NYSE:CMIMachinery
Does Cummins’ Data Center Boost And Guidance Hike Change The Bull Case For CMI?
Cummins Inc. recently reported first-quarter 2026 results showing sales of US$8,398 million versus US$8,174 million a year earlier, with net income of US$654 million, and raised its full-year 2026 revenue guidance to an 8%–11% increase on stronger North American on-highway and power generation demand.
The company’s Power Systems segment is benefiting from heightened data center power needs while exiting its low-pressure fuel cell business, sharpening its focus on higher-return zero-emission...