CMI

AI Research

Q4 EPS $5.81 Beats $5.17 + Revenue $8.54B → 2026 Revenue Growth Guided at 3-8% With 17-18% EBITDA

Cummins reported Q4 2025 EPS of $5.81, exceeding the $5.17 consensus estimate, with revenue of $8.54 billion, demonstrating resilience in engine and power systems demand. The company declared a quarterly dividend of $2.00 per share ($8.00 annualized, 1.5% yield) paid on March 5, and guided 2026 revenue growth of 3-8% with EBITDA of 17-18% of sales. Twelve analysts rate CMI as Buy with an average $619.92 price target, though the stock trades at $544.29 (well within its $260-$618 52-week range), and insider selling by VP Amy Davis and institutional trimming by Holocene Advisors signal some caution about the pace of the North American truck demand recovery.