Cummins Sees Recovery in Truck Demand and Strong Data-Center Power Orders Through 2028
Cummins Inc. (NYSE:CMI) reported a recovery in North American truck demand, driven by improved fleet profitability and regulatory clarity around the 2027 emissions rules. The company expects sustained demand into mid-2026 despite potential cost increases from new regulations. In addition to trucking, Cummins is experiencing robust orders for data-center power solutions, with its QSK95 generator in high demand through late 2028. Supply constraints are affecting larger engines but the company remains confident it will exceed $9 billion in data-center exposure by 2030. Cummins plans to expand prime-power capacity and develop natural-gas generation and battery-storage offerings, while also addressing losses at its Accelera business. The firm continues investing in emissions technology, dividends, and share repurchases.
Topics: data centers emissions regulations generators trucking demand