Parts Business GrowthThe Parts business has grown profits at a 15% CAGR and revenue 9% over the last 10 years, benefiting from a growing US engine field population, proprietary parts on newly designed trucks, improving predictive stocking models, and growth in all-makes (TRP) stores.
Product And Technology InnovationInvestor Day highlighted PCAR's focus on product/tech innovation to grow profitability, even in a ZEV world.
Sales Growth ExpectationsThe company provided preliminary qualitative comments outlining its expectations for positive YoY growth in unit sales in all regions for 2025/26.