v3.26.3
REVENUE FROM CONTRACTS WITH CUSTOMERS (Tables)
9 Months Ended
Sep. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue The following table represents a disaggregation of revenue from contracts with customers by Foundational products and eProducts for the three and nine months ended September 30, 2026 and 2025.
Three Months Ended September 30,Nine Months Ended September 30,
(in millions)2026202520262025
Foundational products$2,779 $2,985 $8,700 $8,843 
eProducts708 606 1,968 1,901 
Total$3,487 $3,591 $10,668 $10,744 
The following tables represent a disaggregation of revenue from contracts with customers by reportable segment and region. Refer to Note 22, “Reportable Segments,” to the Condensed Consolidated Financial Statements for more information.
Three Months Ended September 30, 2026
(in millions)Turbos & Thermal TechnologiesDrivetrain & Morse SystemsPowerDrive SystemsBattery Energy SystemsTotal
North America$362 $525 $108 $37 $1,032 
Europe630 294 254 34 1,212 
Asia312 521 337 — 1,170 
Other66 — — 7 73 
Total$1,370 $1,340 $699 $78 $3,487 
Three Months Ended September 30, 2025
(in millions)Turbos & Thermal TechnologiesDrivetrain & Morse SystemsPowerDrive SystemsBattery Energy SystemsTotal
North America$351 $564 $78 $44 $1,037 
Europe688 288 163 84 1,223 
Asia326 595 335 — 1,256 
Other71 — — 4 75 
Total$1,436 $1,447 $576 $132 $3,591 
Nine Months Ended September 30, 2026
(in millions)Turbos & Thermal TechnologiesDrivetrain & Morse SystemsPowerDrive SystemsBattery Energy SystemsTotal
North America$1,061 $1,645 $276 $121 $3,103 
Europe2,038 986 718 123 3,865 
Asia942 1,577 944 — 3,463 
Other201 — — 36 237 
Total$4,242 $4,208 $1,938 $280 $10,668 
Nine Months Ended September 30, 2025
(in millions)Turbos & Thermal TechnologiesDrivetrain & Morse SystemsPowerDrive SystemsBattery Energy SystemsTotal
North America$1,059 $1,582 $229 $138 $3,008 
Europe2,171 943 499 287 3,900 
Asia940 1,702 978 3 3,623 
Other200 — — 13 213 
Total$4,370 $4,227 $1,706 $441 $10,744