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Cummins vs BWX Technologies: CMI and BWXT compared
Cummins is the larger company: $9.4B of revenue in its latest quarter (Q3 2026) against $953M for BWX Technologies (Q3 2026). Cummins is growing faster (+14% against +10% a year earlier). Cummins is more profitable, with an operating margin of 15.3% against 13.9%.
Where the money goes: CMI and BWXT
Cummins (CMI) · Q3 2026
Cummins, Q3 2026: revenue $9.4B (+14% year over year), operating margin 15.3%, net earnings $1.1B, operating cash flow $1.4B. The chart follows the revenue to costs, profit and cash.
BWX Technologies (BWXT) · Q3 2026
BWX Technologies, Q3 2026: revenue $953M (+10% year over year), operating margin 13.9%, net earnings $102M, operating cash flow $203M. The chart follows the revenue to costs, profit and cash.
| Cummins (CMI) | BWX Technologies (BWXT) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $9.4B | $953M |
| Revenue growth, Y/Y | +14% | +10% |
| Gross margin | 27.7% | — |
| Operating margin | 15.3% | 13.9% |
| Net earnings | $1.1B | $102M |
| Net margin | 12.1% | 10.7% |
| Operating cash flow | $1.4B | $203M |
| Free cash flow | $1.1B | $150M |
| Market value | $61.9B | $11.0B |
| P/E | 18.0× | 29.3× |
| Analysts’ mean target | $662.35 | $206.57 |
Where the revenue comes from
Cummins
- Distribution: $3.3B (35%)
- Components: $2.4B (25%)
- Engine: $2.4B (25%)
- Power Systems: $1.2B (13%)
Questions
Which is bigger, Cummins or BWX Technologies?
Cummins is the larger company: $9.4B of revenue in its latest quarter (Q3 2026) against $953M for BWX Technologies (Q3 2026).
Is Cummins or BWX Technologies growing faster?
Cummins is growing faster (+14% against +10% a year earlier).
Which is more profitable, Cummins or BWX Technologies?
Cummins is more profitable, with an operating margin of 15.3% against 13.9%.
More: Cummins earnings · how Cummins makes money · BWX Technologies earnings · how BWX Technologies makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Nov 2, 2026). Fiscal quarters can end on different dates. Not investment advice.