PCAR Paccar Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
16:00
28 июл
28 июл
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.
Выс.
14:00
05 мая
05 мая
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.
Выс.
15:00
30 апр
30 апр
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.
Сред.
15:00
28 апр
28 апр
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.
Выс.
14:54
28 апр
28 апр
Bearish view on PCAR as North American heavy-duty weakness is confirmed.
Bearish view on PCAR as North American heavy-duty weakness is confirmed; Corning's call points to weak truck production and emissions demand.
Выс.
15:00
19 фев
19 фев
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.
Сред.
15:00
05 фев
05 фев
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.
Сред.
17:00
27 янв
27 янв
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.
Выс.
15:00
06 ноя
06 ноя
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.
Сред.
Об аналитическом покрытии PCAR
Buzzberg отслеживает PCAR (Paccar) в 2 источниках. Бычьих сигналов: 0, медвежьих: 0, от 6 аналитиков. Сентимент разделён поровну. Всего отслеживается 9 торговых идей. Последние спикеры: Preston Feight, Jennifer Rumsey, Jenny Parmentier.