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Cummins Inc. (CMI) Q4 2025 Earnings Call Transcript

February 5, 2026
in Market & News
Reading Time: 4 mins read
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Cummins Inc. (CMI) Q4 2025 Earnings Call Transcript
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Cummins Inc. (CMI) Q4 2025 Earnings Call February 5, 2026 10:00 AM EST

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Company Participants

Nicholas Arens – Executive Director of Investor Relations and Business Analysis & Planning
Jennifer Rumsey – CEO & Chairman of the Board
Mark Smith – CFO & VP

Conference Call Participants

Jerry Revich – Wells Fargo Securities, LLC, Research Division
Robert Wertheimer – Melius Research LLC
Jamie Cook – Truist Securities, Inc., Research Division
Angel Castillo Malpica – Morgan Stanley, Research Division
David Raso – Evercore ISI Institutional Equities, Research Division
Steven Fisher – UBS Investment Bank, Research Division
Kyle Menges – Citigroup Inc., Research Division
Noah Kaye – Oppenheimer & Co. Inc., Research Division
Timothy Thein – Raymond James & Associates, Inc., Research Division
Charles Albert Dillard – Bernstein Institutional Services LLC, Research Division

Presentation

Operator

Greetings. Welcome to the Fourth Quarter and Fiscal Year 2025 Cummins Inc., Earnings Conference Call. [Operator Instructions]

Please note, this conference is being recorded. I’ll now turn the conference over to Nick Arens, Executive Director of Investor Relations. Thank you. You may now begin.

Nicholas Arens
Executive Director of Investor Relations and Business Analysis & Planning

Thank you, Rob. Good morning, everyone, and welcome to our teleconference today to discuss Cummins’ results for the fourth quarter and full year of 2025. Participating with me today are Jennifer Rumsey, our Chair and Chief Executive Officer; and Mark Smith, our Chief Financial Officer. We will all be available to answer questions at the end of the teleconference.

Before we start, please note that some of the information that you will hear or be given today will consist of forward-looking statements within the meaning of the Securities Exchange Act of 1934. Such statements express our forecasts, expectations, hopes, beliefs and intentions on strategies regarding the future. Our actual future results could differ materially from those projected in such forward-looking statements because of a number of risks

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