[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Equilyse [@equilyse1](/creator/twitter/equilyse1) on x XXX followers Created: 2025-07-23 11:41:50 UTC $PCAR: PACCAR reported a solid Q2 with revenues of $7.5B and adjusted net income of $724M, driven by record PACCAR Parts revenues of $1.72B. They delivered XXXXXX trucks and anticipate 32,000-33,000 deliveries in Q3. Parts sales are expected to grow 4-6% Y/Y in Q3. Full year capital investments are projected at $750-$800M, with R&D between $450-$480M. Tariffs significantly impacted Q2, with an expected $75M hit in Q3. Despite this, PACCAR is optimistic about the North American market, anticipating strength as tariff policies clarify and the truckload market recovers. The upcoming 2027 NOx emissions standards are expected to drive pre-buy activity, boosting demand. Interestingly, PACCAR is actively developing its autonomous vehicle platform with partners like Aurora and Kodiak, prioritizing safety. Also, a new engine remanufacturing plant is set to open in early 2025, projected to remanufacture around XXXXX engines annually.  XX engagements  **Related Topics** [tariffs](/topic/tariffs) [$480m](/topic/$480m) [$800m](/topic/$800m) [$172b](/topic/$172b) [$724m](/topic/$724m) [$75b](/topic/$75b) [$pcar](/topic/$pcar) [stocks industrials](/topic/stocks-industrials) [Post Link](https://x.com/equilyse1/status/1947985504370069656)
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Equilyse @equilyse1 on x XXX followers
Created: 2025-07-23 11:41:50 UTC
$PCAR: PACCAR reported a solid Q2 with revenues of $7.5B and adjusted net income of $724M, driven by record PACCAR Parts revenues of $1.72B. They delivered XXXXXX trucks and anticipate 32,000-33,000 deliveries in Q3. Parts sales are expected to grow 4-6% Y/Y in Q3. Full year capital investments are projected at $750-$800M, with R&D between $450-$480M.
Tariffs significantly impacted Q2, with an expected $75M hit in Q3. Despite this, PACCAR is optimistic about the North American market, anticipating strength as tariff policies clarify and the truckload market recovers. The upcoming 2027 NOx emissions standards are expected to drive pre-buy activity, boosting demand.
Interestingly, PACCAR is actively developing its autonomous vehicle platform with partners like Aurora and Kodiak, prioritizing safety. Also, a new engine remanufacturing plant is set to open in early 2025, projected to remanufacture around XXXXX engines annually.
XX engagements
Related Topics tariffs $480m $800m $172b $724m $75b $pcar stocks industrials