CMI · 8-K · 20260804PR000026
Revenue Performance and Mix
CUMMINS INC · 2026-08-04 · Importance 49 · Surprise 32 · No source text
Second-quarter 2026 revenue reached a record $9.5 billion, up 9% year over year from $8.643 billion. North American sales increased 8%, while international revenue rose 12%, led by China. Power Systems revenue increased 19% to $2.3 billion, Distribution rose 9% to $3.3 billion, Components increased 7% to $2.9 billion, Engine increased 6% to $3.1 billion, and Accelera increased 38% to $145 million. Power generation and data-center demand drove much of the mix shift, including 19% growth in Power Systems revenue in both North America and international markets.
Key facts
- Power Systems segment sales: $2.3 billion, up 19% (second quarter 2026) source
- Second-quarter 2026 revenues of $9.5 billion increased 9% from the same quarter in 2025 source
- Engine segment sales: $3.1 billion, up 6% (second quarter 2026) source
- Components segment sales: $2.9 billion, up 7% (second quarter 2026) source
- Distribution segment sales: $3.3 billion, up 9% (second quarter 2026) source
- Record second-quarter revenues of $9.5 billion source
- Six months ended June 30, 2026 consolidated net sales: $17,855 million; consolidated net income: $1,648 million; net income attributable to Cummins Inc. for six months: $1,586 million source
- Net income attributable to Cummins in the second quarter was $932 million, or $6.73 per diluted share, compared to $890 million, or $6.43 per diluted share, in 2025 source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +8.3% | Second-quarter 2026 revenues of $9.5 billion increased 9% from the same quarter in 2025 |
| revenue | positive | realized | +3.9% | Power Systems segment sales: $2.3 billion, up 19% (second quarter 2026) |
| revenue | positive | realized | +2.9% | Distribution segment sales: $3.3 billion, up 9% (second quarter 2026) |
| revenue | positive | realized | +2.0% | Components segment sales: $2.9 billion, up 7% (second quarter 2026) |
| revenue | positive | realized | +1.9% | Engine segment sales: $3.1 billion, up 6% (second quarter 2026) |
| revenue | unclear | realized | — | Six months ended June 30, 2026 consolidated net sales: $17,855 million; consolidated net income: $1,648 million; net income attributable… |
| net_income | unclear | realized | — | Six months ended June 30, 2026 consolidated net sales: $17,855 million; consolidated net income: $1,648 million; net income attributable… |