CMI · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

CUMMINS INC · 2026-11-05 · Importance 45 · Surprise 40

Third-quarter 2026 net sales rose 13% to $9.438 billion from $8.317 billion, while nine-month sales increased 9% to $27.293 billion from $25.134 billion. For the quarter, Components sales increased 23% to $2.856 billion, Engine sales rose 20% to $3.130 billion, Power Systems sales rose 15% to $2.289 billion, and Distribution sales increased 4% to $3.310 billion. For the first nine months, Power Systems sales grew 17% to $6.500 billion, Distribution grew 7% to $9.752 billion, Engine grew 7% to $8.886 billion, and Components grew 7% to $8.277 billion. International markets represented 39% of quarterly sales versus 40% a year earlier and 41% of nine-month sales versus 39%; higher power-generation demand, particularly in data center applications, was a major driver.

Key facts

• Cummins' equity, royalty and interest income from investees increased $23 million in the three months ended September 30, 2026, primarily due to increased earnings at Chongqing Cummins Engine Co., Ltd. and Tata Cummins Ltd. source
• Cummins serves customers through approximately 640 distributor locations and more than 13,000 Cummins-certified dealer locations in approximately 190 countries and territories. source
• Cummins has long-standing relationships with PACCAR Inc., Traton Group, Daimler Trucks AG and Stellantis N.V. source
• Cummins' equity, royalty and interest income from investees increased $76 million in the nine months ended September 30, 2026, mainly due to increased earnings at Chongqing Cummins Engine Co., Ltd., Dongfeng Cummins Engine Co., Ltd. and Beijing Foton Cummins Engine Co., Ltd. source