Earnings call transcript: Cummins Q2 2026 revenue beats, EPS misses as shares fall

Cummins reported record Q2 2026 revenue of $9.5 billion, beating analyst estimates, and raised its full-year outlook. However, EPS of $6.73 missed expectations, causing shares to fall by 5.76% in premarket trading. The company saw strong demand in power generation, especially from data centers, and improving truck markets in North America and China.