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Cummins (CMI)
NYSE:CMI
US Market
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Cummins (CMI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 10, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
5
Last Year’s EPS
5.27
Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted strong performance in power systems and international markets, but faced significant challenges in the North American truck market and the electrolyzer business, exacerbated by rising tariff costs.
Company Guidance
During the Q3 2025 earnings call, Cummins Inc. provided several key metrics and insights regarding their financial performance and market outlook. The company reported third-quarter sales of $8.3 billion, a 2% decrease from the previous year, largely due to a 40% decline in North American heavy and medium-duty truck unit volumes. Despite this, EBITDA excluding noncash charges was $1.4 billion or 17.2% of sales, up 80 basis points year-over-year, driven by strength in power generation markets and higher light-duty truck volumes. International revenues increased by 2%, with China's revenues, including joint ventures, up 16% to $1.7 billion, attributed to higher domestic demand. Cummins highlighted a collaboration with Komatsu and strong performance of their latest engines, indicating a focus on sustainability and efficiency. The company expressed cautious optimism about the stabilization of U.S. truck markets and regulatory clarity, anticipating a 15% decline in Q4 shipments but expecting a potential market recovery influenced by economic sentiment and policy developments.
Strategic Collaboration with Komatsu
Cummins announced a collaboration with Komatsu to develop hybrid powertrains for heavy mining equipment, aiming to accelerate decarbonization and operational efficiency.
Record Power Systems and Distribution Performance
Power Systems and Distribution segments achieved record performance with strong demand for power generation equipment, especially for data centers, leading to a 27% increase in North America power generation revenues.
International Revenue Growth
International revenues increased by 2%, with significant growth in China and India. China saw a 16% increase in revenues driven by domestic demand and infrastructure projects.

Cummins (CMI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

CMI Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 10, 2026
2025 (Q4)
5.00 / -
5.274
Nov 06, 2025
2025 (Q3)
4.90 / 5.59
5.86-4.57% (-0.27)
Aug 05, 2025
2025 (Q2)
5.23 / 6.43
5.2622.24% (+1.17)
May 05, 2025
2025 (Q1)
4.91 / 5.96
5.116.82% (+0.86)
Feb 04, 2025
2024 (Q4)
4.70 / 5.27
4.1427.39% (+1.13)
Nov 05, 2024
2024 (Q3)
4.82 / 5.86
4.7623.11% (+1.10)
Aug 01, 2024
2024 (Q2)
4.83 / 5.26
5.21.15% (+0.06)
May 02, 2024
2024 (Q1)
5.09 / 5.10
6.7-23.88% (-1.60)
Feb 06, 2024
2023 (Q4)
4.45 / 4.14
4.52-8.41% (-0.38)
Nov 02, 2023
2023 (Q3)
4.70 / 4.76
3.2148.29% (+1.55)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

CMI Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 06, 2025
$437.29$460.81+5.38%
Aug 05, 2025
$358.21$369.74+3.22%
May 05, 2025
$295.37$297.78+0.82%
Feb 04, 2025
$341.38$356.38+4.39%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Cummins (CMI) report earnings?
Cummins (CMI) is schdueled to report earning on Feb 10, 2026, Before Open (Confirmed).
    What is Cummins (CMI) earnings time?
    Cummins (CMI) earnings time is at Feb 10, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is CMI EPS forecast?
          CMI EPS forecast for the fiscal quarter 2025 (Q4) is 5.
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