PACCAR (PCAR) vs. OSK and CMI: Can Its Truck Replacement Cycle Revive Earnings Growth?

Is PCAR a good stock to buy? We came across a bullish thesis on PACCAR Inc on Astute Optics – US’s Substack. In this article, we will summarize the bulls’ thesis on PCAR. PACCAR Inc’s share was trading at $109.81 as of September 30th 2026. PCAR’s trailing and forward P/E were 23.60 and 15.06 respectively according to Yahoo Finance.

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PACCAR Inc. (NASDAQ:PCAR) makes commercial trucks under the Kenworth, Peterbilt, and DAF brands, sells replacement parts,...