PACCAR Inc (PCAR)

PACCAR's stock price has fluctuated, with a share price of $94.05 as of July 17, 2025, a 14.48% decrease from July 18, 2024. The stock reached its all-time high on March 27, 2024, at $125.50. PACCAR reported Q1 2025 revenues of $7.44 billion, down from $8.74 billion in Q1 2024, with a net income of $505.1 million, including a $264.5 million after-tax charge. Regular quarterly cash dividends were declared on April 29, 2025, and July 8, 2025, at $0.33 per share. Market expectations for FY2025 revenue and EPS have been revised downward, but the stock price has changed by 7.41%. Analysts have a "Moderate Buy" consensus with a $100.75 price target.

PACCAR states that there are no significant seasonal variations in the sales of its products. Sales of medium- and heavy-duty trucks are influenced by the capital equipment requirements of the transportation industry, which are affected by economic growth and cyclical variations.

PACCAR Inc. is an American company focused on designing, manufacturing, and supporting high-quality commercial trucks. It operates in the heavy equipment and automotive sectors, emphasizing engines, powertrain, truck components, financial services, and IT. PACCAR's brands include Kenworth, Peterbilt, and DAF. The company also has a parts division, financial services, produces industrial winches, and designs advanced diesel and electric truck models.

PACCAR has a global presence, operating in 22 countries with manufacturing in North America, Europe, and Australia. It delivers products through a network of over 2,200 dealer locations. Approximately half of its revenues and profits are generated outside the United States. Key markets include the NAFTA region, Europe, Australia, and South America. PACCAR Parts operates a global network of parts distribution centers.

PACCAR's brands, Kenworth, Peterbilt, and DAF, are known for quality and reliability, contributing to customer loyalty and premium pricing. The company holds a strong market share in the Class 8 segment in North America and in Europe's heavy-duty market. PACCAR was honored as a Top Company for Women to Work for in Transportation. The company reported a $264.5 million after-tax charge related to civil litigation in Europe. PACCAR partnered with Accelera by Cummins and Daimler Truck to advance battery cell production, demonstrating a commitment to sustainable transportation.

PACCAR Inc. has a mixed ownership structure including institutional, retail, and individual investors. Institutional investors hold approximately 50.88% to 66% of the stock, with major holders including Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Insiders own about 1.86%, while public companies and individual investors hold approximately 47.25%.