CMI · News · 20260804N
Guidance / Outlook
CUMMINS INC · 2026-08-04 · Importance 85 · Surprise 76 · In source text
Cummins raised its full-year 2026 revenue-growth outlook to 10%-13%, implying approximately $37 billion-$38 billion of revenue. Management also increased its full-year EBITDA-margin outlook to 18.0%-18.5%. The improved outlook reflects stronger standby-power orders from data centers, improving North American truck markets, and stronger activity in China. The company expects these demand trends to support growth in the second half of 2026.
Key facts
- Raised full-year 2026 revenue guidance to 10%-13% growth and EBITDA margin outlook to 18.0%-18.5%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| margin | positive | probable | — | Raised full-year 2026 revenue guidance to 10%-13% growth and EBITDA margin outlook to 18.0%-18.5%. |