Machinery
Cummins posted a 9% revenue increase in Q2 FY2026 to $9.5 billion, driven by power generation demand, while net income grew 5% to $932 million despite rising cost headwinds.
Key risk: Concentration risk in power generation and data center markets
A significant portion of recent revenue growth is tied to demand from data centers and power generation; any slowdown in data center construction or shift in energy policies could reduce sales.
Other Construction Machinery & Heavy Transportation Equipment companies