| Schedule of Revenue by Geographic Areas |
The table below presents our consolidated net sales by country based on the location of the customer:
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|
Three months ended |
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Six months ended |
|
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June 30, |
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June 30, |
| In millions |
|
2026 |
|
2025 |
|
2026 |
|
2025 |
| United States |
|
$ |
5,305
|
|
|
$ |
4,865 |
|
|
$ |
9,802
|
|
|
$ |
9,615 |
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|
|
|
|
|
|
|
|
| China |
|
1,074
|
|
|
826 |
|
|
2,074
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|
|
1,605 |
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|
|
|
|
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|
| India |
|
446
|
|
|
415 |
|
|
917
|
|
|
841 |
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|
|
|
|
|
|
|
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| Other international |
|
2,632
|
|
|
2,537 |
|
|
5,062
|
|
|
4,756 |
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| Total net sales |
|
$ |
9,457
|
|
|
$ |
8,643 |
|
|
$ |
17,855
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|
|
$ |
16,817 |
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| Schedule of Revenue by External Sales |
Engine segment external sales by market were as follows:
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Three months ended |
|
Six months ended |
|
|
June 30, |
|
June 30, |
| In millions |
|
2026 |
|
2025 |
|
2026 |
|
2025 |
| Heavy-duty truck |
|
$ |
739
|
|
|
$ |
727 |
|
|
$ |
1,302
|
|
|
$ |
1,381 |
|
| Medium-duty truck and bus |
|
772
|
|
|
676 |
|
|
1,385
|
|
|
1,376 |
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| Light-duty automotive |
|
490
|
|
|
482 |
|
|
938
|
|
|
907 |
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| Total on-highway |
|
2,001
|
|
|
1,885 |
|
|
3,625
|
|
|
3,664 |
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| Off-highway |
|
348
|
|
|
277 |
|
|
690
|
|
|
538 |
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| Total sales |
|
$ |
2,349
|
|
|
$ |
2,162 |
|
|
$ |
4,315
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|
|
$ |
4,202 |
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Components segment external sales by business were as follows:
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Three months ended |
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Six months ended |
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June 30, |
|
June 30, |
| In millions |
|
2026 |
|
2025 |
|
2026 |
|
2025 |
| Drivetrain and braking systems |
|
$ |
1,119
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|
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$ |
1,094 |
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$ |
2,037
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|
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$ |
2,150 |
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| Emission solutions |
|
853
|
|
|
777 |
|
|
1,660
|
|
|
1,568 |
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| Components and software |
|
335
|
|
|
301 |
|
|
660
|
|
|
607 |
|
| Automated transmissions |
|
124
|
|
|
123 |
|
|
212
|
|
|
240 |
|
|
|
|
|
|
|
|
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| Total sales |
|
$ |
2,431
|
|
|
$ |
2,295 |
|
|
$ |
4,569
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|
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$ |
4,565 |
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Distribution segment external sales by region were as follows:
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Three months ended |
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Six months ended |
|
|
June 30, |
|
June 30, |
| In millions |
|
2026 |
|
2025 |
|
2026 |
|
2025 |
| North America |
|
$ |
2,353
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|
|
$ |
2,074 |
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|
$ |
4,521
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|
|
$ |
4,173 |
|
| Asia Pacific |
|
319
|
|
|
280 |
|
|
646
|
|
|
520 |
|
| Europe |
|
300
|
|
|
323 |
|
|
603
|
|
|
592 |
|
| China |
|
130
|
|
|
123 |
|
|
250
|
|
|
236 |
|
| India |
|
92
|
|
|
91 |
|
|
176
|
|
|
163 |
|
| Africa and Middle East |
|
70
|
|
|
60 |
|
|
126
|
|
|
119 |
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| Latin America |
|
56
|
|
|
83 |
|
|
107
|
|
|
133 |
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| Total sales |
|
$ |
3,320
|
|
|
$ |
3,034 |
|
|
$ |
6,429
|
|
|
$ |
5,936 |
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Distribution segment external sales by product line were as follows:
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Three months ended |
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Six months ended |
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|
June 30, |
|
June 30, |
| In millions |
|
2026 |
|
2025 |
|
2026 |
|
2025 |
| Power generation |
|
$ |
1,377
|
|
|
$ |
1,200 |
|
|
$ |
2,648
|
|
|
$ |
2,290 |
|
| Parts |
|
1,078
|
|
|
1,011 |
|
|
2,141
|
|
|
2,037 |
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| Service |
|
470
|
|
|
439 |
|
|
903
|
|
|
855 |
|
| Engines |
|
395
|
|
|
384 |
|
|
737
|
|
|
754 |
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| Total sales |
|
$ |
3,320
|
|
|
$ |
3,034 |
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|
$ |
6,429
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$ |
5,936 |
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Power Systems segment external sales by product line were as follows:
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Three months ended |
|
Six months ended |
|
|
June 30, |
|
June 30, |
| In millions |
|
2026 |
|
2025 |
|
2026 |
|
2025 |
| Power generation |
|
$ |
744
|
|
|
$ |
584 |
|
|
$ |
1,384
|
|
|
$ |
1,029 |
|
| Industrial |
|
298
|
|
|
298 |
|
|
591
|
|
|
582 |
|
| Generator technologies |
|
175
|
|
|
172 |
|
|
335
|
|
|
315 |
|
| Total sales |
|
$ |
1,217
|
|
|
$ |
1,054 |
|
|
$ |
2,310
|
|
|
$ |
1,926 |
|
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