Stock AnalizCummins (CMI) earnings for the quarter ended September 2026: EPS misses estimates
Cummins reported results for the quarter ended September 2026 on November 5, 2026. Adjusted earnings per share came in at $8.25 against the analysts’ average forecast of $8.28, a miss of 0.4%.
Revenue for the quarter was $9.44 billion, up 13.5% from $8.32 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 4.6% on the first trading day after the report.
The last four quarters
Cummins has beaten the analysts’ EPS forecast in 0 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $8.25 | $8.28 | −0.4% | +13% | −4.6% |
| Jun 2026 | $6.73 | $7.17 | −6.1% | +9% | +0.2% |
| Mar 2026 | $4.71 | $5.62 | −16.2% | +3% | +9.0% |
| Dec 2025 | $4.27 | $5.02 | −14.9% | — | −4.6% |
What comes next
Analysts expect EPS of $7.85 for the next quarter on average and $27.73 for the fiscal year ending December 31, 2026.
The average analyst price target is $642.72, 42% above the current price of $452.18.
Valuation and score
Cummins scores 3.8 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 18.9, and its intrinsic value under moderate assumptions is about 9% above the current market value. Full Cummins analysis with 10 years of financials
Frequently asked questions
What was Cummins’s EPS for the quarter ended September 2026?
$8.25 adjusted per share, against an analyst consensus of $8.28.
How much revenue did Cummins report?
$9.44 billion, up 13.5% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.