Cummins Inc. (NYSE: CMI) stock rises after beating Q2 2025 earnings and revenue expectations. Power Systems and Distribution segments perform well while other markets decline. Diluted EPS was $6.43, beating analyst estimates. Revenue was $8.60 billion, surpassing the $8.43 billion consensus. North America sales dropped 6%, international sales rose 5%.

Net income grows to $890 million, up from $726 million in the prior year. EBITDA for the quarter rises to $1.6 billion. Power Systems segment leads with a 19% sales increase. Distribution revenue climbs 7%. Engine segment reports $2.9 billion in sales, down 8% year-over-year. Components revenue declines 9%.

Cummins reports $105 million in sales for its zero-emissions segment, Accelera. Operating cash flow for the quarter was $785 million. The company ends the period with $2.32 billion in cash and cash equivalents and $6.81 billion in long-term debt. The company increased its quarterly dividend to $2.00 per share.

CMI introduces the S17 Centum generator set capable of producing up to 1 megawatt. CEO Jennifer Rumsey notes contrasting market demand with robust power generation but declining truck market confidence. Full-year revenue or profitability outlook remains uncertain due to ongoing economic and regulatory challenges. CMI shares were trading higher by 6.15% to $383.83.

Read more at Yahoo Finance: Cummins CEO Highlights Secular Growth In Power, Cautions On Truck Market Weakness