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What changed in CMI's 10-Q
Source: 10-Q filed 2026-05-05 · compared against 10-Q 2025-11-06. Every passage below is quoted verbatim from the filing itself.
Tariff Discussion
This filing
On February 20, 2026, the U.S. Supreme Court ruled that U.S. tariffs imposed under the International Emergency Economic Powers Act (IEEPA) on goods imported into the U.S. were unauthorized.
Product Portfolio
This filing
Our five reportable segments - Engine, Components, Distribution, Power Systems and Accelera - offer a broad portfolio, including advanced diesel, electric and hybrid powertrains
Service Network
This filing
approximately 640 wholly-owned, joint venture and independent distributor locations and more than 13,000 Cummins certified dealer locations
Accounting Policy
This filing
In December 2025, the FASB issued ASU 2025-10...which establishes accounting requirements for grants received by a business entity.
Risk Factors
This filing
changes in international, national and regional trade laws, regulations and policies;
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.