CMI · Q1 FY26 · Mar 31, 2026
Cummins Q1 FY26: where the revenue came from and where it went
Cummins Q1 FY26: revenue $8.4B (+3% year over year). Net profit $0.7B. Largest cohort Distribution $3.1B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Mar 31, 2026
- Reported
- May 5, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$8.4B
+3% year over year
Gross profit$2.2B
27% margin
Operating profit$0.9B
11% margin
Net profit$0.7B
8% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 8.4 | 100% | +3% |
| Distribution | 3.1 | 37% | +7% |
| Components | 2.1 | 25% | −6% |
| Engine | 2 | 24% | −4% |
| Power Systems | 1.1 | 13% | +25% |
| Accelera | 0.1 | 1% | +2% |
| Cost of revenue | −6.2 | 74% | |
| Gross profit | 2.2 | 27% margin | +0pp |
| Research & development | −0.4 | 4% | +0pp |
| SG&A | −0.8 | 10% | +1pp |
| Other | −0.1 | 1% | +0pp |
| Operating profit | 0.9 | 11% margin | −3pp |
| Tax | −0.2 | ||
| Net profit | 0.7 | 8% | −2pp |
Older quarters
-
Q4 FY25 12/2025Revenue $8.5B Net margin 7%
-
Q3 FY25 9/2025Revenue $8.3B Net margin 7%
-
Q2 FY25 6/2025Revenue $8.6B Net margin 11%
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