CMI · 10-Q · 2026Q3 · Full report

AI Data Center Buildout

CUMMINS INC · 2026-11-05 · Importance 32 · Surprise 24

Higher demand for power generation equipment, especially in data center applications, contributed to worldwide revenue growth in the third quarter and first nine months of 2026. In North America, increased demand for power generation equipment—particularly for data centers—drove Distribution segment sales growth in both periods. Power Systems sales also rose on stronger power generation demand in North America and China. The filing provides no specific data-center order, backlog, or capacity figures.