Quarterly report [Sections 13 or 15(d)]

REVENUE RECOGNITION DISAGGREGATION OF REVENUES (Tables)

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REVENUE RECOGNITION DISAGGREGATION OF REVENUES (Tables)
 6 Months Ended
Jun. 30, 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 Six months ended
  June 30, June 30,
In millions 2025 2024 2025 2024
United States $ 4,865  $ 5,119  $ 9,615  $ 9,904 
China 826  747  1,605  1,470 
India 415  425  841  869 
Other international 2,537  2,505  4,756  4,956 
Total net sales $ 8,643  $ 8,796  $ 16,817  $ 17,199 
Engine  
Disaggregation of Revenue [Line Items]  
Revenue from External Customers by Market
Engine segment external sales by market were as follows:
Three months ended Six months ended
June 30, June 30,
In millions 2025 2024 2025 2024
Heavy-duty truck $ 727  $ 968  $ 1,381  $ 1,779 
Medium-duty truck and bus 676  792  1,376  1,530 
Light-duty automotive 482  454  907  892 
Total on-highway 1,885  2,214  3,664  4,201 
Off-highway 277  254  538  507 
Total sales $ 2,162  $ 2,468  $ 4,202  $ 4,708 
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 Six months ended
June 30, June 30,
In millions 2025 2024 2025 2024
Drivetrain and braking systems $ 1,094  $ 1,255  $ 2,150  $ 2,487 
Emission solutions 777  822  1,568  1,678 
Components and software 301  279  607  579 
Automated transmissions 123  162  240  327 
Atmus —  —  —  289 
(1)
Total sales $ 2,295  $ 2,518  $ 4,565  $ 5,360 
(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 Six months ended
June 30, June 30,
In millions 2025 2024 2025 2024
North America $ 2,074  $ 1,899  $ 4,173  $ 3,621 
Europe 323  283  592  523 
Asia Pacific 280  310  520  595 
China 123  128  236  228 
India 91  77  163  146 
Latin America 83  64  133  123 
Africa and Middle East 60  60  119  114 
Total sales $ 3,034  $ 2,821  $ 5,936  $ 5,350 
Revenue from External Customers by Products and Services
Distribution segment external sales by product line were as follows:
Three months ended Six months ended
June 30, June 30,
In millions 2025 2024 2025 2024
Power generation $ 1,200  $ 950  $ 2,290  $ 1,655 
Parts 1,011  988  2,037  1,985 
Service 439  447  855  852 
Engines 384  436  754  858 
Total sales $ 3,034  $ 2,821  $ 5,936  $ 5,350 
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 Six months ended
June 30, June 30,
In millions 2025 2024 2025 2024
Power generation $ 584  $ 490  $ 1,029  $ 850 
Industrial 298  278  582  516 
Generator technologies 172  120  315  230 
Total sales $ 1,054  $ 888  $ 1,926  $ 1,596