CMI · News · 20260804N

End-Market Demand Trends

CUMMINS INC · 2026-08-04 · Importance 62 · Surprise 58

Cummins reported robust customer orders for standby power equipment serving AI-driven data centers, alongside improving North American truck markets. Power Systems revenue increased 19% year over year, reflecting strong generator demand, while international construction activity and China also strengthened. A multi-year backup-power genset agreement with a global hyperscaler is expected to support continued data-center growth.

Key facts

• Management cited robust customer orders for standby power for data centers as a driver of results. source