CMI
CUMMINS INC
Overview
Cummins Inc. manufactures and sells diesel, natural gas, and electric powertrains and power generation systems for heavy-duty trucks, medium-duty vehicles, industrial equipment, and data centers, along with critical components like turbochargers, aftertreatment systems, and transmissions.
CUMMINS INC is a Industrials company operating in Specialty Industrial Machinery with a $98.92B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 3, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0518 Q&A exchanges
- Q4 FY2025Earnings2026-02-0520 Q&A exchanges
- Q3 FY2025Earnings2025-11-0621 Q&A exchanges
- Q2 FY2025Earnings2025-08-0521 Q&A exchanges
- Q1 FY2025Earnings2025-05-0520 Q&A exchanges
- Q4 FY2024Earnings2025-02-0419 Q&A exchanges
- Q3 FY2024Earnings2024-11-0523 Q&A exchanges
- Q2 FY2024Earnings2024-08-0113 Q&A exchanges
- Q1 FY2024Earnings2024-05-0218 Q&A exchanges
- Q4 FY2023Earnings2024-02-0619 Q&A exchanges
- Q3 FY2023Earnings2023-11-0219 Q&A exchanges
- Q2 FY2023Earnings2023-08-0334 Q&A exchanges
- Q1 FY2023Earnings2023-05-0218 Q&A exchanges
- Q4 FY2022Earnings2023-02-0626 Q&A exchanges
- Q3 FY2022Earnings2022-11-0335 Q&A exchanges
- Q2 FY2022Earnings2022-08-0220 Q&A exchanges
- Q1 FY2022Earnings2022-02-0316 Q&A exchanges
- Q4 FY2021Earnings2021-11-1718 Q&A exchanges
- Q3 FY2021Earnings2021-11-0229 Q&A exchanges
- Q2 FY2021Earnings2021-05-0420 Q&A exchanges
- Q1 FY2021Earnings2021-02-0323 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-03EPS— vs $7.48—Rev— vs ——EODHD
- Q1 FY20262026-05-04EPS$4.71 vs $5.55-15.1%Rev$8.40B vs ——EODHD
- Q4 FY20252026-02-04EPS$4.27 vs $5.02-14.9%Rev$8.54B vs ——EODHD
- Q3 FY20252025-11-05EPS$5.03 vs $4.84+3.9%Rev$8.32B vs ——EODHD
- Q2 FY20252025-08-04EPS$6.43 vs $5.16+24.6%Rev$8.64B vs ——EODHD
- Q1 FY20252025-05-04EPS$5.96 vs $4.85+22.9%Rev$8.17B vs ——EODHD
- Q4 FY20242025-02-03EPS$3.02 vs $4.64-34.9%Rev$8.45B vs ——EODHD
- Q3 FY20242024-11-04EPS$5.86 vs $4.81+21.8%Rev$8.46B vs ——EODHD
- Q2 FY20242024-07-31EPS$5.26 vs $4.76+10.5%Rev$8.80B vs ——EODHD
- Q1 FY20242024-05-01EPS$14.03 vs $5.25+100.0%Rev$8.40B vs ——EODHD
- Q4 FY20232024-02-05EPS$-10.08 vs $4.50-100.0%Rev$8.54B vs ——EODHD
- Q3 FY20232023-11-01EPS$4.59 vs $4.64-1.1%Rev$8.43B vs ——EODHD
- Q2 FY20232023-08-02EPS$5.05 vs $5.34-5.4%Rev$8.64B vs ——EODHD
- Q1 FY20232023-05-01EPS$5.55 vs $4.76+16.6%Rev$8.45B vs ——EODHD
- Q4 FY20222023-02-05EPS$4.43 vs $4.48-1.1%Rev$7.77B vs ——EODHD
- Q3 FY20222022-11-02EPS$3.44 vs $4.82-28.6%Rev$7.33B vs ——EODHD
- Q2 FY20222022-08-01EPS$4.77 vs $4.34+9.9%Rev$6.59B vs ——EODHD
- Q1 FY20222022-05-02EPS$2.92 vs $3.53-17.3%Rev$6.38B vs ——EODHD
- Q3 FY20212021-11-01EPS$3.69 vs $3.89-5.1%Rev$5.97B vs ——EODHD
- Q2 FY20212021-08-02EPS$4.10 vs $4.03+1.7%Rev$6.11B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-03 | — | $7.48 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-04 | $4.71 | $5.55 | -15.1% | $8.40B | — | — | EODHD |
| Q4 FY2025 | 2026-02-04 | $4.27 | $5.02 | -14.9% | $8.54B | — | — | EODHD |
| Q3 FY2025 | 2025-11-05 | $5.03 | $4.84 | +3.9% | $8.32B | — | — | EODHD |
| Q2 FY2025 | 2025-08-04 | $6.43 | $5.16 | +24.6% | $8.64B | — | — | EODHD |
| Q1 FY2025 | 2025-05-04 | $5.96 | $4.85 | +22.9% | $8.17B | — | — | EODHD |
| Q4 FY2024 | 2025-02-03 | $3.02 | $4.64 | -34.9% | $8.45B | — | — | EODHD |
