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Track Cummins in real time with a live news feed covering Cummins stock news, official press releases, company announcements, and an archive of historical Cummins news. ...more
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8:30 AM | Tuesday | Sep 29, 2026
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COLUMBIA, Mo.--(BUSINESS WIRE)--EquipmentShare.com Inc (Nasdaq: EQPT) ("EquipmentShare"), a leader in connected jobsite technology and one of the largest construction equipment rental providers in the United States, today announced a multi-year fleet agreement with Cummins Inc. ("Cummins"), a global leader in power solutions products. This relationship positions EquipmentShare as a key rental and distribution channel for Cummins, with expected fleet growth to 1 gigawatt of natural gas power gen.
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COLUMBIA, Mo.--(BUSINESS WIRE)--EquipmentShare.com Inc (Nasdaq: EQPT) ("EquipmentShare"), a leader in connected jobsite technology and one of the largest construction equipment rental providers in the United States, today announced a multi-year fleet agreement with Cummins Inc. ("Cummins"), a global leader in power solutions products. This relationship positions EquipmentShare as a key rental and distribution channel for Cummins, with expected fleet growth to 1 gigawatt of natural gas power gen.
COLUMBIA, Mo.--(BUSINESS WIRE)--EquipmentShare.com Inc (Nasdaq: EQPT) ("EquipmentShare"), a leader in connected jobsite technology and one of the largest construction equipment rental providers in the United States, today announced a multi-year fleet agreement with Cummins Inc. ("Cummins"), a global leader in power solutions products. This relationship positions EquipmentShare as a key rental and distribution channel for Cummins, with expected fleet growth to 1 gigawatt of natural gas power gen.
Cummins is rated a Strong Buy, driven by a strategic pivot into prime power for data centers and robust Power Systems growth. CMI's data center power revenues are set to rise from $5B today to $9B by 2030, with pricing power and market share gains supporting guidance. Accelera, CMI's zero-emissions segment, is narrowing losses and projected to deliver $1.45B in 2030 revenue, underpinning margin and EPS expansion.
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Nykredit A S purchased a new stake in Cummins Inc. (NYSE: CMI) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 56,636 shares of the company's stock, valued at approximately $40,393,000. Several other institutional investors have also recently made changes to
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GNRC lands a long-term Amazon generator deal with $2.4B of initial 2027-2028 deliveries, expanding its data center power business.
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Cummins NYSE: CMI executives said demand in North American trucking and data-center power markets remains strong, while recent regulatory clarity around 2027 emissions rules has reduced uncertainty for fleet customers.
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Cummins Inc. is rated a Buy, driven by robust multi-year demand from data center power generation and recovering North American truck markets. CMI's order book extends through 2028, with capacity expansion targeting 55 GW by 2030 and data center revenue projected to grow from $5B in 2026 to $9B by 2030. New HELM engine platforms and a growing installed base underpin recurring aftermarket revenues and margin support as production ramps.
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Cummins Inc. (CMI) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
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Bank of America Corp DE acquired a new stake in Cummins Inc. (NYSE: CMI) in the undefined quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 1,974,668 shares of the company's stock, valued at approximately $1,408,353,000. Bank of America Corp DE owned about 1.43% of Cummins
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