Cummins is trading 6.5% down at $606.08 after reporting a second-quarter EPS miss that overshadowed record revenue of $9.5 billion.
- Management raised full-year 2026 revenue guidance to 10%–13% growth and highlighted a data center super-cycle, but the market is focusing on margin pressure and the bottom-line miss.
- The stock is underperforming the broader industrials sector, which is up 1.51%, as well as the wider U.S. equity indexes.