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PACCAR Inc.

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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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($35.1B)

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Truck (North America) (55%)
Truck (Europe) (25%)
Parts (12%)
Financial Services (8%)

Segment Breakdown & Key Customers

Product Details

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

Macro & Market Context

산업재Sector News

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

Upcoming Catalysts

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

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AI Analysis

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Company Info

Headquarters

Bellevue, Washington, USA

Founded

1905

Employees

34,000+

Website

paccar.com

Sector Overview — 산업재

Sector News

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

Key Themes

  • •CHIPS·IRA법 → 반도체·배터리 공장 건설 붐 — 건설기계 수요 급증
  • •GE Aerospace 엔진 납기 지연 → 보잉·에어버스 인도 차질 지속
  • •방산 수주 급증 — RTX·NOC·GD 백로그 사상 최대

Upcoming Catalysts

  • ◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)
  • ◆보잉 737 MAX 생산 재개 일정