Cummins lifts 2026 revenue outlook on power demand

Cummins raised its 2026 revenue forecast to 8%-11% growth due to strong demand for generators. First-quarter revenue hit $8.4 billion as truck markets improved.

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CUMMINS INC raised its 2026 revenue growth forecast to 8%-11% on Tuesday, sending shares up 4% in the premarket. The United States manufacturer previously projected 3%-8% growth before seeing a surge in AI-driven data-center generator demand. Improving North American truck markets signal a recovery from cyclical lows, offering investors a clearer path for industrial growth.

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