Cummins is trading 10.3% down at $582.00 in pre-market action after reporting record Q2 revenue but missing EPS estimates and providing updated 2026 guidance.

  • The company raised its full-year revenue and EBITDA margin outlook, highlighting a data-center driven super-cycle for its power systems business.
  • Investors appear to be taking profits following strong recent gains as the market weighs the upbeat long-term narrative against acknowledged margin pressures.