Power generation demand fuels top-line growth
The Power Systems segment saw sales jump 19%, with data center and commercial applications leading the way, particularly in North America and China.
CUMMINS INC is expected to release its Q3 2026 10-Q filing in the upcoming earnings season. Last quarter: 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.
Drawn from management commentary in the Q2 2026 10-Q:
The Power Systems segment saw sales jump 19%, with data center and commercial applications leading the way, particularly in North America and China.
International sales (excluding U.S. and Canada) grew 12% in the quarter, accounting for 41% of total net sales, with China, Asia Pacific, and Europe as key contributors.
Gross margin dollars rose 8% but the margin rate declined 0.3 points to 26.1% as higher compensation and freight expenses offset volume and pricing benefits.
Revenue
$9.46B
+9.42% YoY
EPS (Diluted)
$6.73
+4.67% YoY
Gross Margin
26.1%
-0.3 pts YoY
Operating Income
$1.28B
+4.32% YoY
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