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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
Paccar
Paccar (PCAR) investor relations material
Paccar Analyst Day 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Analyst Day 2026 summary10 Feb, 2026
Strategic direction and business outlook
Focus on profitable growth, premium trucks, advanced powertrains, and transportation solutions, with significant investments in clean combustion engines, connected vehicle solutions, autonomous platforms, and zero-emissions vehicles over five years.
Market share gains in North America (from 24% to 30.4%), Australia, South America, and Europe, with midterm goals for each region.
Strategic capital deployment in manufacturing, including $5 billion invested in facilities and products, supports flexible, local-for-local production and tariff optimization.
Expansion of proprietary and all-makes parts offerings, leveraging AI-driven technology and connected services to enhance customer loyalty and margin.
Autonomous trucking technology is advancing, with commercial deployments planned and strong interest from carriers and shippers.
Financial performance and guidance
2025 revenue reached $28.4 billion, with adjusted net income of $2.6 billion and 144,200 trucks delivered; return on revenues improved to 9.3% from 7.2% in 2014.
Parts and financial services now contribute 71% of profit, up from 43% in 2014.
Operating cash flows grew at a 7% annual rate over 15 years, with dividends per share up 11% CAGR, supporting a strong balance sheet with no manufacturing debt and A+/A1 credit ratings.
Guidance for 2026: 33,000 deliveries in Q1, 12.5%-13% gross margin, 2%-4% parts sales growth in Q1, 4%-8% full-year parts sales growth, and $1.18B-$1.28B capex/R&D.
Preference for dividends over share repurchases, returning about 50% of net income annually, with 87 consecutive years of net income and 85 years of dividends paid.
Product innovation, technology, and sustainability
Launch of new high-horsepower and electric truck models, including the industry's first electric vocational truck.
Proprietary engine platforms meet 2027 NOx standards, with 40% fuel economy improvement since 2010 and further hybridization expected.
AI-driven tools and Industry 5.0 technology enhance manufacturing, product development, and quality, increasing capacity by 17% in three years.
90% truck material recyclability and top-tier environmental ratings for 11 years, with ongoing sustainability initiatives.
Industry-leading safety with a record OSHA score of 1.36 in 2025.
Autonomy's expected profit pool enhancement
Detail the 2030 powertrain mix forecast
Drivers of Parts & Finance profit growth
Strategy for $3.5B incremental parts sales by 2030
EPA 2027 NOx and GHG Phase III changes impact
Local-for-local strategy and peak demand capacity
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Next Paccar earnings date
Q1 202628 Apr, 2026
Paccar
Next Paccar earnings date
Q1 202628 Apr, 2026
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Frequently asked questions
Commercial Trucks
PACCAR Inc. is an American company with multinational operations that designs and manufactures commercial trucks and equipment. This is done through three different subsidiaries: DAF, Kenworth, and Peterbilt. Besides its main operations within truck manufacturing, the company also distributes parts, various types of equipment, and financial services related to its principal business. The company is headquartered in Bellevue, Washington and its shares are listed on the Nasdaq.
An Amalgamation of Industry Giants
PACCAR's journey began in 1905 as the Seattle Car Manufacturing Company, founded by William Pigott Sr., specializing in railway and logging equipment. In 1928, it merged with Twohy Brothers to form the Pacific Car and Foundry Company, which enabled them to produce a broader range of products beyond rail cars, including trucks and truck parts. The transformation into a major player in the automotive and trucking industry began in the 1940s and 1950s with the acquisition of Kenworth and Peterbilt, two iconic names in truck manufacturing.
These acquisitions marked a significant shift towards specializing in heavy-duty trucks, and in 1972 the company rebranded to PACCAR. Over the years, PACCAR expanded globally while continuing to make acquisitions. Notably, it acquired the Netherlands-based DAF Trucks in 1996, allowing it to truly compete in Europe. Today, the company is one of the largest truck manufacturers in the world, together with names such as Volvo, Daimler, TATA, and several others.
Heavy Duty Trucks
PACCAR manufactures a wide variety of trucks through its subsidiaries Kenworth, Peterbilt, and DAF, each catering to different segments of the trucking market. Kenworth and Peterbilt are predominantly recognized for their heavy-duty trucks in North America, serving sectors like long-haul transportation, regional distribution, construction, and logging.
DAF in Europe
DAF, primarily operating in Europe, offers a range of trucks that include light, medium, and heavy-duty models. These trucks are tailored for different purposes, such as urban delivery, long-distance transport, and various industrial applications. Over the years, DAF has proven to be an important subsidiary in order to compete in the highly competitive European market.
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