Cummins Service — Net Sales decreased by 9.1% to $449.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 1.6%, from $442.00M to $449.00M. Over 4 years (FY 2021 to FY 2025), Service — Net Sales shows an upward trend with a 7.2% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates growing demand for aftermarket support and a larger, more active installed base of equipment, while a decrease may signal reduced equipment utilization or a shift toward third-party service providers.
This metric represents the total revenue generated from aftermarket service, maintenance, and support activities specifi...
Peers in the industrial machinery and heavy-duty engine sectors typically report this as aftermarket or service revenue, which is generally viewed as a high-margin, defensive revenue stream compared to original equipment sales.
cmi_segment_service_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 | $349.00M | $343.00M | $343.00M | $349.00M | $392.00M | $413.00M | $401.00M | $400.00M | $429.00M | $420.00M | $415.00M | $405.00M | $447.00M | $453.00M | $442.00M | $416.00M | $439.00M | $494.00M | $449.00M |
| QoQ Change | — | -1.7% | +0.0% | +1.7% | +12.3% | +5.4% | -2.9% | -0.2% | +7.2% | -2.1% | -1.2% | -2.4% | +10.4% | +1.3% | -2.4% | -5.9% | +5.5% | +12.5% | -9.1% |
| YoY Change | — | — | — | — | +12.3% | +20.4% | +16.9% | +14.6% | +9.4% | +1.7% | +3.5% | +1.3% | +4.2% | +7.9% | +6.5% | +2.7% | -1.8% | +9.1% | +1.6% |