CMI · 8-K · 20260804PR000026

End-Market Demand Trends

CUMMINS INC · 2026-08-04 · Importance 60 · Surprise 40

Cummins reported robust customer orders for standby power supporting data centers and improving North American truck markets. Power Systems sales increased 19% to $2.3 billion, with North American and international revenues each up 19%, driven primarily by data-center power-generation demand in the United States, China and Asia Pacific. Engine segment sales increased 6% to $3.1 billion, including a 23% increase in international sales from stronger construction demand in China, while Components sales increased 7% to $2.9 billion on stronger truck demand in the United States and China.