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Jun 30, 2025
Cummins Q2 2025 Earnings Report
Cummins posted solid results, with net income and profitability increasing despite a modest decline in revenue.
Key Takeaways
Cummins delivered strong earnings in Q2 2025, with increased net income and higher EPS despite a 2% revenue dip. The Power Systems and Distribution segments saw record profitability, while North American truck demand softened.
Net income rose to $890 million from $726 million in Q2 2024.
Revenue declined slightly to $8.6 billion, down 2% YoY.
EPS increased to $6.43 from $5.26 a year earlier.
Power Systems and Distribution segments delivered record profitability.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Cummins did not reinstate full-year guidance due to ongoing macroeconomic and regulatory uncertainty, especially in truck markets.
Positive Outlook
- Strong profitability in Power Systems and Distribution segments
- Stable aftermarket demand for parts and services
- Growth in international markets, especially Europe and China
- Dividend increased from $1.82 to $2.00 per share
- Launch of new 17-liter Centum generator with up to 1MW output
Challenges Ahead
- Sharp decline expected in North America truck build rates
- Reduced demand in on-highway markets in the US and Mexico
- No full-year revenue or profit guidance issued
- Continued regulatory and economic uncertainty
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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