Every 8-K that Cummins Inc. (CMI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CMI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CMI filings page.
Cummins Inc. reported record second-quarter 2026 net sales of $9,457 million, up 9% year over year, driven by data center power generation and improving North American truck markets. Net income attributable to Cummins was $932 million, or $6.73 per diluted share. EBITDA was $1,653 million, 17.5% of sales, as higher incentive compensation weighed on margins. North American sales rose 8% and international revenues 12%.
The company raised its 2026 outlook, now expecting full-year revenue to grow 10%–13% and EBITDA margin to be 18.0%–18.5%, compared with prior revenue guidance of 8%–11%. Operating cash flow reached $1,499 million in the quarter, supporting $501 million returned to shareholders through dividends and buybacks and a quarterly dividend increase from $2.00 to $2.20 per share. Power Systems sales grew 19%, while Accelera revenue rose 38% with an EBITDA loss of $69 million.
Cummins Inc. reported the results of its 2026 annual shareholder meeting held on May 12, 2026. Shareholders holding 87.8% of the 138,257,420 shares outstanding as of March 16, 2026 were represented in person or by proxy, providing a strong quorum.
All eleven director nominees were elected for one-year terms expiring at the 2027 annual meeting. Shareholders approved, on an advisory basis, the compensation of the named executive officers and ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026.
Shareholders also approved the Company’s 2026 Omnibus Incentive Plan. Two shareholder proposals — one to adopt a policy separating the roles of Chairperson and Chief Executive Officer and another requesting a report on charitable support — did not receive sufficient votes and were not approved.
Cummins Inc. reported first-quarter 2026 results with modest growth and higher guidance for the full year. Revenue reached $8.4 billion, up 3% from 2025, as strong international demand, especially in China, offset weaker North America truck markets. Net income attributable to Cummins was $654 million, or $4.71 diluted EPS, down from $824 million, or $5.96, primarily due to $199 million of charges tied to selling the low-pressure fuel cell business and settling related customer obligations.
Profitability remained solid despite these charges. EBITDA was $1.3 billion, or 15.4% of sales, and excluding the fuel cell charge, EBITDA was $1.49 billion, or 17.7% of sales, roughly in line with last year’s 17.9%. The Power Systems segment stood out with $2.0 billion in sales, up 19%, and EBITDA of 29.5% of sales, driven by data center power demand, while Distribution sales rose 7%.
Cummins raised its 2026 outlook, signaling confidence in demand. Full-year revenue is now expected to be up 8% to 11%, versus prior guidance of up 3% to 8%, and EBITDA margin is projected at 17.75% to 18.50%, above the previous 17.0% to 18.0% range, excluding the first-quarter fuel cell charge. The company returned $519 million to shareholders in the quarter through dividends and share repurchases and reiterated its long-term goal of returning 50% of operating cash flow to shareholders.
Cummins Inc. filed a current report to furnish a press release announcing its financial results for the fourth quarter of 2025. The press release, dated February 5, 2026, is included as Exhibit 99 and is provided under Item 2.02 on results of operations and financial condition.
The company notes that this information, including Exhibit 99, is being furnished rather than filed, meaning it is not subject to certain Exchange Act liabilities and is not automatically incorporated by reference into other securities filings.
Cummins Inc. (CMI) furnished an 8-K announcing its third-quarter 2025 results press release. The company reported that a press release covering financial results for the quarter was furnished as Exhibit 99.
The information under Item 2.02, including Exhibit 99, is furnished and not deemed filed under the Exchange Act. The filing also includes Exhibit 104 for the cover page interactive data file embedded within Inline XBRL.