Where does Cummins make most of its money?

[rbattelle]

Just wondering where Cummins makes most of their money... OTR? Marine? Rail?

 

[R.E. Miller]

Marine=highest margins

But I would vote:

Class eight trucks

Transit

Industrial

Marine



Russell

 

[Texas Diesel]

Selling LP's to Dodge customers :-laf

 

[illflem]

From 2002 Cummins Annual Report





2002 in $ Millions



Heavy-Duty Truck--------------$ 1,069

Medium-Duty Truck and Bus----$599

Light-Duty Automotive-----------$781 (Dodge Ram)

Industrial---------------------------$743 (marine, ag & construction)

High-Horsepower industrial-----$243(rail, mining, military)

ISB Lift Pumps---------------------$1,234





About half way down the page I linked to each of the above groups are explained.



What I found interesting was that in the Heavy-Duty Truck sector sales were up 14% over '01 due to OEMs trying to beat the 10/1/02 new EPA emissions requirements.

Sales to DC were up 31% in '02

 

[Steve Campbell]

Uh....Bill....

where in that report did you find...



"ISB Lift Pumps---------------------$1,234 (millions)"?

 

[illflem]

Steve, it was in the cash cow section

 

[Jff24Gordn]

I would bet if you broke it down to engine sales vs parts vs other stuff, the parts would be more. Just how many fleet supervisors will rebuild their line of OTR trucks with knock off parts vs using Cummins parts. Dont forget, the parts markup is higher than the engine markup.

 

[Texas Diesel]

"Xtra parts 12 piece input shaft, redneck countershaft (missing a few teeth), 2 Xtra crispy clutches, 1 melted clutch"



:-laf