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Cummins posts record Power Systems sales of US$2.3 billion as data centres drive generator demand, with large genset orders running into late 2028
What changed
Cummins reported on 5 November that its Power Systems segment had record third-quarter 2026 sales of US$2.3 billion, up 15% on a year earlier, with segment EBITDA of US$582 million, or 25.4% of sales against 22.9%. The company said the rise came from power generation demand, particularly for data centre markets in the United States, China and Asia Pacific; sales of the power generation product line in Power Systems were US$1,557 million against US$1,280 million. On the earnings call, chief executive Jennifer Rumsey said orders for its largest generator sets extend into the second half of 2028, and the company said a supplier problem held back about US$200 million of shipments, mostly to be recovered in the fourth quarter. Cummins cut its 2026 group revenue growth guidance to about 10% because of weaker North American pickup truck demand, and expects Power Systems revenue to grow 15% to 18%. In August it was chosen to supply battery energy storage for a large US data centre project, its largest to date. Our comparison with Bloom Energy and Caterpillar is on the Investment page.
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