Cummins Inc
CMI: XNYS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|Kx | LOCK|h?>D | LOCK|$$f&LqF |
Cummins Earnings: Data Center Continues to Lead the Way; 2026 Margins Underwhelming
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.
