Q1: 2026-05-05 Earnings Summary
EPS of $6.15 beats by $0.52
| Revenue of $8.40B (2.74% Y/Y) beats by $31.66M
Cummins Inc. (CMI) Q1 2026 Earnings Call May 5, 2026 10:00 AM EDT
Company Participants
Nicholas Arens – Executive Director of Investor Relations and Business Analysis & Planning
Jennifer Rumsey – CEO & Chairman of the Board
Mark Smith – CFO & VP
Conference Call Participants
Angel Castillo Malpica – Morgan Stanley, Research Division
Kyle Menges – Citigroup Inc., Research Division
Jerry Revich – Wells Fargo Securities, LLC, Research Division
Stephen Volkmann – Jefferies LLC, Research Division
David Raso – Evercore ISI Institutional Equities, Research Division
Jamie Cook – Truist Securities, Inc., Research Division
Steven Fisher – UBS Investment Bank, Research Division
Timothy Thein – Raymond James & Associates, Inc., Research Division
Robert Wertheimer – Melius Research LLC
Tami Zakaria – JPMorgan Chase & Co, Research Division
Cole Couzens – Wolfe Research, LLC
Presentation
Operator
Greetings, and welcome to Cummins Inc. First Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Nick Arens, Executive Director of Investor Relations. Thank you. Please go ahead.
Nicholas Arens
Executive Director of Investor Relations and Business Analysis & Planning
Thank you, Donna. Good morning, everyone, and welcome to our teleconference today to discuss Cummins’ results for the first quarter of 2026. Participating with me today are Jennifer Rumsey, our Chair and Chief Executive Officer; and Mark Smith, our Chief Financial Officer. We will all be available to answer questions at the end of the teleconference.
Before we start, please note that some of the information that you will hear or be given today will consist of forward-looking statements within the meaning of the Securities Exchange Act of 1934. Such statements express our forecasts, expectations, hopes, beliefs and intentions on strategies regarding the future. Our actual future results could differ materially from those projected in such forward-looking statements because of several risks and uncertainties. More information regarding
