For the quarter ended December 2025, Cummins (CMI) reported revenue of $8.54 billion, up 1.1% over the same period last year. EPS came in at $5.81, compared to $5.16 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $8.15 billion, representing a surprise of +4.73%. The company delivered an EPS surprise of +11.73%, with the consensus EPS estimate being $5.20.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Cummins performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Unit shipments - Engine - Light-duty: 39,100 versus the two-analyst average estimate of 30,275.
- Unit shipments - Engine - Heavy-duty: 23,200 compared to the 25,661 average estimate based on two analysts.
- Unit shipments - Engine - Medium-duty: 68,800 versus 64,426 estimated by two analysts on average.
- Unit shipments - Engine - Total: 131,100 versus the two-analyst average estimate of 120,362.
- Net Sales- Power System: $1.93 billion versus the five-analyst average estimate of $2 billion. The reported number represents a year-over-year change of +10.7%.
- Net Sales- Intersegment Eliminations: $-1.85 billion versus $-1.8 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +1.6% change.
- Net Sales- Engine: $2.6 billion versus $2.44 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -4.4% change.
- Net Sales- Components: $2.45 billion versus the five-analyst average estimate of $2.29 billion. The reported number represents a year-over-year change of -7.4%.
- Net Sales- Distribution: $3.29 billion versus the five-analyst average estimate of $3.16 billion. The reported number represents a year-over-year change of +7.1%.
- Net Sales- Accelera: $131 million versus $104.75 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +31% change.
- Net Sales- Engine- Off-highway: $447 million compared to the $425.25 million average estimate based on four analysts. The reported number represents a change of +7.7% year over year.
- Net Sales- Engine- Medium-duty truck and bus: $893 million compared to the $867.64 million average estimate based on four analysts. The reported number represents a change of -12.8% year over year.
View all Key Company Metrics for Cummins here>>>
Shares of Cummins have returned +12.4% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Cummins Inc. (CMI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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