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CUMMINS INC FY 2025 10-K, explained in plain English

CMI · 10-K for the period ending December 31, 2025, filed February 10, 2026 · Read the original on SEC.gov →

Key financials — as reported

Total revenue$33.7B
Gross margin25.3%
Operating income$4.0B
Net income— not reported
Diluted EPS$20.50
Cash & equivalents— not reported
Total assets$34.0B
Long-term debt$6.8B

Key takeaway

2025 net sales declined 1% to $33.7 billion, with weaker North American heavy- and medium-duty truck demand offsetting strength in power generation, especially data centers and China.

🔒 4 more takeaways in the full analysis

Beneath the surface

Despite $6.8 billion in long-term debt, Cummins holds $3.6 billion in cash and marketable securities plus $354 million commercial paper offset, leaving a substantial net debt position that isn't obvious from headline debt alone.

🔒 3 more insights a headline reader would miss

This is the free preview. The full analysis explains every line item above and includes 7 more findings — plus insider trades, activist stakes, and 8-K events for CMI.

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