Skip to content
Screener

Cummins CMI Components and software — Revenue

Other product segments

Engine Components and Software [CBU business]
$1.2B+8.8%
Parts
$1.06B+3.6%
Drivetrain and braking systems
$918M-13.1%
Emission solutions
$807M+2.0%
Power generation
$640M+43.8%
Medium-duty truck and bus
$613M-12.4%
Heavy-duty truck
$563M-13.9%
Light-duty automotive
$448M+5.4%
Service
$433M+4.1%
Engines
$342M-7.6%
Off-highway
$342M+31.0%
Industrial
$293M+3.2%
Generator technologies
$160M+11.9%
Automated transmissions
$88M-24.8%
Atmus - Filtration (CBU business)
$0-100%

Similar metrics at other companies

Trinity Industries logo
TRNParts and Components — Revenue
$29.25M+6.9%
SolarEdge Technologies logo
SEDGMobility Components And Telematics — Revenue
$41.75K-93.0%
Tecnoglass logo
TGLSGlass And Framing Components — Revenue
$15.35M-23.4%
Trinity Industries logo
TRNParts & Components — Revenue
$28.4M-7.5%
Flowco Holdings Inc. logo
FLOCDownhole Components — Revenue
$70.14M+14.2%
ClearPoint Neuro logo
CLPTCapital Equipment And Software Systems And Software Products — Revenue
$1.02M+336%

Other financials

Income statement

See full
Revenue$9.5B+9.4%
Gross profit$2.5B+8.1%
Operating income$1.3B+4.3%
Net income$932.0M+0.4%
EPS (diluted)$6.73+4.7%

Balance sheet

See full
Cash & equivalents$3.2B+37.1%
Total debt$7.2B-15.0%
Total equity$12.8B+9.0%
Total assets$35.6B+4.0%

Cash flow

See full
Operating cash flow$1.5B+91.0%
CapEx$249.0M+7.8%
Free cash flow$1.3B+126%

Valuation

See full
Market cap$87.51B+75.7%
Enterprise value$91.53B+63.6%
P/E31.4×+15.1×
P/S2.5×+1.0×

Profitability

See full
Gross margin25.3%-0.3pp
Operating margin11.2%-1.1pp
Net margin8%-1.1pp
FCF margin9.7%+4.8pp

Returns & leverage

See full
Return on equity22.7%-6.1pp
Debt / equity0.6×-0.2×
Current ratio1.7×+0.1×

Where this comes from

Reported directly by Cummins in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Cummins’s 10-Q, filed May 5, 2026.

Filed
May 5, 2026, 12:20 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000026172-26-000016
In millionsThree months ended / March 31, 2026Three months ended / March 31, 2025
Drivetrain and braking systems$918$1,056
Emission solutions807791
Components and software325306
Automated transmissions88117
Total sales$2,138$2,270

Item 1. Condensed Consolidated Financial Statements (Unaudited)

FAQ

What is Cummins's components and software — revenue?
Cummins (CMI) reported components and software — revenue of $325M in Q1 2026.
How has Cummins's components and software — revenue changed year-over-year?
Cummins's components and software — revenue increased by 6.2% year-over-year, from $306M to $325M.
What does components and software — revenue mean?
This metric represents the total revenue generated from the sale of powertrain components, including turbochargers, aftertreatment systems, fuel systems, and integrated software solutions. It reflects the company's ability to monetize critical engine-related technologies that are essential for emissions compliance and performance optimization across various industrial applications. This segment serves as a key indicator of the company's technological leadership and its penetration into both internal and third-party engine platforms.

Ask your AI about Cummins's components and software — revenue.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude