CMI · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

CUMMINS INC · 2026-08-04 · Importance 43 · Surprise 32 · No source text

Second-quarter 2026 net sales increased 9% year over year to $9,457 million from $8,643 million, while six-month sales increased 6% to $17,855 million from $16,817 million. Power Systems sales increased 19% in both periods, reaching $2,255 million in the quarter and $4,211 million year to date, driven by power-generation demand in China and North America. Distribution sales increased 9% in the quarter and 8% year to date, primarily from North American power-generation demand, especially data-center and commercial applications. International sales increased 12% in the quarter and 14% year to date, raising international mix to 41% and 42% of total sales, respectively, from 40% and 39% in the prior-year periods.

Key facts

• Distribution segment power generation sales for three months ended June 30, 2026: $1,378 million versus $1,200 million in prior period source
• Worldwide revenues increased by 9 percent in the three months ended June 30, 2026 versus the same period in 2025 source
• Worldwide revenues increased by 6 percent in the six months ended June 30, 2026 versus the same period in 2025 source
• Components segment driveline and braking systems sales for three months ended June 30, 2026: $1,122 million versus $1,095 million in prior period source
• Three months ended June 30, 2026 net sales: $9,457 million source
• Six months ended June 30, 2026 net sales: $17,855 million source
• Engine segment total sales for three months ended June 30, 2026: $3,084 million and for three months ended June 30, 2025: $2,899 million source
• Engine segment total sales for six months ended June 30, 2026: $5,756 million and for six months ended June 30, 2025: $5,670 million source

Impact estimates