Cummins Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
19.3%projected annual EPS growth
Analyst Coverage
18analysts covering
FY Revenue (est.)
$37.8Bnext fiscal year
FY EPS (est.)
$28.87next fiscal year
Monitoring Framework
Key Performance Indicators
Power Systems Segment EBITDA Margin Quarterly2,950.0%Target: 25.0% - 26.0% (Full-Year 2026 Guidance)
Full-Year Revenue Growth Guidance Annually1,100.0%Target: 8.0% - 11.0% (Upgraded from 3.0% - 8.0%)
Full-Year EBITDA Margin Guidance Annually1,850.0%Target: 17.75% - 18.50% (Upgraded from 17.0% - 18.0%)
Watch Items
- Model Year 2027 HELM Engine Platform TransitionTrigger: Phased launch of X10 and X15 platforms through 2027-2028Action: Monitor fleet customer adoption rates, regulatory compliance flexibilities, and potential margin compression from launch costs.
- Data Center Backup Power DemandTrigger: Global power generation revenue growth of 15% to 25% in 2026Action: Track capacity additions in North America and international markets (especially China) to verify secular electricity supercycle tailwinds.
- Accelera Segment LossesTrigger: Deliberate sale of low-pressure fuel cell business to Alstom in Q1 2026Action: Evaluate the scaling back of hydrogen ambitions and its impact on reducing overall segment EBITDA drag.
Research as of 2 Sep 2026