| Q3 FY2024 | 2024-11-04 | $5.86 | $4.81 | +21.8% | $8.46B | — | — | EODHD |
| Q2 FY2024 | 2024-07-31 | $5.26 | $4.76 | +10.5% | $8.80B | — | — | EODHD |
| Q1 FY2024 | 2024-05-01 | $14.03 | $5.25 | +100.0% | $8.40B | — | — | EODHD |
| Q4 FY2023 | 2024-02-05 | $-10.08 | $4.50 | -100.0% | $8.54B | — | — | EODHD |
| Q3 FY2023 | 2023-11-01 | $4.59 | $4.64 | -1.1% | $8.43B | — | — | EODHD |
| Q2 FY2023 | 2023-08-02 | $5.05 | $5.34 | -5.4% | $8.64B | — | — | EODHD |
| Q1 FY2023 | 2023-05-01 | $5.55 | $4.76 | +16.6% | $8.45B | — | — | EODHD |
| Q4 FY2022 | 2023-02-05 | $4.43 | $4.48 | -1.1% | $7.77B | — | — | EODHD |
| Q3 FY2022 | 2022-11-02 | $3.44 | $4.82 | -28.6% | $7.33B | — | — | EODHD |
| Q2 FY2022 | 2022-08-01 | $4.77 | $4.34 | +9.9% | $6.59B | — | — | EODHD |
| Q1 FY2022 | 2022-05-02 | $2.92 | $3.53 | -17.3% | $6.38B | — | — | EODHD |
| Q3 FY2021 | 2021-11-01 | $3.69 | $3.89 | -5.1% | $5.97B | — | — | EODHD |
| Q2 FY2021 | 2021-08-02 | $4.10 | $4.03 | +1.7% | $6.11B | — | — | EODHD |
Source: EODHD. CMI reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks CMI's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 70% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.16 | $1.94 | +11.2% | -3.6% | -1.1% |
| Q4 FY2026 | $2.18 | $1.95 | +12.0% | -6.8% | -4.1% |
| Q3 FY2026 | $2.10 | $1.92 | +9.5% | -1.5% | -0.2% |
| Q2 FY2026 | $2.25 | $1.83 | +22.9% | -2.9% | -4.6% |
| Q1 FY2025 | $2.41 | $1.98 | +21.6% | +1.2% | +2.4% |
| Q4 FY2025 | $2.18 | $1.88 | +16.0% | -5.4% | -4.2% |
| Q3 FY2025 | $2.16 | $1.84 | +17.4% | -1.9% | +0.2% |
| Q2 FY2025 | $2.23 | $1.85 | +20.8% | +3.4% | +3.2% |
| Q1 FY2024 | $2.11 | $1.93 | +9.2% | +2.5% | +4.2% |
| Q4 FY2024 | $2.18 | $1.83 | +19.2% | -3.4% | -2.9% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Jennifer RumseyCEO7 mo17 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last call held guidance Q1 FY2026
- Mark Andrew SmithCFO10 mono recorded callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • last guidance raise Q3 FY2026
- Benjamin G WrightPresident4 mono recorded callsCurrentSample
PRESIDENT since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Bonnie J FetchPresident4 mono recorded callsCurrentSample
PRESIDENT since 2026 • 1/2 beats (50%) • guidance suspended Q2 FY2026
- Nicole Lamb-haleVP, CLO & Corporate Secretary3 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Jonathan David WoodVice President & CTO3 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last guidance cut Q3 FY2026
Peers
Other companies in Industrials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for CMI.
$ curl https://api.spokenalpha.com/v1/companies/CMIFAQ
Frequently asked about CMI
Where can I find CUMMINS INC's (CMI) earnings call transcripts?
Spoken Alpha indexes CMI's earnings call transcripts at https://spokenalpha.com/companies/CMI. Each call links to attributed speakers and parsed analyst Q&A. CUMMINS INC's own investor relations page is at https://investor.cummins.com/.
When was CUMMINS INC's most recent earnings call?
CUMMINS INC (CMI) held its most recent earnings call on 2026-05-05, covering fiscal Q1 2026.
What sector is CMI in?
CUMMINS INC (CMI) operates in the Industrials sector (Specialty Industrial Machinery industry).