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16:00
Jul 28 ◎
Preston Feight CEO, PACCAR Inc. PCAR Q2 FY26 call
New NOx regulations are expected to add ~$6,000-$7,000 per truck in non-conformance fees, less than the ~$10,000+ cost of fully compliant engines, shaping OEM product strategy. — The cost differential makes it more attractive to offer current-generation engines with a penalty, rather than immediately switching to fully compliant (and more expensive) engines, impacting pricing and product mix.
CMI
HIGH

About CMI Analyst Coverage

Buzzberg tracks CMI (Cummins Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Preston Feight.