Cummins reported stronger demand in North American on-highway markets. China construction demand also improved, alongside demand for power-generation products. The commentary indicates resilience across these end markets, although truck-market softness remains a potential area of weakness.
Key facts
The company said the raised 2026 revenue outlook is driven by stronger demand in North American on-highway, China construction, and power generation. source
The company noted risks including truck market softness and policy uncertainties. source