Cummins: Data Center Demand Will Help It, But I'm Not Looking To Invest Now

  • Cummins Inc. delivered strong Q1 results, driven by robust demand in Power Systems and Distribution, especially from data center growth. Despite operational strength, management withdrew full-year guidance due to tariff uncertainties, raising near-term risk and volatility. Data center and AI-related capex from big tech will be a major long-term growth driver for Cummins, supporting optimism for key segments.