Cummins raised its outlook for the year after reporting higher profit and sales in the latest quarter. The industrial produces company expects revenue in 2026 to be up 10% to 13% from last year, versus the previous view of 8% to 11% growth.

Growth was boosted by accelerating orders for standby power for data centers, as well as improving North American truck markets. On Tuesday, the company posted a second-quarter profit of $932 million, up from $890 million a year ago.

Despite the profit increase, quarterly earnings of $6.73 a share came in below analyst expectations for $7.21 a share, according to Fact Set. Cummins noted the period included $29 million of unfavorable discrete tax items that pressured earnings.