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.

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Продукты и выручка

Доля выручки продукта

Структура выручки ($35.1B)

Статические данные (загрузка финансов…)

Truck (North America) (55%)

Truck (Europe) (25%)

Parts (12%)

Financial Services (8%)

Структура сегментов и ключевые клиенты

Подробности продукта

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

Связи цепочки поставок

Конкуренты

Caterpillar Inc.

Medium-duty trucks, engines

Влияние: Truck market competitor

Ключевые клиенты

United Parcel Service

Delivery trucks and tractors

Влияние: $500M+ in truck sales

Old Dominion Freight Line

LTL fleet trucks

Влияние: $200M+ in trucks

Макро- и рыночный контекст

산업재Новости сектора

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

Предстоящие катализаторы

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

AI-анализ

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Информация о компании

Штаб-квартира

Bellevue, Washington, USA

Основана

1905

Сотрудники

34,000+

Веб-сайт

paccar.com

Обзор сектора — 산업재

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