CMI Cummins

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Global power leader providing diesel, electric, hybrid powertrains, power generation, components and zero emissions tech across five segments
• • New divestiture: Completed tax-free split-off of 80.5% ownership of Atmus in March 2024, reducing shares by 5.6 million and gaining $1.3B
• • Strategic shift: Accelera segment impairment of electrolyzer goodwill and exit from new hydrogen electrolyzer commercial activities due to market deterioration
• • Quantitative metric: Distribution segment sales rose to 30% of consolidated net sales in 2025 from 25% in 2023; Power Systems sales increased to 18% in 2025
• • Noteworthy fact: $1.9 billion paid in Q2 2024 to settle US regulatory civil claims related to emissions certification primarily for pick-up truck engines

Management Discussion & Analysis

• • Revenue $33.67B, down 1% YoY ($432M decrease) driven by lower Engine (-7%) and Components (-13%) sales, partially offset by Power Systems (+16%) and Distribution (+9%)
• • Operating margin 11.9% (Operating income $4.03B on $33.67B sales) vs 11.0% (2024), gross margin 25.3% vs 24.7%, SG&A 9.3% vs 9.6%, R&D 4.1% vs 4.3%
• • Best performing segment: Power Systems sales up 16% to $7.46B with EBITDA up 44% to $1.69B; Worst performing segment: Components sales down 13% to $10.15B with EBITDA down 12% to $1.40B
• • Cash from operations $3.6B up $2.1B YoY; dividend increased 10% to $2.00/share; repaid $500M debt; issued $2.0B senior notes; $3.6B cash and marketable securities on hand
• • 2026 risks: ongoing tariff uncertainties, Accelera segment market deterioration with $458M charges in 2025; management continuing mitigation efforts on tariffs and strategic realignment of Accelera investments

Risk Factors

• • Cybersecurity regulatory risk from compliance with NIST Cybersecurity Framework as part of enterprise risk management program
• • Geopolitical supply chain threat via third-party vendors assessed for cybersecurity risks in vendor data sharing
• • Operational vulnerability in product cybersecurity managed by Principal Engineer with 40+ years embedded systems experience
• • Competitive market risk from failure to adapt cybersecurity measures to evolving industry threats and standards
• • Financial risk mitigated partially by cyber insurance to cover material cybersecurity incident impacts

What are the latest CMI SEC filings in 2026?

Cummins (CMI) has filed a 10-K annual report on February 10, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 4, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did CMI file its most recent 10-K annual report?

Cummins (CMI) filed its most recent 10-K annual report on February 10, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view CMI 10-Q quarterly reports?

Cummins (CMI)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every CMI 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has CMI filed recently?

Cummins (CMI)'s most recent 8-K was filed on August 4, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find CMI insider trading activity (Form 4)?

SignalX aggregates every CMI Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does CMI file with the SEC?

Cummins (CMI) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CMI filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Cummins (CMI).

What is CMI's SEC CIK number?

Cummins (CMI)'s SEC CIK (Central Index Key) number is 26172. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 26172 to look up all CMI filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find CMI return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Cummins (CMI) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.