Cummins Inc. (NYSE:CMI) shares rose after the company reported third-quarter 2025 results that exceeded Wall Street expectations, demonstrating resilience amid soft truck demand and continued strength in data center power markets.

Revenue came in at $8.32 billion, above the $7.97 billion consensus, but down 2% year over year. Meanwhile, adjusted EPS of $5.59 also beat expectations of $4.81.

GAAP net income was $536 million, or $3.86 per diluted share, compared with $809 million, or $5.86 per share, a year earlier. Results included $240 million, or $1.73 per share, in non-cash charges tied to the Accelera segment’s electrolyzer business.

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EBITDA was $1.2 billion, or 14.3% of sales, versus $1.4 billion, or 16.4%, a year ago.

“Cummins delivered strong operating results in the third quarter, driven by profitable growth in our Power Systems and Distribution segments, due in part to continued rising demand for backup power for data centers,” said Chair and CEO Jennifer Rumsey.

North American sales ...