Rob Wertheimer
Analyst, Milius Research
Replay available
Cummins Inc. (NYSE: CMI) Q1 2026 earnings conference call, held 2026-05-05. Replay captured from the company's public earnings webcast.

Analyst, Milius Research
Analyst, Wolf Research
Analyst, UBS
Analyst, J.P. Morgan
Analyst, Truist Securities
Chair and Chief Executive Officer
Analyst, Evercore ISI
Chief Financial Officer
Analyst, Morgan Stanley
Analyst, Raymond James
Analyst, Citigroup
Executive Director of Investor Relations
Analyst, Wells Fargo Securities
Analyst, Jefferies
Greetings and welcome to Cummins, Inc. First Quarter 2026 Earnings Conference Call. At this time, all participants are on a listen-only mode. A question and answer session will follow the formal presentation. If anyone requires operator assistance during the conference, please press star 0 on your telephone keypad. If you wish to register a question during today's conference, please press star 1 on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Nick Ahrens, Executive Director of Investor Relations. Thank you. Please go ahead. Thank you, Donna. Good morning, everyone, and welcome to our teleconference today to discuss Cummins results for the first quarter of 2026. Participating with me today are Jennifer Rumsey, our Chair and Chief Executive Officer, and Mark Smith, our Chief Financial Officer. We will all be available to answer questions at the end of the teleconference. Before we start, please note that some of the information that you will hear or be given today will consist of forward-looking statements within the meaning of the Security Exchange Act of 1934. Such statements express our forecasts, expectations, hopes, beliefs, and intentions on strategies regarding the future. Our actual future results could differ materially from those projected in such forward-looking statements because of several risks and uncertainties. More information regarding such risks and uncertainties is available in the forward-looking disclosure statement in the slide deck and our filings with the Securities and Exchange Commission, particularly the risk factors section of our most recently filed annual report on Form 10-K and any subsequently filed quarterly reports on Form 10-Q. During this call, we will be disc...