Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 122.43 · gapped below the open, then crossed back over prior close. High/low 122.91 at 2:15 pm ET, 121.49 at 11:00 am ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of PCAR revenue | Skew |
|---|---|---|---|
| ATMUAtmus Filtration Technologies Inc. | 16.50% | 1.02% | 16× |
| SRIStoneridge Inc | 15.00% | 0.45% | 33× |
| MECMayville Engineering Company, Inc. | 13.60% | 0.26% | 52× |
| ALSNAllison Transmission Holdings Inc | 11.00% | 1.16% | 9.5× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Our top three customers, Daimler AG, PACCAR Inc. and Traton SE, accounted for approximately 18%, 11% and 10%, respectively, of our net sales during 2025.”
$331M relationship9.5× more of ALSN’s book than PCAR’s
basisALSN fy2025 · closed 2025-12 $3.0BPCAR fy2025 · closed 2025-12 $28.4B
FILING10-K0001193125-26-065627cik 0001411207disclosed by ALSN
“For example, our largest customers in 2025 included PACCAR Inc. and John Deere which accounted for 13.6% and 10.0% of our net sales, respectively.”
$74M relationship52× more of MEC’s book than PCAR’s
basisMEC fy2025 · closed 2025-12 $546MPCAR fy2025 · closed 2025-12 $28.4B
FILING10-K0001104659-26-023496cik 0001766368disclosed by MEC
“In 2025, our top five customers were Volvo, PACCAR, Traton, Daimler Truck and Ford, which comprised 18%, 15%, 11%, 7% and 6% of our net sales, respectively.”
$129M relationship33× more of SRI’s book than PCAR’s
basisSRI fy2025 · closed 2025-12 $861MPCAR fy2025 · closed 2025-12 $28.4B
FILING10-K0001043337-26-000023cik 0001043337disclosed by SRI
“We are dependent upon PACCAR for the supply of Peterbilt trucks and parts, as well as the financing of Peterbilt trucks, the sale of which generates the majority of our revenues.”
FILING10-K0001437749-26-005424cik 0001012019disclosed by RUSHA
“Engines not manufactured by the Company are purchased from Cummins Inc. (Cummins).”
FILING10-K0000950170-25-023145cik 0000075362
“The Company purchased a significant portion of its transmissions from Eaton Corporation Plc. (Eaton) and ZF Friedrichshafen AG (ZF).”
FILING10-K0000950170-25-023145cik 0000075362
“The Company also purchased a significant portion of North America stampings used for cabs from Magna International Inc. (Magna).”
FILING10-K0000950170-25-023145cik 0000075362
“We have significant customer concentration, with Cummins, PACCAR and the Traton Group respectively accounting for approximately 17.6% , 16.5% and 12.2% of our net sales for the year ended December 31, 2024.”
$291M relationship16× more of ATMU’s book than PCAR’s
basisATMU fy2025 · closed 2025-12 $1.8BPCAR fy2025 · closed 2025-12 $28.4B
FILING10-K0001921963-25-000029cik 0001921963disclosed by ATMU
“PACCAR Inc”
FILING10-K0001437749-25-004554cik 0000026780disclosed by DAN
“We have the capacity to produce drive train components including axle shafts, transmission shafts, gear sets, steer axle knuckles, and other components for ultimate use by the leading automotive, truck and recreational vehicle manufacturers, including General Motors Company (GM), Freightliner LLC (Freightliner), Mack Truck (Mack), Navistar International Corporation (Navistar), PACCAR, Inc. (PACCAR), Volvo Truck Corporation (Volvo) and Bombardier Recreational Products (BRP).”
FILING10-K0001437749-26-009882cik 0000864240disclosed by SYPR
“The Company's DAF subsidiary purchases fully assembled cabs from a competitor, Renault V.I., for its European light-, medium-duty product line pursuant to a joint product development and long-term supply contract.”
FILING10-K0000950170-25-023145cik 0000075362
“The Company purchased a significant portion of its transmissions from Eaton Corporation Plc. (Eaton) and ZF Friedrichshafen AG (ZF).”
FILING10-K0000950170-25-023145cik 0000075362
“The TTS segment company tractors were primarily manufactured by Freightliner (a Daimler company), International (a Navistar company), and Kenworth and Peterbilt (both divisions of PACCAR).”
FILING10-K0000793074-26-000071cik 0000793074disclosed by WERN
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Paccar Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Motor Vehicles & Passenger Car Bodies
Paccar Inc has 11 disclosed suppliers and 2 disclosed customers. Each one is named in an SEC filing, either Paccar Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
PCAR (Paccar Inc) has 11 disclosed suppliers and 2 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: MEC −5.31%, in industrials & materials.