The company said revenue for Q1 2026 rose to $8.4 billion, up 3% from the same quarter in 2025, and that net income attributable to Cummins was $654 million ($4.71 per diluted share) compared with $824 million ($5.96 per share) in Q1 2025.

1. 01

   The company said revenue for Q1 2026 rose to $8.4 billion, up 3% from the same quarter in 2025, and that net income attributable to Cummins was $654 million ($4.71 per diluted share) compared with $824 million ($5.96 per share) in Q1 2025.

2. 02

   Cummins said its Q1 2026 results included $199 million ($1.44 per diluted share) of charges tied to completing the sale of its low-pressure fuel cell business and related customer obligations. The company also said it sold the business to a customer on March 31, 2026 and made a net payment of $175 million.

3. 03

   Cummins said Power Systems segment sales for Q1 2026 rose 19% to $2.0 billion, and segment EBITDA was $577 million (29.5% of sales), compared with $389 million (23.6%) a year earlier. The company cited higher power generation demand, including for data center markets, as the factors.

4. 04

   Cummins said it expects full-year 2026 revenue to rise 8% to 11%, raising its prior guidance of 3% to 8%. It said EBITDA is now expected to be 17.75% to 18.50%, up from its prior guidance of 17.0% to 18.0%. The EBITDA outlook excludes charges related to the sale of the fuel cell business in Q1.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.