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Cummins powers record margins as data centre demand offsets truck weakness

11:48pm on Thursday 5th of November, 2026 AEDT • Industrials
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Cummins powers record margins as data centre demand offsets truck weakness

11:48pm on Thursday 5th of November, 2026 AEDT
Key Points
  • US$9.4 billion third-quarter revenue, up 13%
  • GAAP net income more than doubled to US$1.14 billion
  • Record 18.9% EBITDA margin, a non-GAAP measure
  • Full-year revenue growth outlook narrowed to approximately 10%
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