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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產品與營收

產品營收佔比

營收結構 ($35.1B)

靜態數據（加載即時財務…）

Truck (North America) (55%)

Truck (Europe) (25%)

Parts (12%)

Financial Services (8%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

Caterpillar Inc.

Medium-duty trucks, engines

影響: Truck market competitor

主要客戶

United Parcel Service

Delivery trucks and tractors

影響: $500M+ in truck sales

Old Dominion Freight Line

LTL fleet trucks

影響: $200M+ in trucks

宏觀與市場背景

산업재行業新聞

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

近期催化劑

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

AI 分析

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企業資訊

總部

Bellevue, Washington, USA

成立時間

1905

員工人數

34,000+

官網

paccar.com

行業概況 — 산업재

行業新聞