Welcome to our dedicated page for Cummins news (Ticker: CMI), a resource for investors and traders seeking the latest updates and insights on Cummins stock.
Cummins Inc. reports news on its global power technology business, including engines, components, distribution, power systems and Accelera by Cummins. Company updates commonly cover diesel, electric and hybrid powertrains, integrated power generation systems, aftertreatment, turbochargers, fuel systems, controls, transmissions, axles, brakes, battery and electric powertrain systems, and other zero-emissions technologies.
Recurring developments include quarterly operating results, segment performance, demand trends in truck markets and data center backup power, customer technology demonstrations, powertrain collaborations, emissions recall activity, dividend declarations and portfolio actions within Accelera.
Cummins (NYSE: CMI) announced that its Power Generation business was selected to supply battery energy storage systems (BESS) for a large U.S. data center project, its largest BESS deployment to date. The utility-scale system is designed to manage AI-driven load fluctuations, smooth demand spikes and enhance ride-through performance at the utility interconnection point.
The BESS, launched as a product line in May 2025, uses lithium iron phosphate chemistry, offers 5MWh nominal capacity, liquid cooling, and multiple safety and grid-interconnection certifications. It is intended for hyperscale and AI data center campuses and can integrate with diesel and natural gas generators or broader microgrid architectures.
Cummins (NYSE: CMI) reported record second-quarter 2026 revenues of $9.5 billion, up 9% year-over-year, driven by stronger North American on-highway, China construction and global power generation demand, particularly for data centers. GAAP net income was $932 million, or $6.73 diluted EPS, versus $890 million and $6.43 a year earlier.
Company-wide EBITDA was $1.7 billion, or 17.5% of sales, compared with 18.4% in 2025, mainly reflecting higher incentive compensation tied to expected record full-year results. Cummins raised its 2026 outlook, now expecting full-year revenues to grow 10%–13% and EBITDA margins of 18.0%–18.5%, excluding first-quarter fuel cell sale charges.
The company returned $501 million to shareholders in Q2 through dividends and buybacks and increased its quarterly dividend from $2.00 to $2.20 per share, extending a 17-year streak of annual dividend increases. Operating cash flow for the quarter rose to $1.5 billion. Power Systems sales grew 19% to $2.3 billion with a 24.5% EBITDA margin, while the Accelera zero-emissions segment generated $145 million in sales but posted a $69 million EBITDA loss as Cummins continues investing under its Destination Zero strategy.
Cummins (NYSE: CMI) outlined a phased launch plan for its Model Year 2027 North American on-highway products in response to the U.S. EPA’s proposed emissions rule. The company plans to use implementation flexibilities to transition to its fuel-agnostic HELM engine platforms while maintaining regulatory compliance and supporting customer production schedules.
Limited production of the Model Year 2027 X15 and X10 engines is targeted for January 2027, with full X10 production expected by Q3 2027 and full X15 production by Q4 2027, subject to OEM launch plans. Current X15, X12 and L9 engines are expected to remain available during the ramp. Cummins reaffirmed its next-generation B platform launch for January 2028, with the current B6.7 available through 2027. The plan is based on Cummins’ preliminary assessment of the EPA proposal and may be adjusted if the final rule changes key transition provisions.
Cummins (NYSE: CMI) announced that its Board of Directors approved a 10% increase in the quarterly common stock cash dividend, raising it from $2.00 to $2.20 per share on July 12, 2026. The dividend will be payable on September 3, 2026 to shareholders of record as of August 21, 2026. Cummins stated it has raised its quarterly dividend for 17 consecutive years.
Cummins (NYSE:CMI) is updating engine DEF inducement calibrations after new U.S. EPA guidance to reduce unnecessary downtime while maintaining emissions compliance. Updates extend time to derate events and raise final derate speeds for certain heavy-duty truck, tractor, and motorcoach engines, covering over 1.5 million units.
Cummins (NYSE: CMI) has selected Navan to modernize its global business travel and expense program. Navan’s AI-powered platform will support travel for more than 60,000 employees across 60+ countries.
The partnership focuses on 24/7 AI-assisted support, self-service mobile booking, expansive global inventory, and improved operational cost management.
Cummins (NYSE:CMI) agreed to supply high-horsepower natural gas generator sets to power Circe Energy’s AI-focused data center campuses in Texas, including a large West Texas site.
Deliveries of HSK78 and QSK60 units run from 2026–2030, enabling behind-the-meter, prime power microgrid solutions, phased energization starting in 2027, and reduced reliance on the grid amid rising AI and HPC power demand.
Cummins (NYSE: CMI) is raising its 2030 financial targets, citing disciplined investment, stronger market positions and rising demand. The company is expanding large-engine capacity and product investments, especially in mining and power generation, and reaffirming its strategy focused on profitable growth, margin expansion, and increasing shareholder returns across businesses and regions.
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Cummins (NYSE: CMI) announced that its Board of Directors declared a quarterly common stock cash dividend of $2.00 per share.
The dividend will be payable on June 4, 2026, to shareholders of record as of May 22, 2026.