Cummins Parts — Net Sales increased by 0.8% to $1.02B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 4.2%, from $981.00M to $1.02B. Over 4 years (FY 2021 to FY 2025), Parts — Net Sales shows an upward trend with a 6.8% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase suggests strong aftermarket demand and a healthy installed base of equipment, while a decrease may indicate deferred maintenance by customers or increased competition from third-party parts suppliers.
This metric represents the total revenue generated from the sale of replacement parts and components specifically associ...
Comparable to aftermarket or service revenue segments in industrial manufacturing and heavy equipment companies, often viewed as a high-margin, recurring revenue stream.
cmi_segment_parts_dbu_product_line_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 | $763.00M | $796.00M | $823.00M | $926.00M | $987.00M | $942.00M | $954.00M | $1.05B | $1.01B | $991.00M | $998.00M | $997.00M | $988.00M | $1.00B | $981.00M | $1.03B | $1.01B | $1.01B | $1.02B |
| QoQ Change | — | +4.3% | +3.4% | +12.5% | +6.6% | -4.6% | +1.3% | +10.3% | -3.9% | -2.0% | +0.7% | -0.1% | -0.9% | +1.2% | -1.9% | +4.6% | -1.5% | +0.3% | +0.8% |
| YoY Change | — | — | — | — | +29.4% | +18.3% | +15.9% | +13.6% | +2.4% | +5.2% | +4.6% | -5.2% | -2.3% | +0.9% | -1.7% | +2.9% | +2.3% | +1.4% | +4.2% |