What Cummins's latest 10-Q says: 6 signals
Cummins filed its latest 10-Q with the SEC on Aug 4, 2026. It discusses debt refinancing, divestiture and inventory issue.
Public (CMI)Motor Vehicle Manufacturing10,000+ employeescummins.comLinkedIn
- Filed
- Aug 4, 2026
- Filings
- 2
- Signals
- 17
10-Q · latest 10
What Cummins's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 6 signals
Cummins' Accelera segment has partnered with truck manufacturers PACCAR and Daimler, and technology partner Eve Energy, to create a new battery cell production joint venture.
battery cellsPACCAR Inc.Daimler Trucks And Buses US Holding LLCEve Energy
Cummins paid $175M in Q1 2026 to exit its low-pressure fuel cell business and settle claims.
The company incurred a $175 million net payment to sell its low-pressure fuel cell business and resolve associated customer claims.
$175M
net payment to sell low pressure fuel cell business and resolve claims
fuel cell
The company cited "unfavorable changes in inventories" as a drag on working capital, with inventory levels increasing by over $575 million since year-end 2025.
$575M
Increase in inventories from Dec 31, 2025 to June 30, 2026
Wells Fargo Bank, N.A.Standard and Poor’s Rating ServicesMoody’s Investors Service, Inc.Eve Energy
Cummins executed interest rate swaps on $350M of senior notes in H1 2026.
The company is actively managing its debt profile by converting $350 million of its 2054 senior notes from a fixed to a floating rate.
$350M
senior notes converted from fixed to floating rate via interest rate swaps
- SEC EDGAR
10-Q
Filed · 11 signals
Cummins paid $175M to sell its low-pressure fuel cell business and settle claims.
The company incurred a $175 million net payment to divest its low-pressure fuel cell business and resolve associated customer claims.
$175M
Net payment for sale of low pressure fuel cell business and settlement of claims
fuel cell
Inventory turnover slows and DSO increases, making working capital a 'prime focus'
Cummins' inventory turnover has decreased from 4.2 to 4.0, and Days' Sales Outstanding (DSO) has increased from 60 to 67 days year-over-year.
Wells Fargo Bank, N.A.
Management identifies working capital as a "prime focus of attention".
The company explicitly states that managing working capital is a top priority.
Cummins executed interest rate swaps on $150M of senior notes in Jan 2026.
The company is actively managing its debt portfolio and interest rate exposure by converting $150M of fixed-rate debt to a floating SOFR-based rate.
$150M
Amount of senior notes converted from fixed to floating rate via interest rate swaps
Cummins leverages a $564M supply chain financing program to manage payments
Cummins is using a large-scale supply chain financing program with a capacity of $564 million, indicating a strategic focus on optimizing working capital and mitigating supplier risk.
$564M
Maximum capacity of supply chain financing programs
Cummins establishes $500M accounts receivable sales program with Wells Fargo
Cummins has established a $500 million facility with Wells Fargo to sell accounts receivable, a key tool for managing liquidity and working capital.
$500M
Board approved limit for accounts receivable sales agreement
Wells Fargo Bank, N.A.
Showing 10 of 17 filing signals. The Signal API returns all of them.
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Cummins earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Investing $200M to double large engine production capacity.Cummins is near completion of a $200M investment to double its large engine capacity to meet surging demand from data centers, presenting a scaling challenge and opportunity for vendors in manufacturing, logistics, and supply chain management. | |
| Conducting strategic review of electrolyzer business amid weak demand.The company took a $240M noncash charge and is reassessing the future of its Accelera electrolyzer business due to a sharp drop in demand, signaling potential restructuring, divestment, or partnership opportunities. | |
| Investing in new engine platforms to meet upcoming 2027 emissions regulations.The company is actively investing in R&D and deploying new engine platforms to comply with 2027 emissions standards, reflected in higher engineering costs. This long-term investment creates opportunities for suppliers, technology partners, and testing/simulation providers involved in engine development. | |
| Navigating significant cost and uncertainty from tariffs.Tariffs are a recurring negative impact on profitability across all segments. The company is actively working to mitigate these costs through pricing and other actions, creating an opening for cost-saving solutions. | |
| Intensifying focus on cost containment and operational efficiencies.Faced with declining truck volumes and tariff impacts, management is prioritizing cost control and efficiency improvements, creating opportunities for vendors with solutions that reduce costs or improve productivity. | |
| Launching stationary energy storage solutions for data center applications.Cummins is expanding its portfolio to capture more data center wallet share by investing in and launching new stationary energy storage solutions. This move into a new product category opens doors for suppliers in battery technology, power electronics, and control systems. |
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Source. Quarterly reports (Form 10-Q) 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 .