Cummins (CMI) Q2 2026 Earnings Call Transcript

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DATE

Tuesday, Aug. 4, 2026 astatine 11 a.m. ET

CALL PARTICIPANTS

• Executive Director of Investor Relations - Nicholas Arens

• Chair and Chief Executive Officer - Jennifer Rumsey

• Executive Vice President and Chief Financial Officer - Mark Smith

Full Conference Call Transcript

Operator: Greetings, and invited to the Second Quarter 2026 Cummins Inc. Earnings Conference Call. [Operator Instructions] As a reminder, this league is being recorded. It is present my pleasance to present Nick Arens, Executive Director of Investor Relations. Please spell ahead.

Nicholas Arens: Thank you, Paul. Good morning, everyone, and invited to our teleconference contiguous to sermon Cummins results for the 2nd 4th of 2026. Participating with maine contiguous are Jennifer Rumsey, our Chair and Chief Executive Officer; and Mark Smith, our Chief Financial Officer. We volition each beryllium disposable to reply questions astatine the extremity of the teleconference. Before we start, delight enactment that immoderate of the accusation that you volition perceive oregon beryllium fixed contiguous volition dwell of forward-looking statements wrong the meaning of the Securities and Exchange Act of 1934. Such statements explicit our forecasts, expectations, hopes, beliefs and intentions connected strategies regarding the future.

Our existent aboriginal results could disagree materially from those projected successful specified forward-looking statements due to the fact that of the respective risks and uncertainties. More accusation regarding specified risks and uncertainties is disposable successful the forward-looking disclosure connection successful the descent platform and our filings with the Securities and Exchange Commission, peculiarly the Risk Factors conception of our astir precocious filed yearly study connected Form 10-K and immoderate subsequently filed quarterly reports connected Form 10-Q. During this call, we volition beryllium discussing definite non-GAAP fiscal measures, and we volition notation you to our website for the reconciliation of those measures to GAAP fiscal measures.

Our property merchandise with a transcript of the fiscal statements and a transcript of today's webcast presumption are disposable connected our website wrong the Investor Relations conception astatine cummins.com. With that retired of the way, I volition crook you implicit to our Chair and CEO, Jennifer Rumsey, to footwear america off.

Jennifer Rumsey: Thank you, Nick. Good morning. I'll commencement with a summary of our 2nd 4th accomplishments and fiscal results, past sermon our income and extremity marketplace trends by region. I volition decorativeness with a treatment of our outlook for 2026. Mark volition past locomotion you done further details connected our 2nd 4th show and our afloat twelvemonth forecast. Before getting into the details of our performance, I privation to item a fewer large events from the quarter. In May, we hosted our 2026 Analyst Day, wherever we raised our 2030 fiscal targets and reinforced our committedness to returning superior to shareholders. This reflects that our strategy is working.