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Cummins Raises Heavy-Duty Truck Demand Forecast on Replacement Demand

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Cummins lifted its North American heavy-duty truck demand forecast to 240,000 to 250,000 units from prior guidance of 230,000 to 250,000. It also increased its medium-duty market outlook for 2026 and raised full-year engine revenue growth guidance to 9%-14% year over year versus 7%-12%, citing improved on-highway demand in North America and China.

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