Cummins
CMICummins makes diesel and natural-gas engines and power generators that keep data centers and other facilities running. We follow it because its business sits among the companies that build the infrastructure the AI build-out needs.
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The living report
Bears on our standing view that spare computing capacity does not stop new power construction. It is proved wrong if hyperscaler capital-spending guidance cut at the late-October reports; or a data center of 100 megawatts or more publicly deferred citing surplus; or Vertiv cutting its growth guidance. Vertiv stopped reporting quarterly orders and backlog in February; we watch deferred revenue and growth guidance instead.
Bears on our standing view that the market is paying less for earnings, not doubting the businesses. It is proved wrong if at the late-October to mid-November prints, companies that beat and raise keep falling while companies that miss hold. That would say the market is pricing the businesses, not the money.
Members: queues this company for a report on a coming night.
The market record
Free during the preview. Each figure shows only where two independent data providers, Massive and Yahoo, agree on it to the cent; a figure they do not agree on is left out. Dated, not live. It describes; it does not recommend.
close of 6 Nov 2026 · Massive and Yahoo agree
6 Nov 2026 · both providers agree
intraday low 5 Nov 2026 · intraday high 18 Jun 2026 · 251 sessions to 6 Nov 2026 · both providers agree
the 6 Nov 2026 close × 137,077,890 shares outstanding on the 10-Q cover, as of 30 Sep 2026
Filings
Newest first, from EDGAR. Where a piece read a filing, one line of what it said.
It reported on 4 August that heavy-duty truck revenue was $968 million in the second quarter, up from $799 million in the first. the piece
It reported on 4 August that heavy-duty truck revenue was $968 million in the second quarter, up from $799 million in the first. the piece
Where it sits in the frame
Reports next
Latest disclosed
What it has disclosed
Newest first. Every figure traces to a filing; "Show sources" shows which.
Mentioned in
Every piece that names this company, newest first: what it said, and the standing view it bore on. Written when the piece is committed; never edited, never removed.
Bears on our standing view that this inflation comes from broken supply, not too much money.
Same question
Other companies under Who builds and equips the data centers?
This entry
Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.
Record
Written according to the Grant Bishop standard — machine-researched, machine-checked, human-judged; then read and committed by the publisher. Every number traces to a filing or a dated market record; every claim carries a date and what would prove it wrong.
- Verification
- multi-source verified, machine-drafted, human-gated
- As of
- 2026-08-04
- Bears on
- Position disclosure
- The publisher holds index-level U.S. equity exposure and no direct position in any single name discussed.
- Not advice
- General commentary for a general audience. Not advice for your situation.