Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of CMI revenue | Skew |
|---|---|---|---|
| ATMUAtmus Filtration Technologies Inc. | 17.60% | 0.92% | 19× |
| CTSCTS Corp | 8.40% | 0.14% | 62× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Diesel emissions kits Cummins Inc.”
FILING10-K0001589526-25-000100cik 0001589526disclosed by BLBD
“We have significant customer concentration, with Cummins, PACCAR and the Traton Group respectively accounting for approximately 17.6% , 16.5% and 12.2% of our net sales for the year ended December 31, 2024.”
$311M relationship19× more of ATMU’s book than CMI’s
basisATMU fy2025 · closed 2025-12 $1.8BCMI fy2025 · closed 2025-12 $33.7B
FILING10-K0001921963-25-000029cik 0001921963disclosed by ATMU
“Cummins, Inc. 8.4%”
$45M relationship62× more of CTS’s book than CMI’s
basisCTS fy2025 · closed 2025-12 $541MCMI fy2025 · closed 2025-12 $33.7B
FILING10-K0001193125-26-067039
“Cummins Inc.”
FILING10-K0001437749-25-004554cik 0000026780disclosed by DAN
“Our customers include some of the largest vehicle and equipment manufacturers operating in the U.S., including Caterpillar Inc., CNH Industrial N.V., Cummins Inc., Deere & Company, Honda Motor Co., Kawasaki Heavy Industries, Polaris Inc. and The Toro Company.”
FILING10-K0001466593-26-000008cik 0001466593disclosed by OTTR
“The principal customers of our light-duty automotive engines are Stellantis, Anhui Jianghuai Automobile Group Co., Ltd., Volkswagen Caminhões e Ônibus and China National Heavy Duty Truck Group.”
FILING10-K0000026172-26-000009cik 0000026172
“The principal customers of our light-duty automotive engines are Stellantis, Anhui Jianghuai Automobile Group Co., Ltd., Volkswagen Caminhões e Ônibus and China National Heavy Duty Truck Group.”
FILING10-K0000026172-26-000009cik 0000026172
“We sell our industrial engines to manufacturers of construction and agricultural equipment including Hyundai Heavy Industries, Komatsu Ltd. (Komatsu), J.C. Bamford Excavators Ltd., Zoomlion Heavy Industry Science & Technology Co., Ltd, Xuzhou Construction Machinery Group, Guangxi LiuGong Machinery Co., Ltd, JLG Industries, Inc. and SANY Heavy Industry Co., Ltd.”
FILING10-K0000026172-26-000009cik 0000026172
“We sell our industrial engines to manufacturers of construction and agricultural equipment including Hyundai Heavy Industries, Komatsu Ltd. (Komatsu), J.C. Bamford Excavators Ltd., Zoomlion Heavy Industry Science & Technology Co., Ltd, Xuzhou Construction Machinery Group, Guangxi LiuGong Machinery Co., Ltd, JLG Industries, Inc. and SANY Heavy Industry Co., Ltd.”
FILING10-K0000026172-26-000009cik 0000026172
“We sell our industrial engines to manufacturers of construction and agricultural equipment including Hyundai Heavy Industries, Komatsu Ltd. (Komatsu), J.C. Bamford Excavators Ltd., Zoomlion Heavy Industry Science & Technology Co., Ltd, Xuzhou Construction Machinery Group, Guangxi LiuGong Machinery Co., Ltd, JLG Industries, Inc. and SANY Heavy Industry Co., Ltd.”
FILING10-K0000026172-26-000009cik 0000026172
“We sell our industrial engines to manufacturers of construction and agricultural equipment including Hyundai Heavy Industries, Komatsu Ltd. (Komatsu), J.C. Bamford Excavators Ltd., Zoomlion Heavy Industry Science & Technology Co., Ltd, Xuzhou Construction Machinery Group, Guangxi LiuGong Machinery Co., Ltd, JLG Industries, Inc. and SANY Heavy Industry Co., Ltd.”
FILING10-K0000026172-26-000009cik 0000026172
“We sell our industrial engines to manufacturers of construction and agricultural equipment including Hyundai Heavy Industries, Komatsu Ltd. (Komatsu), J.C. Bamford Excavators Ltd., Zoomlion Heavy Industry Science & Technology Co., Ltd, Xuzhou Construction Machinery Group, Guangxi LiuGong Machinery Co., Ltd, JLG Industries, Inc. and SANY Heavy Industry Co., Ltd.”
