CMI · News · 20260806N

Guidance / Outlook

CUMMINS INC · 2026-08-06 · 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

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiveprobableRaised 2026 revenue outlook to $37-$38 billion (as reported by MarketBeat summary).