| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 4, 2026 | 10/12 | 2 medium flags | 1 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Distribution FY2026 EBITDA margin of 13.7% to 14.7% Full year not complete; guide revised down to 13.5-14.25% this quarter, a cut despite record segment revenue. |
| Q2'26 | Pending | Power Systems FY2026 EBITDA margin of 25% to 26% Full year not complete; guide revised to 25-25.75% this quarter, a cut to the top end that should be tracked. |
| Q2'26 | Pending | FY2026 total company revenue to increase 8% to 11% Fiscal year not yet complete; guidance was revised upward to 10-13% this quarter, a raise, not a delivery or a miss. |
| Q2'26 | Delivered | Management will discuss updated long-term strategy and financial targets at Analyst Day on May 21st Confirmed hosted; Cummins raised its 2030 financial targets at the event. |
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