PACCAR Inc.

PCARleader

PACCAR is the manufacturer of Kenworth, Peterbilt, and DAF trucks, producing some of the most profitable and technologically advanced heavy-duty trucks in the world. It also operates a large parts distribution network.

⇄ Compare

Products & Revenue

Product Revenue Share

Revenue Breakdown ($35.1B)

Static data (loading live financials…)

Truck (North America) (55%)

Truck (Europe) (25%)

Parts (12%)

Financial Services (8%)

Segment Breakdown & Key Customers

Product Details

Kenworth Trucks35%

Class 8 heavy-duty and medium-duty trucks for North American markets

Peterbilt Trucks30%

Premium Class 8 and medium-duty trucks for highway and vocational applications

DAF Trucks25%

Heavy and medium-duty trucks for European and international markets

Parts & Financial Services10%

Aftermarket parts distribution and truck leasing

Supply Chain Relationships

Competitors

Caterpillar Inc.

Medium-duty trucks, engines

Impact: Truck market competitor

Key Customers

United Parcel Service

Delivery trucks and tractors

Impact: $500M+ in truck sales

Old Dominion Freight Line

LTL fleet trucks

Impact: $200M+ in trucks

Macro & Market Context

산업재Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Upcoming Catalysts

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

Latest News

Loading news...

AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of PACCAR Inc..

Company Info

Headquarters

Bellevue, Washington, USA

Founded

1905

Employees

34,000+

Website

paccar.com

Sector Overview — 산업재

Sector News