Cummins Inc

CMI: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Cummins Earnings: Data Center Continues to Lead the Way; 2026 Margins Underwhelming

George Maglares

Feb 5, 2026

While Cummins reported a 1% decline in sales to $33.7 billion and 4% decline in EPS in 2025 due to ongoing weakness in trucking markets, the company’s rapidly growing and hugely profitable exposure to data centers led to record results in its power systems and distribution segments.

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Cummins Inc

Cummins Earnings: Data Center Continues to Lead the Way; 2026 Margins Underwhelming

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