Cummins Inc. filed its Form 10-Q for the quarterly period ended September 30, 2026, reporting consolidated net sales of $9,438 million for the third quarter and net income attributable to the company of $1,140 million.

Key Highlights

  • Net sales of $9,438 million for Q3 2026, compared with $8,317 million in Q3 2025, according to the filing.
  • Net income attributable to Cummins Inc. of $1,140 million for Q3 2026, up from $536 million in Q3 2025.
  • Diluted earnings per share of $8.25 for Q3 2026, versus $3.86 in the prior-year quarter.
  • Nine-month net sales of $27,293 million and net income attributable to Cummins Inc. of $2,726 million for the period ended September 30, 2026.
  • Total assets of $36,586 million at September 30, 2026, compared with $33,992 million at December 31, 2025.
  • 137,077,890 shares of common stock outstanding as of September 30, 2026, at a par value of $2.50 per share.
  • Net cash provided by operating activities of $3,213 million for the nine months ended September 30, 2026, versus $2,087 million in the comparable 2025 period.

Cummins Q3 2026 Financial Results: Revenue, Earnings, and Balance Sheet

According to the quarterly filing, Cummins Inc. (NYSE:CMI) reported net sales of $9,438 million for the three months ended September 30, 2026, compared with $8,317 million for the same period in 2025. Gross margin for Q3 2026 was $2,615 million, up from $2,129 million a year earlier. Operating income for the quarter reached $1,444 million, versus $852 million in Q3 2025. The filing shows income before income taxes of $1,420 million for the quarter, with income tax expense of $251 million, resulting in consolidated net income of $1,169 million.

For the nine months ended September 30, 2026, the company disclosed net sales of $27,293 million and net income attributable to Cummins Inc. of $2,726 million, compared with $25,134 million in net sales and $2,250 million in net income for the first nine months of 2025. Diluted earnings per share attributable to Cummins Inc. were $19.70 for the nine-month period, versus $16.23 in the prior-year period, the filing stated.

On the balance sheet, the filing reported total assets of $36,586 million at September 30, 2026, with cash and cash equivalents of $3,571 million. Long-term debt stood at $6,634 million. Total equity was $14,346 million, of which $13,331 million was attributable to Cummins Inc. shareholders. For the nine months ended September 30, 2026, the company reported capital expenditures of $741 million, dividend payments on common stock of $854 million, and repurchases of common stock of $827 million, according to the cash flow statement.

What Was Disclosed

Cummins Inc. filed its unaudited Form 10-Q for the quarter ended September 30, 2026, disclosing income statement, balance sheet, and cash flow data, including quarterly net sales of $9,438 million, diluted EPS of $8.25, and total assets of $36,586 million.