PACCAR Q4 Earnings Call Highlights

Management highlighted that the Section 232 truck tariff policy, effective November 1, provided advantages for PACCAR given its “local for local” manufacturing footprint across the U.S., Canada, and Mexico. Feight also said it was confirmed late in 2025 that the 35-milligram EPA 2027 NOx limit will go into effect in January of next year, which he said helps customers finalize buying plans.Feight characterized 2025 as a “dynamic year” for the North American truck market, citing soft freight conditions, tarif ...