Cummins Inc. has reported first-quarter results that exceeded expectations, with sales of $8.4 billion and adjusted earnings per share of $6.15. The company anticipates an 8% to 11% revenue increase for 2026, driven by robust demand in the power generation sector, particularly for AI-related applications. While it has exited the low-pressure fuel cell business to focus on the Accelera segment, Cummins faces challenges from ongoing weakness in the North American truck market.
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