CMI · 8-K · 20260804PR000026

Geographic Market Commentary

CUMMINS INC · 2026-08-04 · Importance 48 · Surprise 40

Second-quarter North American sales increased 8%, while international revenues increased 12%, led by growth in China. Engine revenues rose 23% internationally on stronger Chinese construction demand, and Components international sales increased 8% primarily because of stronger truck demand in China. Distribution international sales increased 1%, while Power Systems revenues grew 19% in both North America and international markets, with data-center demand highlighted in the United States, China and Asia Pacific.

Key facts

• Engine segment revenues in North America increased 1% and international sales increased 23% due to stronger construction demand in China (second quarter 2026) source
• International revenues increased 12% in the second quarter of 2026, led by growth in China source
• Sales in North America increased 8% in the second quarter of 2026 source
• Components segment revenues in North America increased 6% and international sales increased 8% (second quarter 2026) source