Quarterly report [Sections 13 or 15(d)]

REVENUE RECOGNITION DISAGGREGATION OF REVENUES (Tables)

v3.25.1
REVENUE RECOGNITION DISAGGREGATION OF REVENUES (Tables)
 3 Months Ended
Mar. 31, 2025
Disaggregation of Revenue [Line Items]  
Revenue from External Customers by Geographic Areas
The table below presents our consolidated net sales by geographic area based on the location of the customer:
Three months ended
  March 31,
In millions 2025 2024
United States $ 4,750  $ 4,785 
China 779  723 
India 426  444 
Other international 2,219  2,451 
Total net sales $ 8,174  $ 8,403 
Engine  
Disaggregation of Revenue [Line Items]  
Revenue from External Customers by Market
Engine segment external sales by market were as follows:
Three months ended
March 31,
In millions 2025 2024
Heavy-duty truck $ 654  $ 811 
Medium-duty truck and bus 700  738 
Light-duty automotive 425  438 
Total on-highway 1,779  1,987 
Off-highway 261  253 
Total sales $ 2,040  $ 2,240 
Components  
Disaggregation of Revenue [Line Items]  
Revenue from External Customers by Products and Services
Components segment external sales by business were as follows:
Three months ended
March 31,
In millions 2025 2024
Drivetrain and braking systems $ 1,056  $ 1,232 
Emission solutions 791  856 
Components and software 306  300 
Automated transmissions 117  165 
Atmus —  289 
(1)
Total sales $ 2,270  $ 2,842 
(1) Included sales through the March 18, 2024, divestiture. See NOTE 14, "ATMUS DIVESTITURE," for additional information.
Distribution  
Disaggregation of Revenue [Line Items]  
Revenue from External Customers by Geographic Areas
Distribution segment external sales by region were as follows:
Three months ended
March 31,
In millions 2025 2024
North America $ 2,099  $ 1,722 
Europe 269  240 
Asia Pacific 240  285 
China 113  100 
India 72  69 
Africa and Middle East 59  54 
Latin America 50  59 
Total sales $ 2,902  $ 2,529 
Revenue from External Customers by Products and Services
Distribution segment external sales by product line were as follows:
Three months ended
March 31,
In millions 2025 2024
Power generation $ 1,090  $ 705 
Parts 1,026  997 
Service 416  405 
Engines 370  422 
Total sales $ 2,902  $ 2,529 
Power Systems  
Disaggregation of Revenue [Line Items]  
Revenue from External Customers by Products and Services
Power Systems segment external sales by product line were as follows:
Three months ended
March 31,
In millions 2025 2024
Power generation $ 445  $ 360 
Industrial 284  238 
Generator technologies 143  110 
Total sales $ 872  $ 708