CMI · News · 20260805N

End-Market Demand Trends

CUMMINS INC · 2026-08-05 · 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

• Cummins attributed stronger Q2 performance to improving North American truck markets and stronger activity in China. source