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Cummins (CMI) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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Cummins (CMI - Free Report) reported $8.64 billion in revenue for the quarter ended June 2025, representing a year-over-year decline of 1.7%. EPS of $6.43 for the same period compares to $5.26 a year ago.

The reported revenue represents a surprise of +1.99% over the Zacks Consensus Estimate of $8.47 billion. With the consensus EPS estimate being $4.99, the EPS surprise was +28.86%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Cummins performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Sales- Power System: $1.89 billion versus the six-analyst average estimate of $1.72 billion. The reported number represents a year-over-year change of +18.9%.
  • Net Sales- Components: $2.71 billion compared to the $2.7 billion average estimate based on six analysts. The reported number represents a change of -9.3% year over year.
  • Net Sales- Distribution: $3.04 billion versus $2.98 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +7.5% change.
  • Net Sales- Engine: $2.9 billion versus $2.81 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -8% change.
  • Net Sales- Intersegment Eliminations: $-2 billion versus $-1.85 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +7% change.
  • Net Sales- Accelera: $105 million compared to the $111.84 million average estimate based on six analysts. The reported number represents a change of -5.4% year over year.
  • Net Sales- Engine- Heavy-duty truck: $976 million versus $1.08 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -17.6% change.
  • Net Sales- Engine- Light-duty automotive: $486 million compared to the $444.17 million average estimate based on five analysts. The reported number represents a change of +5.4% year over year.
  • Net Sales- Engine- Medium-duty truck and bus: $950 million compared to the $983.13 million average estimate based on five analysts. The reported number represents a change of -11.6% year over year.
  • Net Sales- Engine- Off-highway: $487 million versus $432.62 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +12.7% change.
  • Net Sales- Components- Automated transmissions: $123 million compared to the $136.13 million average estimate based on three analysts. The reported number represents a change of -24.1% year over year.
  • Net Sales- Components- Drivetrain and braking systems: $1.1 billion compared to the $1.11 billion average estimate based on three analysts.

View all Key Company Metrics for Cummins here>>>

Shares of Cummins have returned +10.3% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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