Cette section n'est pas encore traduite. Le contenu ci-dessous est affiché en anglais, tel qu'il a été publié. Lire la version anglaise.
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.
View original source (opens in a new tab)
Read the original: Cummins (results release): 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 (opens in a new tab)
We summarise in our own words and link the source. Figures are as reported by the source and not independently verified. Report a correction.
Related index data
A supplier link means the company is named in the story or offers this kind of product. It does not mean a contract unless the story says so.
More in Gensets & On-site Power
- BloombergNEF tracks 181 GW of gas-fired generation proposed alongside data centres, more than 90% of it in the US, and sees data centre demand almost quadrupling by 2035 11 Nov 2026
- Firmus tells a Tasmanian parliamentary inquiry its AI data centre diesel generators are for emergencies only, while appealing a council condition that says so 10 Nov 2026
- SoftBank books a US$3.7 billion loss on advance payments for power equipment at US data centre projects, including Pike County, Ohio, after plans changed 10 Nov 2026