Cummins lowers 2026 pickup engine forecast to 118 thousand to 122 thousand

Cummins said on its third-quarter call that it now expects 2026 North America pickup engine shipments of 118 thousand to 122 thousand units, down from 125 thousand to 140 thousand units.

It lowered its North America medium-duty truck market forecast to 125 thousand to 130 thousand units, from 130 thousand to 140 thousand units. Two wholly owned subsidiaries, Hydrogenics and Hydrogenics Europe N.V., issued a stop-use recommendation for HyLYZER electrolyzers.

Quotes from the call

“For our North America pickup truck engine business, we are now lowering our 2026 shipment forecast to 118 thousand to 122 thousand units. Compared to our prior guidance of 125 thousand to 140 thousand units.”

“...For medium duty trucks, we are lowering our forecast to 125 thousand to 130 thousand units. Compared to our prior outlook of 130 thousand to 140 thousand units.”