44 charge from fuel cell sale) vs $5.96 YoY; EBITDA 15.4% of sales.
Cummins Q4 net income $593M ($4.27 EPS); revenue $8.5B; FY2026 outlook +3-8% revenue growth
Q4 2025 revenue $8.5B (+1% YoY); GAAP net income $593M ($4.27 diluted EPS) vs $418M ($3.02) last year.
Cummins Q3 GAAP EPS $3.86 vs $5.86; records $240M Accelera non-cash charge; dividend raised to $2.00
Revenue $8.3B (-2% YoY); EBITDA margin 14.3% vs 16.4%; tax rate 32.7% due to One Big Beautiful Bill Act costs.
Cummins Q2 EPS $6.43 beats prior year; dividend raised 9.9% to $2.00
Revenue $8.6B (-2% YoY); GAAP net income $890M ($6.43 diluted EPS) vs $726M ($5.26) in 2024.
Cummins elects former GM CTO Matthew Tsien to its Board of Directors
Matthew Tsien, former GM EVP and CTO, elected to Cummins board effective July 14, 2025.
Cummins renews $4B revolving credit facilities; 5-year to 2030, 3-year to 2028
New 5-Year Credit Agreement allows up to $2.0B in revolving loans, swingline loans, letters of credit; matures June 2, 2030.
Cummins shareholders elect 11 directors, reject independent board chairman proposal
All 11 director nominees elected; John H. Stone received 103.2M for, William I. Miller had highest against (8.3M).
Cummins issues $2B in three tranches of senior notes due 2028, 2031, 2035
$300M 4.250% Senior Notes due 2028, $700M 4.700% due 2031, $1B 5.300% due 2035.
Cummins prices $2B three-tranche senior notes offering
$300M 4.250% notes due 2028, $700M 4.700% notes due 2031, $1B 5.300% notes due 2035.
Cummins Q1 revenue $8.2B (-3% YoY), EPS $5.96; withdraws FY2025 outlook due to tariffs
GAAP net income $824M ($5.96 diluted EPS), down from $2.0B ($14.03) a year ago which included $1.3B Atmus gain.
Cummins announces retirement of Chief Administrative Officer Sharon Barner, effective May 31, 2025
Sharon Barner, CAO, will retire effective May 31, 2025 after 13 years at Cummins, including as VP & General Counsel.
Cummins Q4 2024: EPS $3.02 on $8.4B revenue; full-year record; Accelera reorganization charges $312M
Q4 net income $418M ($3.02 EPS) vs year-ago net loss; includes $312M Accelera reorganization charge ($2.14/dil share).
Cummins Q3 EPS $5.86; raises FY EBITDA guidance to ~15.5%; dividend up 8.3%
Q3 revenue $8.5B flat YoY; GAAP net income $809M; diluted EPS $5.86 vs $4.59 YoY.
Cummins reports record Q2 revenue $8.8B, raises FY guidance; EPS $5.26
Q2 record revenue $8.8B (+2% YoY); GAAP net income $726M, diluted EPS $5.26 vs $5.05.
Cummins enters $4B in revolving credit facilities; $2B 5-year and $2B 364-day
$2.0B 5-year credit agreement matures June 3, 2029; $2.0B 364-day facility matures June 2, 2025.
Cummins SVP Tony Satterthwaite to retire effective September 15, 2024 after 36 years
Tony Satterthwaite, Senior Vice President, will retire on September 15, 2024, after 36 years with the company.
Cummins shareholders elect all 11 directors, approve say-on-pay, reject two proposals
All 11 director nominees elected; top vote-getter John H. Stone with 99.5% of votes cast.
Revenue $8.4B, down 1% YoY; GAAP net income $2.0B, diluted EPS $14.03 vs $5.55 in Q1 2023.
Cummins issues $2.25B in three tranches of senior notes due 2029, 2034, 2054
Cummins raised $2.25B via public offering: $500M 4.900% notes due 2029, $750M 5.150% notes due 2034, $1B 5.450% notes due 2054.
Cummins issues $2.25B in senior notes across 2029, 2034, and 2054 maturities
$500M of 4.900% Senior Notes due 2029, $750M of 5.150% due 2034, $1.0B of 5.450% due 2054.
Cummins announces plan to separate Atmus Filtration via exchange offer
Cummins will offer to exchange up to all Atmus shares it holds for tendered CMI shares.
Cummins elects John H. Stone, Allegion CEO, to its Board of Directors
John H. Stone, President and CEO of Allegion plc, elected to Cummins board effective February 12, 2024.
Cummins Q4 net loss $1.4B on $2.04B regulatory charge; full year revenue record $34.1B
Q4 revenues $8.5B (+10% YoY); GAAP diluted EPS $(10.01) vs $4.43 a year ago.
On March 18, 2025, Cummins Inc. (the “Company”) issued a press release announcing that Sharon R. Barner, the Company’s Chief Administrative Officer, will retire from the Company, effective May 31, 2025.
Tony Satterthwaite, the Company’s Senior Vice President, will retire from the Company, effective September 15, 2024.
On February 12, 2024, Cummins Inc. (the “Company”) elected John H. Stone, President and Chief Executive Officer of Allegion plc, as a director of the Company to serve until the Company’s next annual meeting of shareholders.
Max materiality 0.85 · Median 0.60 · Most common event earnings