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Cummins’ $1.4 Billion CapEx Push — Capacity Expansion Meets Surging Power Demand!

Cummins Inc. reported record second quarter 2026 revenues of $9.5 billion, marking a 9% increase year-over-year, driven primarily by higher global demand in power generation markets—especially data centers—and international construction. EBITDA reached a record $1.7 billion (17.5% of sales), up from $1.6 billion a year prior, despite a slight margin contraction due to rising tariffs and increased variable compensation tied to projected full-year earnings. North American revenues increased 8%, supported by stronger medium-duty truck sales and power generation, while international revenues rose 12%, with notable momentum in China driven by data center demand, construction equipment, and truck exports. India saw a more modest 6% revenue gain amid steady industry activity. The company continues to advance its power generation portfolio and capacity, unveiling plans for a 130-liter natural gas generator and securing a multi-year agreement with a global hyperscaler for backup power demand. Regulatory clarity emerged following the U.S.