Hold PCAR by Oct 27, 2026.

PACCAR receives very little media attention, as is a company that I know fondly from work experience and through the transportation sector. PACCAR is a global manufacturer of premium commercial trucks, and the trucks are the cyclical part. Bolted to every truck it sells are two businesses that are not: an aftermarket parts operation and a captive finance arm, each of which earns a steady, high-margin return long after the truck is delivered. In 2025 those two businesses set revenue …