Cummins Inc.

(New York Stock Exchange)
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Bullish +55

Cummins stock heads toward November 5 earnings test

Earnings report AI-generated analysis

πŸ“… Cummins is scheduled to report third-quarter 2026 results before the US market opens on Thursday, November 5.

πŸ’° Analysts forecast EPS of $8.21 and revenue of $9.87 billion for the quarter ending September 30, 2026.

πŸ“ˆ Expected growth implies a 46.9% increase in earnings and an 18.7% increase in sales compared to the year-earlier quarter.

⚠️ The second quarter of 2026 saw revenue exceed consensus while earnings fell $0.48 short of expectations, creating a mixed reference point.

🏭 Cummins supplies engines and power systems for commercial vehicles, industrial equipment, and data center applications.

πŸ“Š MarketBeat highlights that the company has beaten consensus earnings estimates in seven of its last eight quarters.

πŸ” Investors are closely assessing whether demand for power-generation equipment can offset pressure in other engine markets.

πŸ’¬ The upcoming report will provide a fresh view of quarterly sales, profitability, and management's outlook for the rest of 2026.

Bullish Signals
  • Analysts forecast third-quarter earnings of $8.21 per share, representing an expected 46.9% growth compared to the year-earlier quarter.
  • Analysts forecast third-quarter revenue of $9.87 billion, representing an expected 18.7% growth compared to the year-earlier quarter.
  • Cummins has beaten consensus earnings estimates in seven of its last eight quarters, demonstrating a strong track record of profitability.
Risk Factors
  • The second quarter of 2026 reported earnings that fell $0.48 per share short of expectations despite revenue exceeding consensus.
  • Investors are concerned about whether demand for power-generation equipment can fully offset pressure in other engine markets.
Full Analysis
Cummins Inc. is preparing to release its third-quarter 2026 earnings report before the US market opens on November 5, with analysts expecting a significant beat in both earnings and revenue compared to the year-earlier quarter. Analysts forecast EPS of $8.21 and revenue of $9.87 billion for the upcoming quarter, representing an expected growth of 46.9% in earnings and 18.7% in sales versus the same period last year. The company's recent performance presents a mixed backdrop as the second quarter saw revenue exceed consensus while earnings missed expectations by $0.48 per share, raising investor focus on margin performance and demand trends for power-generation equipment. MarketBeat notes that Cummins has beaten estimates in seven of its last eight quarters, making the upcoming report critical for assessing whether strong sales can translate into profitability amidst pressure in other engine markets.