| 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 |
|
Nine months ended |
|
|
September 30, |
|
September 30, |
| In millions |
|
2026 |
|
2025 |
|
2026 |
|
2025 |
| United States |
|
$ |
5,427
|
|
|
$ |
4,663 |
|
|
$ |
15,229
|
|
|
$ |
14,278 |
|
|
|
|
|
|
|
|
|
|
| China |
|
974
|
|
|
844 |
|
|
3,048
|
|
|
2,449 |
|
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|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| India |
|
466
|
|
|
447 |
|
|
1,383
|
|
|
1,288 |
|
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|
|
|
|
|
|
|
|
| Other international |
|
2,571
|
|
|
2,363 |
|
|
7,633
|
|
|
7,119 |
|
| Total net sales |
|
$ |
9,438
|
|
|
$ |
8,317 |
|
|
$ |
27,293
|
|
|
$ |
25,134 |
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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 |
|
Nine months ended |
|
|
September 30, |
|
September 30, |
| In millions |
|
2026 |
|
2025 |
|
2026 |
|
2025 |
| Heavy-duty truck |
|
$ |
803
|
|
|
$ |
540 |
|
|
$ |
2,105
|
|
|
$ |
1,921 |
|
| Medium-duty truck and bus |
|
767
|
|
|
533 |
|
|
2,152
|
|
|
1,909 |
|
| Light-duty automotive |
|
496
|
|
|
583 |
|
|
1,434
|
|
|
1,490 |
|
| Total on-highway |
|
2,066
|
|
|
1,656 |
|
|
5,691
|
|
|
5,320 |
|
| Off-highway |
|
323
|
|
|
266 |
|
|
1,013
|
|
|
804 |
|
| Total sales |
|
$ |
2,389
|
|
|
$ |
1,922 |
|
|
$ |
6,704
|
|
|
$ |
6,124 |
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|
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|
|
|
Components segment external sales by business were as follows:
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Three months ended |
|
Nine months ended |
|
|
September 30, |
|
September 30, |
| In millions |
|
2026 |
|
2025 |
|
2026 |
|
2025 |
| Drivetrain and braking systems |
|
$ |
1,107
|
|
|
$ |
916 |
|
|
$ |
3,144
|
|
|
$ |
3,066 |
|
| Emission solutions |
|
837
|
|
|
702 |
|
|
2,497
|
|
|
2,270 |
|
| Components and software |
|
308
|
|
|
281 |
|
|
968
|
|
|
888 |
|
| Automated transmissions |
|
145
|
|
|
87 |
|
|
357
|
|
|
327 |
|
|
|
|
|
|
|
|
|
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| Total sales |
|
$ |
2,397
|
|
|
$ |
1,986 |
|
|
$ |
6,966
|
|
|
$ |
6,551 |
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Distribution segment external sales by region were as follows:
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|
Three months ended |
|
Nine months ended |
|
|
September 30, |
|
September 30, |
| In millions |
|
2026 |
|
2025 |
|
2026 |
|
2025 |
| North America |
|
$ |
2,302
|
|
|
$ |
2,200 |
|
|
$ |
6,823
|
|
|
$ |
6,373 |
|
| Asia Pacific |
|
367
|
|
|
311 |
|
|
1,013
|
|
|
831 |
|
| Europe |
|
285
|
|
|
273 |
|
|
888
|
|
|
865 |
|
| China |
|
143
|
|
|
121 |
|
|
393
|
|
|
357 |
|
| India |
|
95
|
|
|
93 |
|
|
271
|
|
|
256 |
|
| Africa and Middle East |
|
69
|
|
|
74 |
|
|
195
|
|
|
193 |
|
| Latin America |
|
46
|
|
|
98 |
|
|
153
|
|
|
231 |
|
| Total sales |
|
$ |
3,307
|
|
|
$ |
3,170 |
|
|
$ |
9,736
|
|
|
$ |
9,106 |
|
Distribution segment external sales by product line were as follows:
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|
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Three months ended |
|
Nine months ended |
|
|
September 30, |
|
September 30, |
| In millions |
|
2026 |
|
2025 |
|
2026 |
|
2025 |
| Power generation |
|
$ |
1,328
|
|
|
$ |
1,246 |
|
|
$ |
3,976
|
|
|
$ |
3,536 |
|
| Parts |
|
1,049
|
|
|
1,014 |
|
|
3,190
|
|
|
3,051 |
|
| Service |
|
482
|
|
|
494 |
|
|
1,385
|
|
|
1,349 |
|
| Engines |
|
448
|
|
|
416 |
|
|
1,185
|
|
|
1,170 |
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| Total sales |
|
$ |
3,307
|
|
|
$ |
3,170 |
|
|
$ |
9,736
|
|
|
$ |
9,106 |
|
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Power Systems segment external sales by product line were as follows:
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|
|
Three months ended |
|
Nine months ended |
|
|
September 30, |
|
September 30, |
| In millions |
|
2026 |
|
2025 |
|
2026 |
|
2025 |
| Power generation |
|
$ |
742
|
|
|
$ |
623 |
|
|
$ |
2,126
|
|
|
$ |
1,652 |
|
| Industrial |
|
301
|
|
|
323 |
|
|
892
|
|
|
905 |
|
| Generator technologies |
|
207
|
|
|
180 |
|
|
542
|
|
|
495 |
|
| Total sales |
|
$ |
1,250
|
|
|
$ |
1,126 |
|
|
$ |
3,560
|
|
|
$ |
3,052 |
|
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