● EQUITY REPORT
Cummins Inc. (CMI) (Q2FY26) – Power infrastructure demand balances freight headwinds
Highlights of the report
Cummins Inc. (CMI) (Q2FY26) – While the market views CMI primarily as a transport cyclical, AI infrastructure demand is steadily reshaping the earnings mix.
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Cummins Inc. designs, manufactures, distributes, and services diesel and natural gas engines, electric and hybrid powertrains, and related components worldwide.
Power Systems revenue grew 19% YoY to $2.3bn in Q2FY26, with EBITDA reaching $552mn at a 24.5% margin.
In the last 3 months the stock has given a return of 16.5%, the stock price increased to $626.58 from $538.02, driven by strong second-quarter top-line expansion and full-year guidance upgrades following robust hyperscale data center order momentum.
Executive Summary
• CrispIdea Forecast
– Income Statement
– Balance Sheet
– Cash Flow
– Common Size Ratio Analysis
– CrispIdea Segment Forecast
• Valuation & Historical Performance
– P/E Analysis
– CrispIdea Valuation
– Peer Comparison
– Ratio Analysis
– Economic Value-Added Analysis
– Du Pont Analysis
– CrispIdea Forecast Relative to Consensus
– Consensus Momentum
– Segment Performance
– Key Developments
– M&A Deals
• Ownership
• Stock Price Performance
• Crispidea Coverage
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Report details
Cummins Inc. (CMI) (Q2FY26) – Power infrastructure demand balances freight headwinds
- Pages
- 29
- Format
- Language
- english
- Released
- August 24, 2026
- Last Updated
Price
$232.00
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