Headline: Cummins (CMI) Q4 Earnings: Revenue Expected to Drop, EBITDA Beat Analysts - 2026-02-09

[Para 1: The Lead] Cummins Inc. (NYSE:CMI), a leading manufacturer of diesel and natural gas engines, is set to release its Q4 earnings report on Thursday, February 9, 2026. Analysts anticipate a revenue decline of 4% year-over-year to $8.11 billion, following a 1.6% drop in the previous quarter. The company is expected to exceed earnings per share (EPS) estimates by $0.58 to $5.08, up from the $5.05 reported in Q4 2025. [Para 2-3: Supporting details & Context] Cummins previously outperformed revenue expectations by 5% in Q4 2025, marking a solid financial performance. Analysts have generally reaffirmed their estimates over the past month, indicating confidence in Cummins’s business trajectory. The heavy transportation equipment sector has shown resilience, with Greenbrier and PACCAR reporting revenue declines but topping analysts’ earnings estimates. Cummins’s stock has gained 13.8% over the last month, reflecting investor sentiment and an average analyst price target of $560.57, slightly below the current share price of $603.68.