Cummins is expected to report Q3 2026 revenue of $9.90 billion and EPS of $8.38, with its stock currently trading near $509.87 against a consensus price target of $705.55.
Investors are primarily focused on the Power Systems segment, which is benefiting from surging demand for power-generation equipment driven by global data center expansion and hyperscaler agreements.
While the core engine business remains robust, analysts are closely monitoring the Accelera (zero-emissions) segment for signs of narrowed losses as the company invests heavily in hydrogen and electric powertrains.
Management recently upgraded its full-year revenue outlook, signaling confidence in international construction and a recovery in the Chinese on-highway market.