Cummins Raises Full-Year Guidance Following 9.4% Q2 Revenue Growth

Key Facts

1Cummins reported a 9.4% year-over-year increase in Q2 revenue to $9.46 billion.

2Management raised full-year revenue growth guidance to a range of 10-13%.

3Growth was primarily driven by strong demand in power generation and data centers.

Cummins reported a 9.4% year-over-year increase in Q2 revenue to $9.46 billion, according to AD HOC NEWS. Following the results, management raised its full-year revenue growth guidance to a range of 10% to 13%. This growth was primarily driven by robust demand in the power generation and data center sectors, which helped offset weaker performance in truck-related business segments.

CMI closed at $528.32 on October 2, 2026, with the stock trading between a day low of $521.42 and a high of $531.26 during the session. AD HOC NEWS reported that net income rose 4.7% to $932 million, while the company's market capitalization stood at $72.7 billion. The firm also lifted its full-year EBITDA margin outlook to 18.0%-18.5%, supported by Power Systems revenue which reached $2.26 billion during the second quarter.