Welcome to our dedicated page for Cummins SEC filings (Ticker: CMI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Cummins Inc. filings document the reporting obligations of an Indiana operating company with common stock listed on the New York Stock Exchange under the symbol CMI. Its regulatory record includes current reports on results of operations and financial condition, including quarterly earnings releases and related segment discussion for Engine, Components, Distribution, Power Systems and Accelera by Cummins.
Proxy materials describe board oversight, director elections, executive compensation, shareholder voting matters and governance practices. Additional current reports record corporate governance events such as director appointments and committee assignments, while cover-page disclosures identify the company’s registered common stock and exchange listing.
Cummins Inc. reported softer first‑quarter results for 2026, with net income attributable to the company of $654 million on net sales of $8.4 billion, compared with $824 million on $8.2 billion a year earlier. Diluted earnings per share declined from $5.96 to $4.71.
Sales grew 3% overall as strong power generation demand boosted the Power Systems and Distribution segments, while Engine and Components faced lower North American truck demand. Results were also reduced by a $199 million loss on the sale of a low‑pressure fuel cell business and related customer settlements.
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 ownership disclosure: Vanguard Capital Management reports beneficial ownership of 10,362,975 shares of Cummins common stock, representing 7.50% of the class. The filing shows sole dispositive power over 10,362,975 shares and sole voting power over 1,387,004 shares. The filer states holdings include securities held for Vanguard funds and managed accounts and is signed by the Head of Global Fund Administration.
Cummins Inc ownership filing reports that Vanguard Portfolio Management beneficially owns 7,516,970 shares of Cummins common stock, representing 5.44% of the class. The filing shows sole power to vote for 18,960 shares and sole dispositive power over 7,516,970 shares. The disclosure notes holdings include securities held for Vanguard funds and managed accounts. The filing is signed by the Head of Global Fund Administration on 04/29/2026.
Cummins Inc reported that VP, CLO & Corporate Secretary Nicole Lamb-Hale received an equity grant of 290 shares of common stock in the form of time-vested restricted stock units. These units will vest and convert to common stock on April 1, 2028. Following this compensation-related award, her direct holdings total 16,492 common shares.
Cummins Inc. presents its 2026 annual shareholder meeting agenda and reviews strong 2025 performance. The company generated $33.7 billion in revenue and $5.4 billion in EBITDA, a margin of 16.0%, with record earnings despite a North America truck downcycle.
Cummins returned $1.1 billion to shareholders via dividends and delivered 49% total shareholder return, outpacing its custom peer group and the S&P 500. Shareholders will vote on electing eleven directors, executive pay, auditor ratification, a new 2026 Omnibus Incentive Plan, and two shareholder proposals on separating the Chair/CEO roles and reporting on charitable support.
Cummins Inc — The Vanguard Group filed Amendment No. 11 to a Schedule 13G/A reporting 0 shares beneficially owned, representing 0% of the class. The filing explains an internal realignment effective January 12, 2026 and states subsidiaries will report separately "in accordance with SEC Release No. 34-39538 (January 12, 1998)." The signature block is dated 03/26/2026.
Cummins Inc. executive Amy Rochelle Davis, VP & President – Accelera and Components, reported open-market sales of company stock. On March 3, 2026, she sold a total of 4,054 shares of Cummins common stock in six separate transactions at weighted average prices in the mid-$560s per share, with detailed price ranges from $559.61 to $566.14 noted in the footnotes. After these sales, she directly held 15,807.013 Cummins common shares. She also reported continued direct holdings of multiple stock option awards covering 2,130, 2,160, and 800 shares, respectively.
Cummins Inc. vice president Nathan R. Stoner reported equity compensation activity. He received a grant of 4,480 shares of Common stock on March 1, 2026 at no cost. On the same date, 2,021 shares at $583.87 per share were withheld to cover tax liabilities, leaving him with 10,053.669 directly owned shares.
CUMMINS INC Vice President and Chief Financial Officer Mark Andrew Smith reported equity-related transactions in company common stock. He received a grant or award acquisition of 14,128 shares of common stock at a stated price of $0.0000 per share, increasing his holdings at the time of grant.
On the same date, 5,878 shares of common stock were disposed of in a tax-withholding disposition at $583.87 per share, with a footnote stating the shares were withheld to satisfy tax liabilities relating to earned performance shares. After these transactions, he directly owned 39,832 shares of Cummins common stock.