Cummins (CMI) reported $8.4 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 2.7%. EPS of $6.15 for the same period compares to $5.96 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $8.32 billion, representing a surprise of +0.92%. The company delivered an EPS surprise of +9.79%, with the consensus EPS estimate being $5.60.
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: 40,500 versus the two-analyst average estimate of 38,037. Unit shipments - Engine - Heavy-duty: 24,700 versus 23,584 estimated by two analysts on average. Unit shipments - Engine - Medium-duty: 79,100 versus the two-analyst average estimate of 69,929. Unit shipments - Engine - Total: 144,300 versus the two-analyst average estimate of 131,550. Net Sales- Engine- Light-duty automotive: $448 million versus $442.81 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +6.4% change. Net Sales- Engine- Heavy-duty truck: $799 million versus the four-analyst average estimate of $869.77 million. The reported number represents a year-over-year change of -13.3%. Net Sales- Engine- Medium-duty truck and bus: $871 million compared to the $956.45 million average estimate based on four analysts. The reported number represents a change of -11.7% year over year. Net Sales- Distribution: $3.12 billion versus the four-analyst average estimate of $3.08 billion. The reported number represents a year-over-year change of +7.2%. Net Sales- Accelera: $101 million versus $73.41 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -1.9% change. Net Sales- Components: $2.53 billion versus the four-analyst average estimate of $2.55 billion. The reported number represents a year-over-year change of -5.2%. Net Sales- Engine: $2.67 billion versus the four-analyst average estimate of $2.67 billion. The reported number represents a year-over-year change of -3.6%. Net Sales- Intersegment Eliminations: $-1.98 billion versus $-2 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.7% change.View all Key Company Metrics for Cummins here>>>
Shares of Cummins have returned +19% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"
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