PACCAR Parts and Tariffs Shape Valuation and Earnings Outlook

PACCAR reported record revenues from parts and financial services divisions despite weaker truck sales due to production disruptions and new tariffs. Management highlighted operational resilience and a diversified business model as key factors in offsetting headwinds. The company's share price is up 3.3% over the past week and 8.8% over the past month, with returns of 14.2% year to date and 21.4% over the past year.