Cummins Heavydutytruck — Net Sales increased by 15.4% to $623.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 18.0%, from $760.00M to $623.00M. Over 4 years (FY 2021 to FY 2025), Heavydutytruck — Net Sales shows relatively stable performance with a 0.3% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase suggests strong demand for commercial transport and successful market penetration, while a decrease may indicate cyclical downturns in the trucking industry or increased competition from integrated engine manufacturers.
This metric represents the total revenue generated from the sale of engines and related powertrain components specifical...
Peers in the industrial engine and commercial vehicle component space report similar figures, often categorized as 'On-Highway' or 'Commercial Vehicle' revenue, which are highly sensitive to global freight activity and capital expenditure cycles.
cmi_segment_heavy_duty_truck_ebu_market_net_sales| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $666.00M | $662.00M | $570.00M | $684.00M | $797.00M | $751.00M | $763.00M | $860.00M | $856.00M | $885.00M | $790.00M | $811.00M | $968.00M | $781.00M | $760.00M | $654.00M | $727.00M | $540.00M | $623.00M |
| QoQ Change | — | -0.6% | -13.9% | +20.0% | +16.5% | -5.8% | +1.6% | +12.7% | -0.5% | +3.4% | -10.7% | +2.7% | +19.4% | -19.3% | -2.7% | -13.9% | +11.2% | -25.7% | +15.4% |
| YoY Change | — | — | — | — | +19.7% | +13.4% | +33.9% | +25.7% | +7.4% | +17.8% | +3.5% | -5.7% | +13.1% | -11.8% | -3.8% | -19.4% | -24.9% | -30.9% | -18.0% |