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Did Cummins Beat Earnings?
Cummins (CMI) reported Q2 '26 revenue of $9.46B, up 9.4% year-over-year, with reported EPS of $6.94. That came in 5.3% below the $7.33 analyst estimate — an earnings miss.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Cummins’s job postings, web traffic, and employee business outlook. See the full CMI stock analysis or the earnings calendar for upcoming reports.
CMI Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $7.33 | $6.94 | Missed -5.3% |
| Q1 '26 | $5.65 | $6.15 | Beat +8.8% |
| Q4 '25 | $5.08 | $5.81 | Beat +14.4% |
| Q3 '25 | $4.77 | $3.86 | Missed -19.1% |
| Q2 '25 | $5.21 | $6.43 | Beat +23.4% |
| Q1 '25 | $4.92 | $5.96 | Beat +21.1% |
Cummins Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 8.46B | 8.45B | 8.17B | 8.64B | 8.32B | 8.54B | 8.4B | 9.46B |
| Gross margin | 25.7% | 24.1% | 26.4% | 26.4% | 25.6% | 22.9% | 26.7% | 26.1% |
| Operating margin | 12.4% | 8.7% | 13.9% | 14.2% | 12.0% | 7.5% | 11.3% | 13.5% |
| Net income | 809M | 418M | 824M | 890M | 536M | 593M | 654M | 932M |
| Net margin | 9.6% | 4.9% | 10.1% | 10.3% | 6.4% | 6.9% | 7.8% | 9.9% |
| EPS | $5.86 | $4.54 | $5.96 | $6.43 | $3.86 | $5.81 | $6.15 | $6.94 |
Cummins Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Cummins’s quarterly revenue moved from $8.46B to $9.46B. Net margin held roughly steady from 9.6% to 9.9%, against a 26.1% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Cummins has beaten Wall Street EPS estimates in 5 of its last 8 reported quarters.
When Is Cummins’s Next Earnings Date?
Cummins reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the CMI earnings calendar.
Frequently Asked Questions: Cummins Earnings
Cummins's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Cummins reported Q2 '26 EPS of $6.94 on revenue of $9.46B (+9.4% YoY). Cummins missed estimates, reporting $6.94 vs. the $7.33 estimate.
Cummins reported Q2 '26 revenue of $9.46B, up 9.4% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the CMI AI Score.
