Cummins Announces Multiyear Hyperscaler Supply Agreement and Raises 2026 Revenue Outlook

Cummins CEO Jennifer Rumsey announced a multiyear supply agreement with a hyperscaler, backed by expanded manufacturing capacity. The company raised its 2026 revenue growth outlook to 10%–13%. Management also clarified the timing of upcoming EPA emissions regulations, anticipating a staggered engine rollout through 2027.