CMI · 10-Q · 2026Q3 · Full report

Geographic Revenue Performance

CUMMINS INC · 2026-11-05 · Importance 42 · Surprise 40

Third-quarter international sales increased 11%, mainly on higher sales in China, Asia Pacific, and Latin America, with increased power generation demand supporting the gain. For the first nine months, international sales increased 13%, with higher sales in China, Asia Pacific, and Europe, driven by power generation and construction equipment demand as well as favorable currency movements. U.S. and Canada sales rose 15% in the quarter and 6% year to date, primarily on stronger power generation and medium- and heavy-duty truck markets. Segment commentary also identifies India and Western Europe as sources of stronger demand for emission solutions, and China and India for components and software.

Key facts

• Cummins' U.S. and Canada sales improved 15 percent in the three months ended September 30, 2026, driven by higher medium- and heavy-duty truck and power-generation demand. source
• Cummins' international sales improved 11 percent in the three months ended September 30, 2026, mainly due to higher sales in China, Asia Pacific and Latin America, with the increase primarily due to higher power-generation demand. source
• Cummins' international sales improved 13 percent in the nine months ended September 30, 2026, primarily due to higher sales in China, Asia Pacific and Europe. source
• Cummins' U.S. and Canada sales improved 6 percent in the nine months ended September 30, 2026, mainly due to higher power-generation and medium- and heavy-duty truck demand. source
• Cummins serves markets including China, Brazil, India, Mexico, and countries in Europe, the Middle East and Africa, which it identifies as carrying higher levels of risk. source