PACCAR makes and sells heavy-duty trucks under the Kenworth, Peterbilt, and DAF brands, plus parts and financing—basically the fleet workhorses that haul goods across highways in North America and Europe.
Money comes mainly from selling trucks, with parts and financial services adding steadier income. Net margin was 12.36% in 2024, but dropped to 8.35% in 2025 as revenue slid to USD 28.44B from USD 33.66B.
Dealer networks and decades of brand trust in trucking keep fleets loyal, but competition from Daimler Truck and Volvo Group intensifies as they push electric and autonomous models. Moat is eroding.
Hold (sector percentile 41) — value B, growth D, profitability C-, momentum B+, revisions B-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Amundi increased PACCAR stake by 42.1% in Q1, holding 1.53M shares per latest 13F, signaling institutional confidence.
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