PCAR Paccar 로딩 중... : 애널리스트의 강세 및 약세 의견
차트 로딩 중...
최고 콜
피드
16:00
7월 28일
7월 28일
The company is clearly bullish on its near-term outlook, citing a strong ramp in production, a favorable EPA ruling that smooths the 2027 transition, and expectations for continued strong market conditions through 2027. Management is confident in its ability to sell out build slots and sees additional volume carrying over into next year.
높음
14:00
5월 5일
5월 5일
Cummins management stated they believe the 95-liter engine market is 'growing faster than supply' and that they 'continue to work toward additional capacity' given multi-year customer commitments. — Management hinted at further capacity investments in power systems, anticipating continued data-center demand.
높음
15:00
4월 30일
4월 30일
Heavy-duty truck OEM orders, a core part of the transportation vertical, are increasing, prompting Parker to raise its FY26 sales guidance for the segment from a mid-single-digit decline to a low-single-digit decline. — This suggests a cyclical recovery in commercial vehicle manufacturing, which bodes well for truck OEMs like Paccar.
중간
15:00
4월 28일
4월 28일
Guidance is clearly positive: management anticipates sequential margin expansion and volume growth through 2026, driven by a strengthening freight market (customers getting healthier), pre-buy demand ahead of 2027 emissions changes, and operational leverage from increased build rates. The tone is confident about accelerating performance.
높음
15:00
2월 19일
2월 19일
Deere is anticipating sustained price-cost neutral performance despite tariff impacts, showing stable margins compared to prior periods. — Sustainable price discipline in tough macro conditions could serve as a benchmark for other players in the market.
중간
15:00
2월 5일
2월 5일
The EPA's confirmation of the 2027 low NOx rule is expected to add content worth $10,000-$15,000 per heavy-duty truck, a majority of which will be in the powertrain. — The upcoming regulation will drive significant content adds and price increases per truck, benefiting engine and aftertreatment makers but raising costs for OEMs and fleet owners.
중간
17:00
1월 27일
1월 27일
Management is bullish on 2026, citing tailwinds from Section 232 tariff clarity (which favors their local-for-local manufacturing), EPA 27 emission clarity, improving freight conditions, and 'very strong' order intake in December and January. They expect sequential margin improvement and volume acceleration through the year.
높음
15:00
11월 6일
11월 6일
Cummins forecasts a further 15% sequential decline in North America on-highway engine shipments in Q4, but believes this could mark the bottom of the cycle. — A potential trough in Q4 could signal a reset for the heavy-duty truck supply chain, with early ordering activity expected once regulatory and trade clarity emerges.
중간
PCAR 애널리스트 커버리지
Buzzberg는 2개 소스에서 PCAR (Paccar)을 추적합니다. 애널리스트 6명의 강세 콜 0개와 약세 콜 0개가 있습니다. 심리가 팽팽하게 나뉘었습니다. 총 거래 아이디어 9개를 추적합니다. 최근 발언자: Preston Feight, Jennifer Rumsey, Jenny Parmentier.