CMI vs AZO Comparison

Cummins is a leading manufacturer of diesel and other engines used in heavy- and medium-duty commercial trucks, off-highway equipment, and locomotives, in addition to prime power and standby generators. The company also sells powertrain components, which include filtration products, transmissions, turbochargers, aftertreatment systems, and fuel systems. Sales are approximately 60% US and Canada and 40% rest of the world. Much of Cummins' foreign sales (China, India, and so forth) are through joint ventures. The company operates 650 distributors and over 19,000 dealer locations across 190 countries. Cummins' business model is unique as it competes with many of its heavy-duty truck manufacturer customers, which also make their own engines.

Founded in 1979, AutoZone is the largest US-based retailer of aftermarket automotive parts and accessories, operating over 7,600 stores and generating over $20 billion in fiscal 2026 sales. Beyond its primary home market (86% of total revenue), the company also maintains a growing presence in Mexico and Brazil. AutoZone caters to two core customer segments: do-it-yourself, which account for roughly two-thirds of its domestic sales, and commercial do-it-for-me customers, which represent the remainder.