Meritor Acquisition and 2022 Financial Results slide image

Meritor Acquisition and 2022 Financial Results

Table of Contents • • Chongqing Cummins Engine Company, Ltd. - Chongqing Cummins Engine Company, Ltd. is a joint venture in China with Chongqing Machinery and Electric Co. Ltd. This joint venture manufactures several models of our heavy-duty and high-horsepower diesel engines primarily serving the industrial and stationary power markets in China. Tata Cummins, Ltd. - 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. This joint venture manufactures Cummins' 3.80 to 8.9-liter diesel and natural gas engines in India with a power range from75 to 400 horsepower for use in trucks manufactured by Tata Motors, as well as for various industrial and power generation applications for Cummins. Distribution Entities We have an extensive worldwide distributor and dealer network through which we sell and distribute our products and services. Generally, our distributors are divided by geographic region with some of our distributors being wholly-owned by Cummins, some partially-owned and some independently owned. We consolidate all wholly-owned distributors and partially-owned distributors where we are the primary beneficiary and account for other partially-owned distributors using the equity method of accounting. Komatsu Cummins Chile, Ltda. - Komatsu Cummins Chile, Ltda. is a joint venture with Komatsu America Corporation. The joint venture is a distributor that offers the full range of our products and services to customers and end-users in Chile and Peru. In certain cases where we own a partial interest in a distributor, we may be obligated to purchase the other equity holders' interests if certain events occur (such as the death or resignation of the distributor principal or a change in control of Cummins Inc.). The purchase consideration of the equity interests may be determined based on the fair value of the distributor's assets. Repurchase obligations and practices vary by geographic region. All distributors that are partially-owned are considered to be related parties in ourConsolidated Financial Statements. Equity Investee Financial Summary Summary financial information for our equity investees was as follows: In millions Net sales Gross margin Net income 2022 Years ended and at December 31, 2021 2020 7,501 $ 1,211 8,934 $ 1,574 7,794 1,418 475 802 696 Cummins share of net income $ 224 $ 424 $ 378 Royalty and interest income 125 82 74 Total equity, royalty and interest from investees $ 349 $ 506 $ 452 Current assets $ 4,252 $ 4,587 Long-term assets 1,935 1,850 Current liabilities (3,224) (3,573) Long-term liabilities Net assets Cummins share of net assets NOTE 5. INCOME TAXES The following table summarizes income before income taxes: (399) (288) $ 2,564 $ 2,576 $ 1,715 $ 1,490 In millions U.S. income Foreign income Income before income taxes 87 52 Years ended December 31, 2022 2021 2020 $ 1,336 $ 1,483 1,251 S 1,500 1,134 1,204 $ 2,819 $ 2,751 $ 2,338
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