Cummins Inc

CMI: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Cummins Earnings: Data Centers May Be Changing the Narrative, Trucks Worsening

George Maglares

Aug 5, 2025

Cummins reported a 2% decline in sales in the second quarter, but an impressive 18% gain in EBITDA, with outstanding performance related to its data center offerings offsetting a worsening outlook for the core trucks business. Tariff impacts appear to be minimal for now.

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Cummins Inc

Cummins Earnings: Data Centers May Be Changing the Narrative, Trucks Worsening

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