8-K current report · filed May 5, 2026

Cummins (CMI) 8-K Current Report: May 5, 2026

Item 2.02Item EX-99.1CMI overview

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Cummins (CMI) filed an 8-K current report with the SEC on May 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Q1 2026 results released May 5, 2026, providing the latest operating update for investors.

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Item 2.02 · Results of Operations and Financial Condition

  • Q1 2026 results released May 5, 2026, providing the latest operating update for investors
  • Detailed financial figures and management commentary contained in Exhibit 99 press release
  • Regulation FD furnishing indicates disclosure timing, not incorporation into SEC filings

Item EX-99.1 · Exhibit EX-99.1

  • Q1 revenue $8.4B, up 3%, but net income fell to $654M from $824M, reflecting a $199M fuel-cell charge
  • Adjusted EBITDA margin 17.7% excluding the charge, near prior-year 17.9%; reported margin declined to 15.4%
  • Power Systems led growth with sales up 19% and EBITDA margin 29.5%, driven by data-center power demand
  • Engine and Components sales declined 4% and 5%, while Engine EBITDA margin fell to 10.4% from 16.5%
  • Full-year guidance raised to revenue growth of 8%-11% and EBITDA margin of 17.75%-18.50%; $519M returned to shareholders

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