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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Cummins (CMI) is 7/10.
Cummins reported Q1 revenue of $8.4 billion, up 3% year-over-year, while GAAP EPS of $4.71 was depressed by $1.44/share related to the sale of the low-pressure fuel cell business. Excluding that charge, adjusted EPS reached $6.15, up 3% from the prior year, and EBITDA (ex-charge) was $1.5 billion at 17.7% of sales. The company significantly raised full-year revenue guidance from 3-8% to 8-11% growth driven by Power Systems data center demand, while EBITDA margin guidance was lifted to 17.75-18.5%.
Scored from Cummins’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $8.45B | -1.1% | $3.02 | +130.0% | 24.1% | 8.7% | 4.9% | $882M |
| FY2025 Q1 | $8.17B | -2.7% | $5.96 | -57.5% | 26.4% | 13.9% | 10.1% | $-165M |
| FY2025 Q2 | $8.64B | -1.7% | $6.42 | +22.1% | 26.4% | 14.2% | 10.3% | $554M |
| FY2025 Q3 | $8.32B | -1.6% | $3.85 | -34.3% | 25.6% | 12.0% | 6.4% | $1.01B |
| FY2025 Q4 | $8.54B | +1.1% | $4.27 | +41.4% | 22.9% | 7.5% | 6.9% | $990M |
| FY2026 Q1 | $8.40B | +2.7% | $4.71 | -21.0% | 26.7% | 11.3% | 7.8% | $120M |
| FY2026 Q2 | $9.46B | +9.4% | $6.73 | +4.8% | 26.1% | 13.5% | 9.9% | $1.25B |