Second-quarter 2026 adjusted EPS was reported at $6.94, below the $7.33 consensus estimate, despite revenue growth. Higher incentive compensation, research and development expense, freight, and tariff costs pressured profitability. Cummins reported record quarterly EBITDA of approximately $1.7 billion and raised its full-year EBITDA margin outlook to 18.0%-18.5%.
Key facts
Adjusted EPS of $6.73 missed expectations and shares fell 5.76% in premarket trading. source
Quarterly adjusted earnings reported as $6.94 per share in one report, missing the Zacks Consensus Estimate of $7.33 per share; compares to $6.43 per share a year ago. source