StocksMedium•5 November 2026•
1 min read
Cummins EBITDA Jumps 50% to $1.8 Billion Despite Revenue Miss
Key Facts
1Cummins reported record quarterly EBITDA of $1.8 billion, representing a 50% year-over-year increase.
2Revenue reached $9.4 billion, falling short of Wall Street estimates of $9.85 billion.
3Power Systems sales grew 15% to $2.3 billion, driven by AI data center demand.
Cummins reported record quarterly EBITDA of $1.8 billion for the third quarter of 2026, representing a 50% increase year-over-year. According to scanx.trade, the company's revenue reached $9.4 billion, falling short of the $9.85 billion expected by Wall Street analysts. The profitability was bolstered by a 15% growth in Power Systems sales, which reached $2.3 billion due to robust demand from AI data centers.
CMI closed at $471.84 on November 4, 2026, with the stock trading between a day low of $471.05 and a high of $499.26 during that session. Despite the overall revenue miss, the company's engine and components segments showed growth, while management narrowed its full-year fiscal 2026 revenue guidance to approximately $37.0 billion.