Cummins made record profits last quarter thanks to the AI data center boom, but cut its sales outlook due to fewer pickup truck orders.

Nov 5, 2026, 11:25 AM ETResultsRead the original at Benzinga

Neutral

Cummins posted record profits and grew data-center power sales, but sales missed estimates and weaker pickup orders lowered the top of its forecast. These gains and setbacks leave its outlook mixed.

CMI · Cummins Inc.

AI read · Neutral

The AI's read

Demand for data-center equipment and more heavy-duty truck shipments lifted several businesses. Weaker pickup orders hurt the company’s forecast, and its Accelera business posted a loss. These gains and setbacks pull in different directions, leaving no clear change to Cummins’ outlook.

Get alerts for CMI

Follow Cummins Inc. (CMI) free. When we publish a story about it, you get the plain-English explanation as an alert.

Get alerts for CMI

Free on the App Store and Google Play, or on the web.