Cummins is boosting its 2026 full-year outlook after a strong second quarter performance. North American sales, pushed by on-highway demand, are up 8%, the company says.
"Cummins delivered record second-quarter results, reflecting robust customer orders for standby power for data centers and improving North American truck markets," says Jennifer Rumsey, chair and CEO. "Rising demand and disciplined execution drove record performance as we continue to perform well in a complex macroeconomic environment."
Second quarter revenues were up 9% year over year to $9.5 billion.
Cummins' engines and components
Sales in the company's engine segment were up 6% to $3.1 billion in the quarter. Revenues in North America were up 1% and, internationally, 23%. In the second quarter, Cummins announced updated 2027 on-highway product launch plans as the EPA changed upcoming emissions regulations.
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Component sales were up 7% to $2.9 billion. Revenues in North America were up 6% and international sales were up 8%.
For Accelera, the company's electric vehicle division, sales were up 38% to $145 million, but it still registered an EBITDA loss of $69 million. Revenues were up on stronger emobility demand, Cummins says, and it remains committed to pacing and focusing zero-emissions investments while reducing the rate of ongoing EBITDA losses.
Distribution segment
Cummins' distribution segment sales were up 9% to $3.3 billion. Revenues in North America increased 13% and international sales were up 1% driven by increased demand for power generation products, particularly for data center applications, the company says.
2026 outlook
Cummins is raising its full-year 2026 revenue guidance to an increase of 10-13% due to stronger demand in North American on-highway and in China. The company plans to continue to generate strong operating cash flow and returns for shareholders, it says, and is still committed to the long-term goal of returning 50% of operating cash flow back to shareholders.
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"We're raising our financial outlook for 2026 as demand continues to outpace expectations across several key markets," Rumsey says. "North American truck markets continue to improve, while demand for data center power generation remains robust. Our market-leading positions and talented global workforce position us well to capitalize on these trends, meet our customers' needs, invest in future growth and continue delivering strong returns for shareholders."
