CMI · 8-K · 20260804PR000026

Guidance / Outlook

CUMMINS INC · 2026-08-04 · Importance 80 · Surprise 68

Cummins raised its full-year 2026 revenue guidance to growth of 10% to 13%, from prior guidance of 8% to 11%. The increase reflects stronger demand particularly in North American on-highway, China construction and power generation markets. Full-year EBITDA is now expected at 18.0% to 18.5%, compared with prior guidance of 17.75% to 18.5%, excluding charges related to the first-quarter fuel-cell business sale. Management expects the second half of 2026 to be stronger than the first half and remains committed to returning 50% of operating cash flow to shareholders over the long term.