PACCAR Inc (PCAR)

PACCAR's stock price has experienced fluctuations and analyst rating changes in the past six months. As of June 27, 2025, the share price was $94.89, a decline of 7.82% from June 28, 2024. Analyst ratings have varied, with upgrades from B of A Securities and downgrades from UBS and JP Morgan. PACCAR reported its Q1 2025 earnings, with net income dropping due to a one-time litigation charge. Director Pierre R. Breber acquired 5,000 shares of the company's stock. Citigroup maintained a "Neutral" rating and increased their price target from $95.00 to $100.00.

There are no significant seasonal variations in sales for PACCAR's products, but the business is sensitive to global and national economic conditions. Demand is influenced by aging fleets, aftermarket parts sales, economic uncertainty, and regulatory changes. PACCAR's investments in technology and sustainability position it well for future growth.

PACCAR Inc. is a global technology leader specializing in the design, manufacture, and customer support of premium light-, medium-, and heavy-duty commercial trucks. The company operates in three main segments: Truck, Parts, and Financial Services. PACCAR designs and manufactures trucks under the Kenworth, Peterbilt, and DAF nameplates, and also designs and manufactures advanced diesel engines and other powertrain components. PACCAR Parts distributes aftermarket parts for trucks and related commercial vehicles. PACCAR Financial Services provides financing and leasing products and services to customers and dealers.

PACCAR has a worldwide presence, with approximately half of its revenues and profits generated outside the United States. Its global network includes over 2,300 independent dealers across more than 100 countries. Key markets include North America, where Kenworth and Peterbilt dominate; Europe, where DAF trucks have a strong presence; and other regions like Mexico and Australia, where PACCAR has significant operations.

PACCAR's brands, including Kenworth, Peterbilt, and DAF, are known for quality and reliability, fostering customer loyalty and premium pricing. The company's market leadership and brand equity are competitive advantages. PACCAR formed a joint venture for battery cell production, demonstrating a proactive approach to sustainable transportation. A litigation charge impacted PACCAR's net income in Q1 2025, but its diversified geographic footprint and aftermarket dominance are mitigating factors.

PACCAR Inc. is a publicly traded company primarily owned by institutional investors and individual shareholders. The largest institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. James Calvin Pigott is the largest individual shareholder. Institutional shareholders own 69.55% of PACCAR, insiders own 4.51%, and retail investors own 25.94%.