CMI · Q4 FY25 · Oct 1 – Dec 31, 2025
Cummins Q4 FY25: where the revenue came from and where it went
Cummins Q4 FY25: revenue $8.5B (+1% year over year). Net profit $0.6B. Largest cohort Distribution $3.3B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Oct 1 – Dec 31, 2025
- Reported
- Feb 10, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$8.5B
+1% year over year
Gross profit$2B
23% margin
Operating profit$0.8B
10% margin
Net profit$0.6B
7% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 8.5 | 100% | +1% |
| Distribution | 3.3 | 39% | +7% |
| Components | 2.1 | 25% | −7% |
| Engine | 2 | 24% | −4% |
| Power Systems | 1.1 | 13% | +7% |
| Accelera | 0.1 | 1% | +45% |
| Cost of revenue | −6.6 | 78% | |
| Gross profit | 2 | 23% margin | −1pp |
| Research & development | −0.4 | 4% | +0pp |
| SG&A | −0.7 | 9% | +0pp |
| Operating profit | 0.8 | 10% margin | +1pp |
| Tax | −0.2 | ||
| Net profit | 0.6 | 7% | +2pp |
Older quarters
-
Q1 FY26 3/2026Revenue $8.4B Net margin 8%
-
Q3 FY25 9/2025Revenue $8.3B Net margin 7%
-
Q2 FY25 6/2025Revenue $8.6B Net margin 11%
New results in your inbox
When a big company reports, you get the diagram before anyone has time to comment on it. No spam, one-click unsubscribe.