CUMMINS INC Reports $9.4 billion Quarterly Revenue
CUMMINS INC reported quarterly results highlighted by Third-quarter revenues of $9.4 billion; GAAP 1 Net Income of $1,140 million, or 12.1% of sales, according to its earnings release filed with an 8-K Thursday.
EBITDA 2 in the third quarter was a record 18.9% of sales; Diluted EPS of $8.25. The company expects full-year revenue growth of 10% and EBITDA of 18.2%. The company returned $661 million to shareholders in the third quarter in the form of cash dividends and share repurchases. Third-quarter 2026 revenues of $9.4 billion increased 13% from the same quarter in 2025. Sales in North America grew 15% while international revenues, led by growth in China, increased 11%.
Results detail
Further figures in the release included EBITDA in the third quarter was a record $1.8 billion, or 18.9% of sales, compared to $1.2 billion, or 14.3% of sales, a year ago. EBITDA for the third quarter of 2025 included costs noted above; In July, Cummins increased its quarterly common stock cash dividend from $2.00 to $2.20 per share. The company has increased the quarterly dividend to shareholders for 17 consecutive years; Segment EBITDA: $422 million, or 13.5% of sales, compared to $261 million, or 10.0% of sales; Revenues in North America increased 21% and international sales increased 18% due to stronger North American truck demand and construction demand in China.
The filing is an Item 2.02 results announcement furnished with Exhibit 99.1. Comparisons use the year-earlier period as presented by CUMMINS INC unless the release specifies another baseline. Where both GAAP and non-GAAP metrics appear, both are summarized when the extract includes them.
Segment mix, cash flow and any outlook language in the release are the usual secondary reads after the headline revenue and earnings figures. One-time items—restructuring, impairments, gains on sales or legal settlements—can move GAAP profit without changing the run-rate story, so reconciliations remain essential.
Why it matters
For retail investors, the CUMMINS INC print is a check on whether growth, margins and cash generation are moving together. The figures above come from the company’s Exhibit 99.1 earnings materials; how they stack up against the prior-year run rate and any guide published with the release will shape the near-term debate.
By the numbers
- Third-quarter revenues of $9.4 billion; GAAP 1 Net Income of $1,140 million, or 12.1% of sales
- EBITDA 2 in the third quarter was a record 18.9% of sales; Diluted EPS of $8.25
- The company expects full-year revenue growth of 10% and EBITDA of 18.2%
- The company returned $661 million to shareholders in the third quarter in the form of cash dividends and share repurchases
- Third-quarter 2026 revenues of $9.4 billion increased 13% from the same quarter in 2025. Sales in North America grew 15% while international revenues, led by growth in China, increased 11%.
- EBITDA in the third quarter was a record $1.8 billion, or 18.9% of sales, compared to $1.2 billion, or 14.3% of sales, a year ago. EBITDA for the third quarter of 2025 included costs noted above.
Sources
- CUMMINS INC Form 8-K with quarterly financial results, filed 2026-11-05 (accession 0000026172-26-000035)
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