Meritor Acquisition and 2022 Financial Results slide image

Meritor Acquisition and 2022 Financial Results

Table of Contents A reconciliation of our segment information to the corresponding amounts in the Consolidated Statements of Net Income is shown in the table below: In millions TOTAL SEGMENT EBITDA Intersegment eliminations and other Less: Interest expense Depreciation and amortization INCOME BEFORE INCOME TAXES Less: Income tax expense CONSOLIDATED NET INCOME 2022 Years ended December 31, 2021 2020 $ 4,031 3,595 $ 3,032 (I) (232) (74) 76 199 111 100 781 659 670 2,819 2,751 2,338 636 587 527 2,183 2,164 1,811 Less: Net income attributable to noncontrolling interests 32 33 22 NET INCOME ATTRIBUTABLE TO CUMMINS INC. $ 2,151 $ 2,131 $ 1,789 (Intersegment eliminations and other included $53 million of costs associated with the planned separation of our filtration business. A reconciliation of our segment net assets to the corresponding amounts in the Consolidated Balance Sheets is shown in the table below: December 31, In millions Net assets for operating segments Cash, cash equivalents and marketable securities Net liabilities deducted in arriving at net segment assets(¹) 2022 2021 $ 14,995 $ 2,573 9,639 3,187 11,270 9,486 Pension and OPEB adjustments excluded from net segment assets Deferred tax assets not allocated to segments 832 966 625 428 Deferred debt costs not allocated to segments 4 4 Total assets $ 30,299 $ 23,710 (1) Liabilities deducted in arriving at net segment assets include certain accounts payable, accrued expenses, long-term liabilities and other items. See NOTE 3, "REVENUE FROM CONTRACTS WITH CUSTOMERS," for segment net sales by geographic area. Long-lived assets include property, plant and equipment, net of depreciation, investments and advances to equity investees and other assets, excluding deferred tax assets, refundable taxes and deferred debt expenses. Long-lived segment assets by geographic area were as follows: December 31, In millions United States China 2022 2021 $ 4,714 $ 1,052 3,978 1,136 India 665 573 United Kingdom Mexico Netherlands Brazil Canada Other international countries 431 384 429 195 334 314 256 76 168 163 731 478 Total long-lived assets $ 8,780 $ 7,297 Our largest customer is PACCAR Inc. Worldwide sales to this customer were approximately $4.5 billion, $3.6 billion and $2.9 billion for the years ended December 31, 2022, 2021 and 2020, representing 16 percent, 15 percent and 15 percent, respectively, of our consolidated net sales. No other customer accounted for more than 10 percent of consolidated net sales. 123
View entire presentation