Recent 8-K filings for CMI

• May 5, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  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.

• February 5, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• November 6, 2025, 6:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  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.

• August 5, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• May 9, 2025, 7:59 PM ET debt materiality 0.60 neutral item 2.03item 8.01item 9.01

  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.

• May 7, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  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.

• May 5, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  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.

• February 4, 2025, 6:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01

  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).

• November 5, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• August 1, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  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.

• May 2, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Cummins Q1 revenue $8.4B, diluted EPS $14.03 (incl $9.08 Atmus gain); raises FY EBITDA guidance to 14.5%-15.5%

  Revenue $8.4B, down 1% YoY; GAAP net income $2.0B, diluted EPS $14.03 vs $5.55 in Q1 2023.

• February 15, 2024, 6:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  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.

• February 14, 2024, 6:59 PM ET other material materiality 0.75 neutral item 8.01

  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.

• February 6, 2024, 6:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01 ◈ Earnings Releases ×2

  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.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event earnings

6 positive 2 negative 16 neutral

source · CMI on sec.gov