Cummins posts revenue rise as data center demand offsets truck slump
The truck engine maker reported a slight revenue increase today as demand for data center backup power offset a slowdown in North American truck sales.
Insights:
Cummins Inc. announced today that its fourth-quarter revenue rose 1% to $8.54 billion, while the company recorded $218 million in charges related to its Accelera electrolyzer business. These charges, which were taken during a strategic review of Accelera (Cummins' clean energy segment), significantly reduced reported quarterly earnings and resulted in a $1.54 per-share impact. The financial results and the associated charges are material to the near-term performance and strategic positioning of the company in clean-energy technologies within the US 
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US.The $218 million in charges tied to the Accelera electrolyzer business reflect a reassessment of the clean-energy segment amid shifting hydrogen adoption expectations. This strategic dimension highlights a change in positioning for Accelera (Cummins' clean energy segment) as market conditions evolve. The announcement of these charges coincided with the release of the company's 2026 revenue guidance, marking a pivotal moment in its financial reporting.
