What Cummins's FY2025 10-K says: 12 signals
Cummins filed its latest 10-K with the SEC on Feb 10, 2026. It discusses competitor named, divestiture and restructuring.
Public (CMI)Motor Vehicle Manufacturing10,000+ employeescummins.comLinkedIn
- Filed
- Feb 10, 2026
- Period
- FY2025
- Fiscal year end
- 12/31
- Filings
- 1
10-K · latest 7
What Cummins's 10-K filings say
- SEC EDGAR
10-K · FY2025
Filed · Fiscal year ends 12/31 · 12 signals
Paid $1.9B in 2024 to settle emissions compliance claims with EPA & CARB
The company recorded a $2.0 billion charge to resolve claims related to emissions certification for approximately one million pickup truck engines.
$2B
charge recorded in Q4 2023 to resolve regulatory civil claims regarding emissions certification
dieselemissions certificationaftertreatmentStellantis N.V.
Engine segment faces competition from OEMs and independent manufacturers
Cummins identifies key competitors in its Engine segment, including other independent engine makers and truck OEMs that produce their own engines.
Weichai Power Co., Ltd.YuchaiDeutz AGDaimler
Components segment competes with Bosch, Borg-Warner, and Allison Transmission
Cummins lists its primary competitors for its Components segment, which includes aftertreatment, turbochargers, fuel systems, and transmissions.
aftertreatment systemsturbochargersfuel systemsdrivetrain systems
Incurred $458M in charges from restructuring Accelera zero-emissions unit in 2025
Due to deteriorating electrolyzer and hydrogen markets, the company is stopping new commercial activity in the electrolyzer space and consolidating manufacturing.
$458M
total charges in 2025 for Accelera actions (goodwill impairment, inventory write-downs, asset impairments, severance)
electrolyzerhydrogenzero emissionsalternative power
Completed divestiture of Atmus filtration unit for a $1.3B gain on March 18, 2024
The company completed a tax-free split-off of its remaining 80.5% stake in Atmus Filtration Technologies.
$1.3B
non-taxable gain associated with the divestiture of Atmus
80.5%
ownership of Atmus Filtration Technologies Inc. divested
filtration
Power Systems segment sales grew 16% driven by strong demand from data center markets.
The company is experiencing a significant growth surge in its Power Systems segment, fueled by high demand for power generation solutions in the data center industry.
16%
Year-over-year sales growth for the Power Systems segment.
power generationdieselnatural gasbattery energy storage systems
New tax law effective July 2025 creates incentive for R&D and capital spending
The 'One Big Beautiful Bill Act' allows for the immediate deduction of domestic R&D costs and restores 100% bonus depreciation for qualified property.
100%
bonus depreciation for qualified property
Showing 7 of 12 filing signals. The Signal API returns all of them.
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .