Cummins Inc

Company facts

Industry

Engines & Turbines

Headquarters

Columbus, Indiana

Most recent report

10-Q, filed Aug 4, 2026

Incorporated

Indiana

Filings on record

1,001+ filings

On EDGAR

CIK 26172

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 2 of 13 sections worth reading, with 3 positive, 4 notable, and 1 negative flags.

• Financial Statements (Item 1)

  Financial statements with full Q2 and six-month results, segment details, and key notes on JV and charges.
  Notable

  • Minimum purchase penalties $556M if stopped, up from $462M at Q1 2026.
  • Sale of low pressure fuel cell business triggered a $199M charge in six months 2026.

• Management's Discussion (Item 2)

  Core financial results, segment details, and risk updates. Company-specific data throughout.
  Positive

  • Board raised quarterly dividend 10% to $2.20 per share in July 2026.
  • Power Systems EBITDA up 28% in Q2 and 38% YTD, driven by data center and power generation demand.
  • Cash from operations surged to $1.8B in H1 2026, up from $0.8B in H1 2025, helped by lower working capital needs.
  Notable

  • GHG emission credits worth $89M could become worthless if NHTSA disallows credit use in future rulemaking.
  • U.S. declined to extend USMCA on July 1, 2026; new bilateral deals being negotiated, outcome uncertain.
  Negative

  • Engine segment EBITDA fell 22% YTD (to $665M) on heavy-duty truck sales down 7% and higher costs.

What changed: Jun 2026 vs. Mar 2026

About 11% of CMI's Jun 2026 10-Q is new information. 36 paragraphs were added, 144 changed, and 20 removed. Below are the most important lines SECSift identified.

• Item 2 86
• Item 1 31
• Item 4 1
• Item 1A 1
• Item 5 1
• Item 6 1