FILING10-K0000026172-26-000009cik 0000026172
“We sell our industrial engines to manufacturers of construction and agricultural equipment including Hyundai Heavy Industries, Komatsu Ltd. (Komatsu), J.C. Bamford Excavators Ltd., Zoomlion Heavy Industry Science & Technology Co., Ltd, Xuzhou Construction Machinery Group, Guangxi LiuGong Machinery Co., Ltd, JLG Industries, Inc. and SANY Heavy Industry Co., Ltd.”
FILING10-K0000026172-26-000009cik 0000026172
“Tata Cummins, Ltd. is a joint venture in India with Tata Motors Ltd., the largest automotive company in India and a member of the Tata group of companies.”
FILING10-K0000026172-26-000009cik 0000026172
“The principal customers of our light-duty automotive engines are Stellantis, Anhui Jianghuai Automobile Group Co., Ltd., Volkswagen Caminhões e Ônibus and China National Heavy Duty Truck Group.”
FILING10-K0000026172-26-000009cik 0000026172
“We sell our industrial engines to manufacturers of construction and agricultural equipment including Hyundai Heavy Industries, Komatsu Ltd. (Komatsu), J.C. Bamford Excavators Ltd., Zoomlion Heavy Industry Science & Technology Co., Ltd, Xuzhou Construction Machinery Group, Guangxi LiuGong Machinery Co., Ltd, JLG Industries, Inc. and SANY Heavy Industry Co., Ltd.”
FILING10-K0000026172-26-000009cik 0000026172
“We sell our industrial engines to manufacturers of construction and agricultural equipment including Hyundai Heavy Industries, Komatsu Ltd. (Komatsu), J.C. Bamford Excavators Ltd., Zoomlion Heavy Industry Science & Technology Co., Ltd, Xuzhou Construction Machinery Group, Guangxi LiuGong Machinery Co., Ltd, JLG Industries, Inc. and SANY Heavy Industry Co., Ltd.”
FILING10-K0000026172-26-000009cik 0000026172
“Customers of the Components segment generally include the Engine, Distribution, Power Systems and Accelera segments, joint ventures including Tata Cummins Ltd., Dongfeng Cummins Engine Co., Ltd. and Beijing Foton Cummins Engine Co., Ltd., truck manufacturers and other OEMs, many of which are also customers of the Engine segment, such as PACCAR, Daimler, AB Volvo, Traton, Stellantis and other manufacturers that use our components in their product platforms.”
FILING10-K0000026172-26-000009cik 0000026172
“Beijing Foton Cummins Engine Co., Ltd. is a joint venture in China with Beiqi Foton Motor Co., Ltd., a commercial vehicle manufacturer, which has two distinct lines of business - a light-duty business and a heavy-duty business.”
FILING10-K0000026172-26-000009cik 0000026172
“Customers of the Components segment generally include the Engine, Distribution, Power Systems and Accelera segments, joint ventures including Tata Cummins Ltd., Dongfeng Cummins Engine Co., Ltd. and Beijing Foton Cummins Engine Co., Ltd., truck manufacturers and other OEMs, many of which are also customers of the Engine segment, such as PACCAR, Daimler, AB Volvo, Traton, Stellantis and other manufacturers that use our components in their product platforms.”
FILING10-K0000026172-26-000009cik 0000026172
“The Eaton Cummins Automated Transmission Technologies (ECJV) joint venture is a consolidated 50/50 joint venture between Cummins Inc. and Eaton Corporation plc.”
FILING10-K0000026172-26-000009cik 0000026172
“Following full separation, Cummins continued to provide certain services to Atmus under the transition services agreement.”
FILING10-K0001921963-26-000015cik 0001921963disclosed by ATMU
“Komatsu Cummins Chile, Ltda. is a joint venture with Komatsu America Corporation.”
FILING10-K0000026172-26-000009cik 0000026172
“We have long-standing relationships with many of the leading manufacturers in the markets we serve, including PACCAR Inc., Traton Group, Daimler Trucks AG and Stellantis N.V.”
FILING10-K0000026172-26-000009cik 0000026172
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Cummins Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Engines & Turbines
Cummins Inc has 4 disclosed suppliers and 24 disclosed customers. Each one is named in an SEC filing, either Cummins Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
CMI (Cummins Inc) has 4 disclosed suppliers and 24 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: STLA −1.57%, in the industrials bundle.