Cummins Inc. reported fourth-quarter 2025 earnings of $5.81 per share, exceeding the Zacks Consensus Estimate of $5.20 and up from $5.16 in the same quarter of 2024. Revenues reached $8.53 billion, beating the expected $8.15 billion and increasing from $8.45 billion year-over-year. The results were bolstered by strong performance in the Power Systems segment, which recorded sales of $1.93 billion, an 11% increase from the previous year.
In contrast, the Engine segment saw a 4% decline in sales to $2.60 billion due to weakened demand in North America and international markets, while the Components segment experienced a 7% drop in sales to $2.4 billion. The Distribution segment, however, reported an increase of 7% year-over-year, totaling $3.3 billion. Cummins’ cash and cash equivalents rose to $2.84 billion, while long-term debt increased to $6.79 billion by the end of the quarter.
Looking ahead, Cummins anticipates a revenue growth of 3-8% for 2026 and expects an EBITDA margin of 17-18% of sales.
