Cummins Inc. (CMI) Q4 2025 Earnings Call Transcript
CMI's Q4 2025 EPS beats estimates as Power Systems EBITDA margin surges despite weakness in the Engine segment.
While the top- and bottom-line numbers for Cummins (CMI) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Cummins (CMI) came out with quarterly earnings of $5.81 per share, beating the Zacks Consensus Estimate of $5.2 per share. This compares to earnings of $5.16 per share a year ago.
CMI is set to report Q4 earnings on Feb. 5, with EPS expected at $5.36 as Power Systems and Distribution grow while Engine and Accelera weigh results.
Cummins (CMI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Cummins (CMI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Cummins, Inc. (CMI) drew 33 rare outlier inflow signals since 1993 to rise 11,074%.
Here is how Cummins (CMI) and REV Group (REVG) have performed compared to their sector so far this year.
Cummins Inc. is transforming from a cyclical engine supplier to a structural AI power infrastructure play, benefiting from strong secular demand drivers. CMI's Power Systems segment is experiencing robust growth due to AI-driven data center power needs, with recurring revenues from on-site generation and service contracts. The EPA 2027 emissions cycle provides downside protection, as regulatory-driven pre-buying should insulate CMI from freight cycle weakness.
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