-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：PCAR第一季業績符合市場預期，營運每股收益為1.15美元，高於去年同期的0.96美元，主要得益於2025年第一季受影響的訴訟費用的取消。全球新卡車交付量下降7000輛至3.31萬輛，其中北美8級卡車交付量下滑，而歐洲市場表現強勁。儘管卡車銷量疲軟，但零件業務仍實現了正成長，這得益於對分銷基礎設施的策略性投資。管理階層對客戶需求趨勢保持樂觀，但對北美零售8級卡車銷售的預期與第四季持平。我們認為，PCAR的營運現金流健康，達到9.72億美元，高於去年同期的9.1億美元，並維持了穩健的資產負債表。管理階層預計全年資本支出約7.5億美元，下一代動力總成研發費用約4.75億美元。我們認為出貨量預測保持不變，這表明管理層並不完全確信拐點正在比先前預期的更加強勁地出現。
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