Earnings call briefSecond-quarter 2026
Cummins raises its 2026 China revenue outlook to about 15% growth
Cummins also said its 2026 North America heavy-duty truck forecast is now 240,000 to 250,000 units, up from 230,000 to 250,000.
GetSignal Cummins CMI
Cummins said on its second-quarter call that it now expects total China revenue, including joint ventures, to increase approximately 15% in 2026, up from its prior outlook of up 10%.
Chief Financial Officer Mark Smith said next year's incentive compensation reset could be in the order of $200 million.
Quotes from the call
“Well, next year, it could be in the order of like $200 million.”
Key facts from the call
- Expected 2026 China revenue growth
- Approximately 15%, up from 10%
- Expected 2026 Accelera revenues
- $350 million to $400 million, up from $300 million to $350 million
- Expected 2026 Accelera net losses
- $260 million to $290 million, compared with prior guide of negative $270 million to $300 million
Source: Cummins' second-quarter 2026 earnings call, August 4, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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