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    Nick Housden • RBC Capital Markets

    Nick Housden's questions to Paccar Inc (PCAR) leadership

    Nick Housden's questions to Paccar Inc (PCAR) leadership • Q2 2025

    Question

    Nick Housden from RBC Capital Markets requested a regional breakdown for the Q3 delivery guidance and asked for more detail on the supply chain composition behind the statement that 90% of U.S. trucks are built in the U.S.

    Answer

    CEO & Director R. Preston Feight suggested a 'plus or minus normal' regional split for Q3, noting the European summer shutdown and North American adjustments to match the market. Regarding the supply chain, he stated that while components come from various global regions, the critical final assembly occurs in PACCAR's North American factories, a key factor for policy considerations.

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    Nick Housden's questions to Paccar Inc (PCAR) leadership • Q2 2025

    Question

    Nick Housden asked for a regional breakdown of the Q3 delivery guidance of 32,000-33,000 trucks and for more detail on the supply chain for the 90% of U.S. trucks that are built domestically.

    Answer

    CEO & Director R. Preston Feight suggested thinking of the Q3 delivery split in terms of 'plus or minus normal splits,' noting the standard three-week shutdown in Europe and production drops in North America to match the market. On the supply chain, he stated it is varied with components from many regions, but emphasized the critical importance of PACCAR's U.S. production facilities, which he believes the administration will support.

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