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PACCAR designs and manufactures heavy- and medium-duty trucks under the Kenworth, Peterbilt, and DAF nameplates, plus its own proprietary MX-11/MX-13 diesel engines and an ePowertrain platform for battery-electric models (Kenworth T280E/T380E/T480E, Peterbilt 536EV/537EV/548EV).
Source: SEC Financial Statement Data Sets, quarterly period, tagged by the issuer. Segment names are the company’s own labels and are not comparable with another filer’s. Shares are of consolidated revenue and need not sum to 100%: overlapping cuts are reported, and segment×geography cross-tabs are dropped rather than counted twice.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Long-term agreement for Arconic (Alcoa) forged aluminum wheels supplied to Kenworth and Peterbilt trucks; manufactured at Arconic's Monterrey, Mexico plant. No volume or financial terms disclosed. Refresh 2026-09-29: the forged-wheels business went to Howmet Aerospace at the April 2020 Arconic separation, not to Arconic Corporation; forged wheels are a finished component, not trade in raw aluminium, so no material or route is credited.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇺🇸 US accounts for 100% of severity-weighted pressure.