Equity Brief · Industrials2026-05-20
PCAR·Industrials

PACCAR Inc

I · AI Analysis

The brief

PACCAR builds heavy trucks sold under the Kenworth, Peterbilt, and DAF brands, plus it runs a large aftermarket parts business and a financial services arm (PacLease) that finances truck purchases and operates full-service leasing for commercial fleets [PACCAR corporate website]. They serve trucking companies, independent owner-operators, and construction businesses across North America, Europe, Australia, and Latin America [PACCAR corporate website].

PACCAR designs and manufactures heavy-duty commercial trucks (Kenworth, Peterbilt, DAF brands) and provides related parts and financing services [PACCAR corporate website]. The company earned $28.4 billion in revenue over the trailing twelve months with a net profit margin of 8.4%, generating $3.0 billion in free cash flow [Yahoo Finance]. It currently trades at a market cap of $57.6 billion with a P/E ratio of 23.3x [Yahoo Finance].

PACCAR is financially healthy with strong cash generation, though revenue declined 15.5% year-over-year and margins are modest for the sector [Yahoo Finance].

The brief AI analysisConfidence 7/10

Sentinellis health

7.4/10

Moderate concerns

Market capitalisation

$57.6B

Revenue (TTM)

$28.4B

Explainers

How we read these numbers

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II · Recent news

What moved

1 story · ranked by relevance

  • Macro2026-05-17

    Heavy Transportation Equipment Stocks Q1 In Review: PACCAR (NASDAQ:PCAR) Vs Peers

    Yahoo Finance

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Revenue fell 15.5% year-over-year, reflecting a cyclical downturn in heavy truck demand that typically correlates with freight volumes and business investment [Yahoo Finance]

1 of 4 risks in this report

Risks

4

Opportunities

4

Red flags

2

Leadership

10

9 more findings in the full report — free with any account.

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III · Related

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Produced 20 May 2026, 19:57 UTC

Figures come from company filings and market data. The Sentinellis health score and the wording attached to it are our interpretation of those figures, not numbers the company reported.

Not investment advice and not a recommendation to buy or sell. Sentinellis holds no positions in the companies it covers, takes no payment from issuers, and has no broker referral arrangements.

How every figure and score is calculated