v3.26.1
REVENUE FROM CONTRACTS WITH CUSTOMERS (Tables)
 3 Months Ended
Mar. 31, 2026
Revenue from Contract with Customer [Abstract]  
Summary of Unbilled and Deferred Revenue
The following is a summary of our unbilled and deferred revenue and related activity:
In millionsMarch 31,
2026		December 31,
2025
Unbilled revenue$323 $439 
Deferred revenue2,644 2,660 
Summary of Revenue by Geographic Areas
The table below presents our consolidated net sales by country based on the location of the customer:
Three months ended
 March 31,
In millions20262025
United States$4,497 $4,750 
China1,000 779 
India471 426 
Other international2,430 2,219 
Total net sales$8,398 $8,174 
Summary of Revenue by External Sales
Engine segment external sales by market were as follows:
Three months ended
March 31,
In millions20262025
Heavy-duty truck$563 $654 
Medium-duty truck and bus613 700 
Light-duty automotive448 425 
Total on-highway1,624 1,779 
Off-highway342 261 
Total sales$1,966 $2,040 
Components segment external sales by business were as follows:
Three months ended
March 31,
In millions20262025
Drivetrain and braking systems$918 $1,056 
Emission solutions807 791 
Components and software325 306 
Automated transmissions88 117 
Total sales$2,138 $2,270 
Distribution segment external sales by region were as follows:
Three months ended
March 31,
In millions20262025
North America$2,168 $2,099 
Asia Pacific327 240 
Europe303 269 
China120 113 
India84 72 
Africa and Middle East56 59 
Latin America51 50 
Total sales$3,109 $2,902 
Distribution segment external sales by product line were as follows:
Three months ended
March 31,
In millions20262025
Power generation$1,271 $1,090 
Parts1,063 1,026 
Service433 416 
Engines342 370 
Total sales$3,109 $2,902 
Power Systems segment external sales by product line were as follows:
Three months ended
March 31,
In millions20262025
Power generation$640 $445 
Industrial293 284 
Generator technologies160 143 
Total sales$1,093 $872