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.
Cummins did not reinstate full-year guidance due to ongoing macroeconomic and regulatory uncertainty, especially in truck markets.
Visualization of income flow from segment revenue to net income
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