Cummins Components and software — Revenue decreased by 6.6% to $281.00M in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 12.9%, from $249.00M to $281.00M. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests strong demand for the company's proprietary technology and successful integration into broader industrial supply chains, while a decrease may indicate market saturation or a shift in customer preference toward alternative engine architectures.
This metric represents the total revenue generated from the sale of powertrain components, including turbochargers, afte...
Comparable to automotive and industrial supplier revenue streams focused on powertrain components, emissions control systems, and electronic control units at peer manufacturing firms.
cmi_segment_components_and_software_cbu_business_revenues| Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | |
|---|---|---|---|---|---|---|---|---|
| Value | $312.00M | $289.00M | $300.00M | $279.00M | $249.00M | $306.00M | $301.00M | $281.00M |
| QoQ Change | — | -7.4% | +3.8% | -7.0% | -10.8% | +22.9% | -1.6% | -6.6% |
| YoY Change | — | — | — | -10.6% | -13.8% | +2.0% | +7.9% | +12.9% |