SEC filings · customer concentration · CMI

Cummins's major customers

PACCAR accounted for 13% of Cummins's revenue in FY 2025, about the same as 16% a year earlier. 2 listed suppliers report Cummins as a customer worth 10% or more of their revenue, led by Atmus Filtration Technologies at 19%.

1major customers now
13%of revenue from them
2listed suppliers depending on it
2015–2026years covered
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Major customers of Cummins

Customers that Cummins named in its annual report as 10% or more of revenue. A missing year means the customer was below that line or not named.

CustomerShare of revenueChange vs prior yearHistoryLatest filing
PACCARPCAR13%from 16%FY 2019: 17%FY 2020: 15%FY 2021: 15%FY 2022: 16%FY 2023: 16%FY 2024: 16%FY 2025: 13%7 yearsFY 2025 · filed 10 Feb 2026

Suppliers that depend on Cummins

Listed companies whose annual report names Cummins as a customer worth 10% or more of their revenue. If Cummins cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Atmus Filtration TechnologiesATMU19%from 18%FY 2023: 17%FY 2024: 18%FY 2025: 19%3 yearsFY 2025 · filed 13 Feb 2026
CtsCTS8%from 12%FY 2015: 9%FY 2016: 10%FY 2017: 13%FY 2018: 15%FY 2019: 16%FY 2020: 13%FY 2021: 15%FY 2022: 15%FY 2023: 15%FY 2024: 12%FY 2025: 8%11 yearsFY 2025 · filed 24 Feb 2026

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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